Capture
A person scans and checks the receipt.
Team and Practice
A clear route to yes.
Readable rules, short approval chains and a queue that puts the receipt beside the decision. Approvals are planned for a later release.
From a pocket to the books.
The planned approval flow keeps each step visible.
Match a rule
The team chooses rules for amounts, categories and people.
Review
Up to three steps route it to the right approvers.
Export
Approved receipts are ready for the books.
Rules you can read aloud.
Set an amount, a category or a project, then name who needs to approve. Sample rules and people in the product screens are illustrative.
A queue made for decisions.
See the image beside the fields. Approve, reject or ask for a correction, with the decision recorded. Nobody approves their own receipt.
Keep it moving
Planned reminders and reassignment help the queue stay clear.
Keep the history
The audit records the decision and who made it.
Keep the boundaries
Access follows workspace roles and client permissions.
Four roles, with clear boundaries.
The owner controls the workspace. Admins manage it. Approvers decide the receipts assigned to them. Members submit their own. An accountant acts through a client link that the client approves.
Questions people ask.
Does Personal need approvals?
No. Approvals are for team and practice workspaces. Your free personal workspace stays beside them.
Estimates only, as at 5 October 2026. Not tax, legal or financial advice. Rules change. Check with your accountant.
Your next receipt,
sorted.
Start with your free personal workspace.
Add your team when you need it.
