Cross-check your scanned expenses against your credit card statement — connect your card via Plaid for automatic weekly reconciliation, or upload your statement as a PDF or CSV if you prefer not to connect directly.
To enable automatic reconciliation: after connecting your bank via Plaid, make sure the reconciliation toggle is switched ON in your bank connection settings. Once on, ExpenseBot automatically pulls your transactions on a weekly schedule and emails you when they're ready to review — no manual action needed.
⚠️ Credit card statements only — upload your credit card statement, not a bank account or chequing account statement.
🏦 What credit card reconciliation does: ✅ Cross-check expenses - Match your scanned receipts against your credit card statement ✅ Find missing expenses - Catch deductible purchases that weren't captured by Gmail scanning ✅ Month-by-month verification - Ensure every business expense is accounted for ✅ Home office deductions - Track utilities, internet, and rent payments automatically
Works best once you have 20+ receipts already processed in your account.
🔐 Security: Plaid connections are secured with bank-grade encryption. ExpenseBot never sees your login credentials.
💡 Looking to pull your full year of transactions for tax prep? If you want all your transactions for a full tax year — including income — use the Year-End Tax Workbook instead. Find it under My Reports → Year-End Tax Report.