Expenses

Coming Soon

Every dollar out that isn't a job cost — one book, categorised, ready for your accountant.

Target: Phase 1 — May 2026

Captures utilities, rent, insurance, software, marketing, and professional services.
Bank feed integration (Plaid / Yodlee) auto-categorises recurring bills.
Monthly + annual P&L-ready rollup by category.
BAS / GST / sales tax report exports in one click.

Categories (default chart of accounts)

Utilities: electricity, gas, water, internet, phone
Premises: rent, mortgage, council rates, security
Insurance: public liability, workers comp, vehicle, business
Software: this platform, Xero, dispatch, CRM, cloud storage
Marketing: Google Ads, Yellow Pages, truck decals, uniforms
Professional services: accountant, bookkeeper, lawyer
Licensing: trade licences, business registrations, trade associations
Training: certifications, courses, industry conferences

Capture

Bank feed connects via Plaid (US / AU) or Yodlee
Recurring bills detected + auto-categorised after 2 occurrences
Photo of a receipt → OCR → draft expense (mobile)
Email-to-expense inbox (forward a bill, it lands in review)

Reporting

P&L by category for any date range
Year-over-year comparison with trend line per category
Budget vs actual with alerts on overrun
Tax-ready exports: BAS (AU), GST (NZ), sales-tax (US)

Accountant Handoff

One-click Xero / QuickBooks / MYOB sync
Attach source documents (bills, receipts) to every line
Read-only "Accountant" role for quarter-end review
Lockable periods (close March, can’t edit April onwards)