The Monthly Books Review is a one-click monthly bookkeeping checkup inside ExpenseBot. It scans your income, expenses, receipts, tags, reconciliation, and subscriptions for the month, then returns a short prioritized to-do list — each item with one direct action and the evidence behind it.
Where to find it
Settings → Priority card #1, or My Reports → Insights. Run it anytime; one review per calendar month, refreshable every 24 hours.
What it checks (seven areas)
- Finish setup — Gmail not connected, nightly scan off, or spreadsheet not ready.
- Expenses but no income — books look one-sided; add income to see profit.
- Possibly missing receipts — card transactions without a matching receipt (reconciliation gaps). Works best when you've uploaded a card or bank CSV.
- Tag suggestions waiting — approve or skip tag recommendations in one batch.
- Ready for a P&L — income and expenses both present; generate a profit and loss view.
- Subscription check — recurring charges to review for price increases, duplicates, or converted trials.
- Creator/platform income — Patreon, Twitch, YouTube, etc. detected; turn on creator features.
Who it works for
Freelancers, small business owners, content creators, and accountants managing client accounts. When an accountant opens a client account, the review shows the client's data — not the accountant's own.
Important notes
- On-demand only — you trigger it manually (automatic monthly emails are on the roadmap).
- Based on your actual spreadsheet totals and settings, not averages or generic AI output.
- Does not provide tax or financial advice.
- Your data stays in your Google Drive.
See https://www.expensebot.ai/monthly-books-review for the full feature page.