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Your AmEx, Ramp, and Brex statements come in. Every line maps to a cardholder, a date, and the IRS substantiation rule it needs to clear.
bitesize · receipts
Prep your books in 30 minutes
Get your receipts chased, approvals routed, and books handoff-ready in 30 minutes of approving.
- Reading your AmEx, Ramp, and Brex statements line by line for what's missing.
- Chasing each cardholder in Slack until the receipt, memo, and business purpose all land.
- Routing approvals to the right manager — and re-pinging until they actually click approve.
- Handing your bookkeeper close-ready books — every receipt coded, every approval logged.
From statement to clean books.
Three pillars cover the chase end-to-end — every receipt lands with its memo, every approval clicks through.
Chase
Cardholders get the ping in your voice — receipt, memo, and business purpose, with the policy gate baked into every ask. You send zero Slack reminders.
Hand off
Approvals route to the right manager. Coded transactions ship to your bookkeeper close-ready, with the audit trail intact.
Your receipts, on autopilot.
Six things run without you each cycle — every line matched, every memo collected, every approval logged.
Statement parse
Every AmEx, Ramp, and Brex line tagged with cardholder, date, and the policy rule it needs to clear.
Receipt chase
Slack and email pings to the cardholder — receipt, memo, business purpose — until all three land.
Policy gate
IRS $75 substantiation, your spend caps, and W-9 status enforced before any line clears.
Approval routing
The right manager gets the right approval — with re-pings until they actually click.
Slippage flags
Day-3, day-5, day-7 reports of what's still outstanding — before close week breaks.
Audit trail
Every chase, memo, and approval logged for the bookkeeper, the CFO, or an auditor.
Ready to stop chasing receipts?
Drop your card statement or tool stack. We'll send your chase-and-handoff plan in minutes.