Use cases

Beachhead: multi-entity self-employed operators who drown in folders every April.

Self-employed professionals

Keep receipts with the transactions that matter at tax time.

Separate client-related spend with labels and categories without full bookkeeping.

Track property-related expenses and supporting invoices per workspace.

Bundle claim-related financial evidence into searchable packages.

Give your bookkeeper a clean export instead of a folder dump.

Deliver indexed records with signed evidence links and clear review status.