Snap a receipt, forward a bill, or let it sweep your inbox — Claude extracts every line item, categorizes the expense, and syncs it straight to QuickBooks. No spreadsheets, no shoeboxes.
Snap a photo, drag a PDF, upload a CSV bank statement, or let the agent sweep Gmail and Outlook on a schedule. HTML email receipts with no attachment — Stripe, SaaS, Anthropic — get parsed straight from the body.
The receipt is stored in a private Supabase bucket and handed to Claude with vision. It pulls every structured field — vendor, total, tax, date, payment method, line items — even from dim phone photos and crumpled receipts.
The expense is classified against your QuickBooks chart of accounts — Materials & Supplies, Vehicle Fuel, Software Subscriptions. It learns from past approvals so the same vendor always lands in the same bucket.
Every expense lands in a review queue with the receipt image, extracted fields, and category side by side. Tap to approve, edit a field, or set a vendor rule — high-confidence recurring bills can skip review entirely.
Approved expenses sync to QuickBooks Online via the official API as a Purchase, with the receipt image attached. A pluggable adapter layer means Xero and Wave connect the same way.
Month-to-date spend by category, top vendors, and deductible totals on one screen. Every approved expense also writes to a private Google Sheets doc — idempotent, so it only adds new rows, never duplicates.
A phone photo of any paper receipt
Bills and invoices straight from disk
A bank statement export
Inbox scanned on a schedule
Microsoft Graph on the same cadence
Stripe, SaaS, Anthropic — no attachment needed
Snap, sweep, or upload — the entry is extracted and queued in seconds.
Claude Vision pulls clean fields even from crumpled, dim-lit receipts.
The manual data-entry grind disappears into an approve-and-go queue.
No spreadsheets, no shoeboxes — books stay current automatically.
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