From Paper to Dashboard in Minutes.

Just snap a picture of your receipts or invoices. Our system captures the details, posts to QuickBooks Online, and delivers live dashboards you can access anytime.

How It Works

1) Snap & Upload

Take a photo or upload receipts, invoices, and bills via the portal.

2) Auto-Capture

OCR + checks extract vendor, dates, line amounts (powered by Dext).

4) Live Dashboard

Real-time KPIs, cash, AR/AP, and trends in your SSA dashboard.

Note: We combine automation with human review on flagged items to ensure accuracy.

Why Clients Love It

  • Save hours every week—no manual encoding.
  • Improve accuracy and reduce risk.
  • Faster month-end close with real-time posting.
  • 24/7 transparency with dashboards.
  • Scales with your business.

Request a Demo

FAQ

Is it secure?

Yes. Data is encrypted and handled under strict controls.

No. Use your phone to snap; dashboards are cloud-based.

No. It frees your accountant to focus on analysis and advice.

Coming Soon: Your personalized SSA Client Dashboard — join our early access list

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