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Banking Insights
Every transaction matched to its receipt or invoice — automatically. No more digging through email at tax time to prove a deduction.
A deduction without a receipt is a deduction at risk
The transaction in your bank statement proves you spent the money. It doesn’t prove what you bought or why it was business-related — that’s the receipt’s job. When the IRS asks questions, “I know I have it somewhere in my inbox” is not a filing system. And reconstructing a year of receipts in April is how deductions quietly get abandoned.
For most expenses over $75, the IRS expects documentary evidence — the receipt, invoice, or bill behind the charge.
What the Receipt Matcher does
- Pairs each receipt or invoice you upload with its matching bank transaction
- Reads the vendor, date, and amount from the document — no manual data entry
- Flags high-value transactions that still have no receipt attached
- Keeps everything stored together, ready for your CPA or an audit
How you use it
- Upload receipts as you goPhotos, PDFs, or forwarded email invoices — whatever you have.
- Let the matching runEach document finds its transaction. You only confirm the rare ambiguous ones.
- Close the gapsA simple list shows which significant charges still need documentation — before tax season, not during it.
Every deduction, backed up and findable.
Early access opens soon. Join the waitlist — no credit card, no setup.