Track expenses by date, merchant, category, and total. Sort expenses by date, merchant, and total. Export data in CSV format. Upload receipts as PDF or images. Search expenses by description and total.
Organize business documents with receipt scanning and OCR technology. Crop images, digitize documents, and store files in the cloud. Manage bank statements and invoices in one place. View and edit scanned documents directly.
Marshall and Sterling Administrative Services, Inc.
Check balances and view details
Check balances and account details for HSA, HRA, and FSA accounts. View transaction history and account summaries. Access real-time information and manage securely. Log in with existing website credentials.
Track benefit account balances and details with real-time access. View account information securely using existing login credentials. Enable Touch ID for authentication. No sensitive data is stored on the device.
Log expenses by scanning receipts with AI. View breakdowns and spending trends visually. Sync data across devices securely. Set reminders for financial goals and transactions. Track income and expenses in one place.
Track expenses with tag-able receipt entries and item-level details from retailers. Link Amazon account for purchase history. Access all from a cloud-based vault. Manage budgets and view spending patterns.
The app automates business expense reporting using mobile devices. It captures receipt data, classifies expenses, and integrates with accounting platforms to ensure compliance and reduce fraud.
The app uses AI to analyze spending from scanned receipts, identifying spending spikes and duplicate subscriptions. It offers expense reports and a month-by-month category breakdown for users.
Manage purchase requests by approving or denying them. Search items, build carts, and place orders. Request and convert quotes. Track shipments in real time. View order details and share information with colleagues.
Log daily expenses and categorize them automatically. Track monthly spending patterns and receive budget insights. Set financial goals and monitor progress over time. Export data and sync across devices.