How it works
Four calm steps from messy exports to a handoff your CPA can actually use.
1. Import
Upload a CSV or Excel file, map columns, and review validation before anything is saved.
2. Attach
Link receipts and invoices to the matching record from desktop or one-handed mobile flow.
3. Review
Categorize, label, split shared costs, and mark records complete when evidence is ready.
4. Package
Export a portable CSV or an indexed evidence package with short-lived document links.