GP · Management company · Monthly
Find missing receipts in the inbox
Every cost the management company booked this month ends up with a receipt, found in your mailbox or chased, without a spreadsheet.
PlanFind missing receipts in the inbox
Find costs with no receipt
HeldChecks your mailbox is connected, then Operator lists the month’s booked costs that have no receipt attached.
OperatorSearch your inbox
HeldSearches your mailbox for a receipt for each of those costs, once you confirm the list. A search that fails for a passing reason is retried.
API actionGP confirmsConfirm the receipts found
HeldShows every receipt it found next to its cost, and you confirm them all in one approval.
API actionper receiptGP approves all in one goPick from likely emails
HeldWhere several emails could be the receipt, proposes the best one. You approve them together, and any you change come back on their own.
API actionper costGP approves all in one goUpload or mark as lost
HeldYou get a short list of what it couldn’t find, with reminders, and upload each receipt or mark it lost.
Personper costAttach the receipts to the books
HeldYour accountant attaches each receipt to its journal entry in the app.
PersonAccountant approvesReport the month’s coverage
HeldShows how many costs now have a receipt, and that none is left open.
API action
The plan as it runs: each step waits for the one before it, and stops at its gate until the owner approves.
At a glance
Who runs it, and when
- Who runs it
- GP
- What starts it
- The month ends and the management company’s books are about to close.
- How often
- Monthly
- Vehicle
- Management company
Ask Operator
Start it in a sentence
Ask Operator in chat. It drafts the plan for your fund, and nothing runs until you release it.
- You
Find the receipts we’re missing for October.
- You
Which of last month’s costs have no receipt?
- You
Search my inbox for the management company’s receipts.
The outcome
Every cost booked this month has its receipt attached or a note that it’s lost, and no line is left open.
What it proves
- Searches your own mailbox for the receipt behind every booked cost.
- Confirms every match in one approval, and reopens only the one you change.
- Hands you a short list of what it can’t find, with reminders until it’s done.
- Retries a search that fails for a passing reason.
- Finishes only once your accountant has attached the receipts to the books.