SpendFlow

Stop juggling spreadsheets. SpendFlow organizes business expenses by clients, vendors, trips, and events—with AI that categorizes receipts instantly. Built for teams managing multiple projects simultaneously.

• AI-POWERED CATEGORIZATION Snap receipts, get instant categorization. Our AI pipeline learns from your corrections and improves over time. Supports printed, handwritten, thermal, and digital receipts.

• MULTI-DIMENSIONAL ORGANIZATION Tag every expense by client, vendor, trip, AND event simultaneously. Filter your entire view instantly—see all expenses for one client, or all Office Depot purchases across projects.

• DUPLICATE DETECTION Smart algorithms prevent costly duplicate entries with configurable sensitivity. Catch multiple team members photographing the same receipt.

• EXPENSE POLICIES & BUDGETS Enforce spending limits organization-wide or per category. Real-time budget tracking with burn rate calculations and early warning alerts before you exceed limits.

• TEAM MANAGEMENT Role-based access (Owner/Admin/User) with granular permissions. Real-time activity feeds keep distributed teams synchronized across locations.

• EXPORT EVERYWHERE 9 formats including QuickBooks Desktop (IIF), QuickBooks Online (QBO), Xero, Sage, FreshBooks, MYOB, CSV, and Excel. Regional tax codes (HST/GST/VAT) included automatically. Filter exports by client, vendor, trip, or event.

PERFECT FOR: → CPA firms managing client expenses without cross-contamination → Transportation companies tracking per-route profitability
→ Event planners juggling multiple simultaneous events → General contractors separating project costs for transparent billing → Manufacturers analyzing vendor spending patterns

TECHNICAL FEATURES:

• Azure Form Recognizer OCR technology
• Multi-language support (English, French, Spanish, German)
• Item-level expense breakdowns with tax detection
• GPS-aware receipt assignment for trip tracking
• Enterprise-grade security (end-to-end encryption, SOC 2 Type II)
• GDPR, PIPEDA, CCPA compliant with automatic region detection

ANALYTICS & INSIGHTS: Real-time dashboards show:

• Daily/weekly/monthly spending trends with line charts
• Category-wise budget vs. actual with visual indicators
• Trip profitability analysis (revenue minus route costs)
• Event per-attendee costs for accurate pricing
• Vendor spending leaderboards across all projects
• Client project margin tracking

WHAT CUSTOMERS SAY: "SpendFlow transformed how we manage 50+ client accounts. No more manual sorting during tax season." — CPA Firm Owner

"We discovered volume discount opportunities by seeing our total vendor spending across all locations." — Manufacturing Operations Manager

PRICING: Free trial. No credit card required. Plans start at $5.99/month for small teams.

Download SpendFlow today and turn expense chaos into financial clarity.

Questions? contact@spendflow.com Privacy: spendflow.com/privacy Terms: spendflow.com/terms