For agencies
Expense reports your agency can actually use.
Bring project receipts, contractor invoices, and software subscriptions into one searchable workflow. Review extracted records, correct what needs attention, and keep report figures tied to their source files.
Example output for agencies
A reviewable vendor-and-category report for project expense review.
VendorDateCategory
Meta Ads2026-01-15Categorized
Figma2026-02-15Categorized
Contractor invoice2026-03-15Categorized
Upload
PDFs, photos, invoices, and receipts.
Find
Search by vendor, date, amount, or category.
Export
Hand off a clean report or CSV.
Reviewable extracted records
Searchable source records
Exportable reports
Why the workflow holds up
Traceable figures
Reports and dashboard numbers name the dataset and files behind them.
Visible coverage
Missing values, excluded rows, and unresolved currency are called out.
Persistent corrections
Fixes stay with the record and its evidence for the next run.
Explicit scope
Folder and dataset scope controls what the workflow can see.
Example: a report can name the files behind a figure while identifying records it left out for review.