Receipt capture and categorization
The problem
Paper and email receipts pile up until tax season.
Workflow
- 1Forward receipts to Dext or snap them in the app
- 2Dext extracts vendor, date, amount, tax
- 3Publish to QuickBooks or Xero
- 4Reconcile monthly
Related workflows
Bookkeeping & Finance
Automated invoice reminders
Chasing late payments is awkward and easy to forget.
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Bank feed categorization in QuickBooks
Manually categorizing every bank transaction is tedious.
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Monthly P&L narrative with Claude
Numbers alone don't tell you what changed this month.
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