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Turn Unclear Transactions into Clean Books — Automatically

With one seamless connection to QuickBooks Online, you’ll resolve uncategorized expenses in record time. No spreadsheets. No guesswork.

01.

Instantly Surface Every Unclear Transaction

Debits automatically syncs with QuickBooks Online, continuously pulling in new transactions and highlighting anything missing a category, description, or receipt.

You don’t have to dig. You don’t have to upload files. The system does the detection for you — instantly.

Uncategorized Transactions
02.

Get Answers From Clients in Seconds — Not Days

Select a transaction and send your client a simple magic link request asking exactly what you need: description, purpose, or receipt.

Clients reply in seconds — right from their device — and their answer attaches directly to the transaction.

03.

Categorize Faster With Bulk Actions

Once the information is in, you can categorize with incredible speed.

Filter similar transactions, apply the correct category in bulk, and sync them directly with QuickBooks Online.

04.

Review quickly and confidently

Every category, every clarification, every receipt — all pushed directly into your client’s books with no re-entry and no friction.

Frequently asked questions:

Turn Confusing Transactions Into Clean, Accurate Books.

No credit card required.

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