Getting started
Run the demo
Open the live demo. Run all four samples, then paste one of your own plain-text receipts. Pay attention to the cafΓ© sample: it fails on purpose, so you see what review looks like.
Request a trial
Use the trial form or email [email protected]. Tell us your monthly volume and which ledger you use β onboarding order follows real demand (see integrations).
Connect, then review
During onboarding we connect your first source (email forwarding or an expense app) and your first ledger (OAuth, never your password). Records post only after review, under your approval rules.
What you will not get from the demo alone: image OCR, a sandbox ledger push, or a multi-user workspace. A signed-in account adds image OCR and a QuickBooks Sandbox test push; a production ledger connection and a multi-user workspace are onboarding features β if a page ever implies otherwise, it is a bug in our copy, and we want to hear about it.