Every supplier invoice, filed and ready.
No more digging through your inbox at the end of the quarter. Every weekday at 9:00 your agent reads the new invoices, files each one under its name, records it as a draft for your yes and keeps a list of what is missing.
- Nothing hits your books without your yes
- Reads the invoices in your email
- It never pays a supplier
Expenses recorded per week
Week 3 includes the annual software renewals. Every amount comes from an invoice it read, none from a guess.
Waiting for your yes3
- Record in your books
11 invoices read today, $4,180 in total. Record them as drafts in Xero?
Approved. Done in your name.Declined. The agent notes why. - Email a supplier
Northwind Supply sent a receipt without your tax ID. Ask them for the full invoice?
Approved. Done in your name.Declined. The agent notes why. - Email a supplier
No invoice yet for the $289 cloud charge on the 14th. Ask Juniper Labs for it?
Approved. Done in your name.Declined. The agent notes why.
Held for your review
- Bluebird Co · invoice 229109:04Not recorded
- Maple & Rye · receipt09:06Field marked
- Halcyon Foods · invoice 8809:07Duplicate kept out
Today's run, in short
- Read14 documents from your inbox and 2 you uploaded to Files.
- Filed11 PDFs in Expenses/2026-Q4 with date, supplier and number.
- NewOne new supplier. It suggests the Software category and asks you.
- Missing4 bank charges still without an invoice.
Invoices read this week
| Supplier | Date | Total | Category | Status |
|---|---|---|---|---|
| Juniper Labs | Oct 21 | $1,210 | Software | Recorded |
| Northwind Supply | Oct 21 | $86 | Office | Ask for full invoice |
| Brightline Studio | Oct 22 | $1,800 | Freelancers | Draft, needs your yes |
| Bluebird Co | Oct 23 | $640 | Rent | Bank account changed |
| Halcyon Foods | Oct 23 | $142 | Client meals | Recorded |
Expenses by category, this quarter
| Category | Invoices | Total |
|---|---|---|
| Software | 24 | $6,420 |
| Freelancers | 9 | $12,600 |
| Rent | 3 | $1,920 |
| Office and supplies | 31 | $2,180 |
| Travel and meals | 19 | $1,340 |
What goes to your accountant
- SheetThe register for the quarter, one line per invoice.
- FolderEvery PDF, named by date, supplier and number.
- TotalsBy tax rate, withholdings apart, expenses by category.
- GapsThe charges still without an invoice, with date and amount.
Your quarter end, before and after.
You today
- Search your inbox for "invoice" the week the accountant calls.
- Forward PDFs one by one, with names like scan_0042.
- Find a bank charge with no invoice when it is already late.
- Accept a receipt that cannot be deducted without noticing.
With your expenses agent
- Every new invoice read and filed the same day it arrives.
- One folder per quarter, every file named the same way.
- A live list of what is missing, with the email to ask for it ready.
- The complete pack for your accountant in the first days of the quarter.
Its jobs, on a schedule.
It arrives with these jobs ready. Change any time or rule before it starts.
- Weekdays · 9:00
Read and record new invoices
Reads supplier, tax ID, number, amounts and tax, checks they add up, files the PDF and records it as a draft in one daily batch for your approval.
- Jan, Apr, Jul, Oct · days 1-5 · 9:00
Quarterly pack for your accountant
Register, folder and totals by tax rate. Crosses them with bank charges, asks suppliers for what is missing and sends the pack once you approve.
- When you ask
Find any invoice
"The March invoice from the accountant" or "everything from one supplier this year": you get the link or the list with date and total.
- On day one
Your suppliers and last month
Learns your usual suppliers and their categories and puts last month in order, so it starts with a clean register.
What it never does without you.
These always wait for your yes, in Brainstack, Slack, Telegram, Discord or email. Paying is not on the list: it never pays anyone.
- Record an expense in your booksAsks you first
- Email a supplier or your accountantAsks you first
- Delete a document or an entryAsks you first
- Pay or change a supplier's bank detailsAsks you first
11 invoices read today, $4,180 in total, all clear. Record them as drafts in Xero?
Approved. The 11 drafts are in Xero.Works inside the tools you use.
Each connection with exactly what the agent does in it. It also works with a3innuva, SharePoint and Mercury.
- Gmail
- Finds invoices, receipts and proofs of payment attached to your email
- Drafts the request to a supplier or the pack email to your accountant, sent only after your yes
- Outlook
- The same, if your invoices arrive in Outlook
- Google Drive
- Files each invoice by quarter with a fixed name
- Box
- The same filing, if your documents live in Box
- Xero
- Records expenses as drafts, in a batch you approve
- Holded
- Records expenses as drafts, if your books are in Holded
- Wise
- Crosses bank charges to find invoices that never arrived
- Stripe
- Reads card charges to match them with their invoice
- Slack
- The daily batch and alerts for your approval
- Microsoft Teams
- Updates and summaries where your team already talks
- Telegram
- Approve the daily batch from your phone
Works great with these agents.
Uses your clean expense register for the month close.
The other side: the invoices you send and who owes you.
Checks each invoice against what you ordered and received.
Keeps the rest of your inbox in order every morning.
Part of every plan.
Your expenses agent takes one agent slot in any plan. Your accounting tool and your accountant stay the same, and you use your own Claude, ChatGPT or Gemini plan.
Compare plans- Starter$99
- Growth$499
- Scale$999
Questions about your expenses.
Can it pay a supplier?
No. Paying, scheduling a transfer or changing a supplier's bank details is locked. If an invoice arrives with a different bank account than usual, it holds it and asks you to confirm by phone, because that is a common scam.
What if it cannot read an invoice?
It does not guess. The document goes to your review queue with the doubtful field marked, and you see it on the dashboard.
Does it decide what is deductible?
No, that is your accountant's job. It checks the invoice is complete and made out to your business, records it, flags withholdings apart and leaves the tax decisions to your accountant.
Which tools does it work with?
Your mailbox for incoming invoices, Google Drive, SharePoint or Box for the files, Holded, Xero or a3innuva for the books, and Wise, Mercury or Stripe to cross bank charges. Sage, QuickBooks and Spanish banks are not connected yet: upload the bank statement and it uses that.
How much does it cost?
It is one of the agents in your plan: Starter at $99 a month includes 3, Growth at $499 includes 10 and Scale at $999 includes 25. Your AI plan is paid to its provider.
Where do my invoices live?
In your own folder and on a server only your company uses, with encrypted backups every 6 hours.