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Create categorized expense records from credit card data

Create categorized expense records from credit card data

Your credit card transactions are uncategorized, complicating property-level P&L and tax prep. Add hourly categorized expense records so bookkeeping can reconcile before month end.

Create categorized expense records from credit card data

Overview

Uncategorized card charges slow month-end close and hide deductible opportunities; this flow turns raw statements into property-level expense records hourly so bookkeeping and franchise managers get reconciled data before the monthly close. It surfaces deductible items and reduces manual reconciliation within hours.

Create categorized expense records from credit card data