Expense Reports for Client & Employer Reimbursement
Track expenses, attach receipts, and submit reports to a client, employer, or any external party — via PDF export, CSV, or a live shareable review link.
Importing Bank & Credit Card Transactions
Import CSV or Excel statements from any bank, credit card, or brokerage. Format is detected automatically — and AI handles banks not on the built-in list.
Reconciling Expenses to Bank & CC Transactions
Link expense report items to their matching bank or credit card entries — eliminate double-counting, adopt the bank amount as ground truth, and build a complete audit trail.
Tracking Business-to-Personal Reimbursements
Track expenses you paid personally on behalf of your own business, record when the business pays you back, and monitor your outstanding balance in real time.
AI Bookkeeper Memory
Teach the AI standing instructions that persist across every session — so you only have to say something once. Manage how facts age, pin critical rules, and compact redundant entries.
Advisors and Clients
Connect with a trusted accountant or bookkeeper who can push standing instructions directly into your AI memory — or act as an advisor yourself and manage suggestions across multiple clients.
Quick tips
- Forward any receipt email to receipts@myspend.info from your account email address — the AI reads the body and attachments and adds the expense automatically.
- Use the camera button to scan a paper receipt — AI extracts vendor, date, total, and category in seconds.
- Export a CSV from your bank's website and drag it into the Import Bank Statement dialog — MySpend detects the column layout automatically, and AI handles any format it doesn't recognise.
- Classify bank transactions as Biz Expense to include them in your reimbursable total. Classify an outgoing business payment as Owner Reimb. to trigger the settlement flow.
- Generate a Review Link to share a live view of your expense report with a client or employer — no account required on their end.
- Export to PDF with receipt images for the cleanest single-file submission to most expense portals.