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Balance · Financials

Expense Management

OCR receipts, card-spend linking, mileage, and Schedule C export.

Financial by TableWork Requires Balance
Overview

Snap a receipt, forward an email, or link a card — Expense Management does the categorization the night before your accountant asks. Mileage tracking and a Schedule C export are built in.

What you get

Features

OCR receipt capture
Card and email spend linking
Mileage tracking
Schedule C export
Who installs it

Built for these businesses

Expense Management is a common pick for operators in these industries. Each has a recommended setup on its own page.

Save with a bundle

Included in 1 bundle

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Related modules

Try Expense Management free for 14 days.

No card. It's pre-selected when you sign up. Add or remove modules any time.

14-day Pro trial. At the end of the trial, your workspace moves to read-only. You choose a plan to continue — no automatic charges.