Automatically classify personal vs. business expenses, batch-request missing receipts without pestering, and bundle everything for tax season.
Knows AWS and Slack are business. Knows Netflix and Spotify are personal. Flags Uber and Amazon as "confirm with you" — only asks when it genuinely can't tell.
Batches all outstanding receipt requests into a single polite ask instead of pinging you every day. You get one clear list, not a drip of interruptions.
One command generates a complete business expense summary with totals by category, missing receipt flags, and a CSV ready for your accountant.
Builds on top of your existing expense data — no duplicate setup. Same receipts, same categories, smarter classification.
| Phase | 2C |
| ROI Score | 8.0 / 10 |
| Time saved | 5–10 hours/week |
| Segment | SMB + Founders |
| Requires | Expense Management skill |