Setting up
- Start by role (Finance, IT, Owner)
- Choose the right integration
- Sign up or log in
- Complete onboarding and create your organization
- Finish setup with Get started on the dashboard
- Import transactions (statement, Plaid, or Xero)
- Forward an invoice by email
- Connect Google Workspace for the People directory
- Connect Gmail for invoices and receipts
- Connect Google Drive for invoice PDFs
- Connect Plaid to import card charges
- Connect Xero to import charges and sync reconciled spend
- Connect WhatsApp to send receipts from your phone
- Install the Chrome extension
- Invite your team
Managing subscriptions
- View and filter subscriptions
- Review subscriptions in the Review queue
- Add tags or aliases
- Sort by Last Used
- Export the subscription list to CSV
- Change owner in bulk
- Edit owner, status, or billing cycle
- Fix a subscription miscategorized as Others
- Group subscriptions under one vendor
- Review duplicate charges on a subscription
- See who is using a subscription
Working with transactions
- Open Transactions
- Understand transaction rows and evidence
- Match an invoice to a charge
- Request a missing invoice
- Send a public upload link
- Change the owner of a charge
- Filter, export, or delete charges
- Sync reconciled charges to Xero
Tracking renewals
- View upcoming renewals
- Filter renewals by owner or billing cycle
- Configure renewal reminder timing
- See renewals on the dashboard calendar
- Subscribe to the renewal calendar
Collecting documents and invoices
- Upload a statement or invoices
- Track whether a request has been fulfilled
- Search, filter, and export files
- Reparse documents that failed to match
- Bulk export documents
Team and permissions
- Invite a teammate and assign a role
- Accept an invite link
- Search with ⌘K
- Understand what each role can do
- Approve or reject a join request
- See every app a person uses
- Update the organization name (Owner only)
Reporting and visibility
- Read dashboard KPI cards
- Customize dashboard widgets
- Understand Trend vs Actual Spend
- See top vendors by spend
- Track app usage from the Chrome extension
- Check reconciliation on a subscription
- Watch processing in Activity
- Fix common issues
- Check upload size limits
Settings and configuration
- Set notification recipients and timing
- See email notification examples
- Auto-archive matching charges
- Update your display name and organization name
- Manage your plan and usage limits