Reports
expenses by month · classified & de-duplicated.
| Date | Merchant | Category | Payment | Business | Source | Status | Amount |
|---|
Dashboard
Your own metrics — click an empty slot to add a chart, ✎ to change it.
Expenses
Photographed receipts and imported statements, classified and de-duplicated.
| Date | Merchant | Category | Payment | Business | Source | Status | Amount |
|---|
Expense
Upload receipt
OCR extracts merchant, date, amount and payment method. Check the fields, then submit.
Import statement
Review every line, fix categories, untick what you don't want. Nothing is saved until you press Import.
| Date | Merchant | Category | Business | Note | Amount |
|---|
| File | Type | Imported | Uploaded |
|---|
Business trips
Group receipts under a trip — scan invoices straight into it.
Merchant rules
How each merchant is handled: classify normally, ignore completely (e.g. grocery stores), or split receipts item-by-item (Costco/Walmart). Rules are also learned automatically when you confirm expenses.
| Pattern | Merchant | Category | Business | Action | Hits |
|---|
Categories
Expense categories and their default business/personal flag.
| Category | Default |
|---|
Business items
Keywords found inside mixed-store receipts (Costco, Walmart…) that mark a line item as a business purchase. Everything else on those receipts is ignored.
| Keyword | Category |
|---|
Users
Create accounts and reset passwords. No public sign-up.
| Username | Name | Role | Created |
|---|
Files
MainIT-Accounting uploads folder.
| Path | Size | Modified |
|---|
Settings
Branding — shown on the sign-in page, sidebar and browser tab.
When local OCR can't read a receipt, the photo is sent to the Claude API and the fields are filled automatically. Typical cost per receipt: ~½¢ with Haiku, ~1–2¢ with Sonnet (USD). The key is stored on the server and never shown again.
Backups
Nightly archive of the database and all receipt photos, uploaded to your cloud drive.