Expenses & receipts

Capture, categorize, split, and correct expenses — and how the agent learns.

Expenses & receipts#

Capturing#

Photo — snap a receipt on Capture or mobile; OCR pulls vendor, amount, date, and tax.
Chat — "log $80 gas" creates it instantly.
Bank — linked transactions import and auto-categorize.

Categorizing (and correcting)#

Every expense gets a category. When the agent is confident it applies one automatically; when it isn't, the item waits in your review queue.

To fix a category, just tell the agent — "that Amazon charge is Office Supplies" — or edit it in the list. AgentBook remembers the vendor→category rule and applies it next time, so corrections compound into accuracy.

Splitting & flags#

Split a single charge across categories (e.g. a warehouse run that's part supplies, part groceries).
Business / personal flag keeps mixed accounts tax-clean.
Recurring expenses can be tracked so they're expected, not surprising.

Find missed money#

Ask "any deductions I'm missing?" and the agent scans for categories where you likely have deductible spend that isn't logged — often the difference between a rushed filing and real savings.

Next: Invoices · Reports & tax