Dashboard
Total Spend
$0.00
Import a statement to begin
Transactions
0
—
Needs Attention
0
Unassigned · 0 missing receipts
Spend by category
Spend by job
Recent transactions
| Date | Merchant | Card | Job | Cost Code | Category | Amount | Receipt |
|---|
Import
Drop CSV or PDF statements — the system handles the rest
Processing: file.csv
Parsing
Detecting bank format
Matching vendor rules
AI coding unknown vendors
Checking duplicates & saving
Drop statements here or click to browse
CSV or PDF · Chase · Amex · BofA · Capital One · Wells Fargo · PDFs read by AI
Ledger
QUICK:
Auto-assign:
| Date | Merchant | Card | Job | Cost Code | Category | Amount | Conf. | Receipt | Note | Flags |
|---|
Cards
Assignments
Default job per card · cost codes per job · foreman schedule
Card → Default Job
Charges auto-assign to this job by default
Jobs
Click a job to manage cost codes & overrides
Cost code overrides — select a job above
Overrides let you recode a specific vendor differently on this job vs. everywhere else.
Example: Home Depot normally codes to Materials, but on a plumbing job
you want it as Plumbing — 221100. Add an override here and it takes priority on import.
Click a job in the Job → Active Cost Codes panel above to manage its overrides.
Overrides only apply during import — they don't change already-imported transactions.
Overrides only apply during import — they don't change already-imported transactions.
Foreman schedule — job assignments by date
Enter which job each foreman was on each day. On import, transactions are automatically
assigned to the job that matches the card + date. This also resolves gas card fuel charges.
No schedule entries yet. Add foreman job assignments above or upload a time card CSV.
Code Library
CSI MasterFormat library — add custom codes as needed
Jobs
—
| Code | Name | Spend | Budget | Status |
|---|
Cost Codes
—
| Code | Description | Category | Scope | Spend |
|---|
Vendor Rules
130+ rules preloaded. Add any vendor name to auto-assign a cost code on import.
Reports
Spend by job, code and trend
Spend by job
Category mix
Job summary
| Job | Name | Materials | Fuel | Equip | Parts | Other | Total | Budget |
|---|
Statement History
Imported statements and monthly snapshots
Monthly snapshots
Built from your imported transactions
Import statements to see monthly spend snapshots here.
Imported statements
0 statements
No statements imported yet. Go to Import to upload your first statement.
Settings
Company, integrations and alerts
Company
AI configuration
Budget alerts
Supabase
Export
SMS alerts
Team access
Company profile
Applied to all exported reports and PDFs
Transactions below this amount won't show "Missing receipt"
AI configuration
Add your Anthropic API key to enable AI-powered vendor coding for unrecognized merchants on import.
Stored in this browser only — never transmitted to any server except Anthropic's API directly.
Do not share this page or your browser profile with others.
Transactions below this confidence go to manual review in the ledger
No API key set — using rule-based coding only
Auto-code rate: —
AI features
Each feature uses the API key above. Toggle on/off independently.
Auto-code unknown vendors
Transactions that land on OVH-REVIEW get sent to Claude for a best-guess cost code.
Pushes auto-code rate from ~89% to ~97%.
Receipt data extraction
When you upload a receipt image, Claude reads the merchant, amount and date and
auto-matches it to the right transaction.
Anomaly explanations
Flagged transactions get a plain-English reason instead of just a warning badge.
E.g. "Chevron charges are typically $80–120 — this is $847."
Monthly close summary
When closing a period, Claude writes a one-paragraph plain-English summary of
the month's spend for PMs and owners.
Budget alerts
Get notified when job spending approaches or exceeds budget. Alerts appear as banners in the ledger.
Enable budget alerts
Off by default — turn on to monitor job budgets
Database
Your data is stored securely in the cloud. No configuration required.
Checking connection…
Export
Configure report format and delivery preferences
Include company logo on exported PDFs
Include unassigned transactions in export
SMS alerts
Twilio integration — approximately $1.50/month at current volume
Enable SMS alerts
$1.15/month + $0.01/message · Twilio
Team access
Invite team members and manage their access level. Viewers can see all transactions and add notes. Owners can import, edit, and export.
Team invitations require Supabase to be configured. Set up Supabase first in the Supabase tab.
Viewer: read + notes. Owner: full access including import and export.
Current team
Connect Supabase to manage team members