Our Process

1. Submit Transaction Information To Us –

It’s really that simple, you submit information about your transaction to us, we take care of the rest. Kind of a “Submit it and Forget it”.

    You Can Send:

  • Login to our portal
  • Submit through our Ticket System
  • Email a photo of your receipt

It’s that Simple.

2. We track transactions and match receipts.

3. We download your monthly Bank Statement

4. We categorize and match Everything to the statement.

5. We’ll pass a question report for any transactions that cleared we weren’t aware of.

6. You receive your Monthly Financial Reports to you.