Turn scattered receipts into an accountant-ready year end
ExpenseBot finds receipts in Gmail, combines them with uploaded documents and reviewed bank activity, and builds a year-end workbook in your Google Drive. Business users also get an Income Statement.
60-day free trial • No credit card • Your records stay in your Google Drive
Can I automate year-end bookkeeping?
Mostly. ExpenseBot is the evidence layer before the accountant or ledger: it gathers receipts, inbox documents, and optional bank activity, helps you review the records, then generates an accountant-ready year-end workbook. It does not file your return, close the books in a general ledger, or guarantee completeness.
Already a user? Open My Reports → Year-End when your records are reviewed.
365 receipts. How long does it take?
Manual entry
12+ hrs
~2 min each × 365
ExpenseBot
Review, not retype
Receipts are read for you; you check the results
What you get at year-end: an Income Statement and tax form worksheets
The year-end workbook is generated from the receipts and income already tracked in your own Google Sheet. Review it yourself or hand it to your accountant — nobody retypes anything.
📈 Income Statement
Revenue, expenses, net income and margin for the year — a frozen snapshot at generation. Anything still needing review is listed at the top of the statement, and an incomplete side shows "Unavailable" rather than a wrong zero.
📋 Tax forms filled in
For the USA and Canada, the Schedule C or T2125 values are filled in box by box from your categorized records, with a worksheet so you can file yourself or send it accountant-ready.
📊 Summary and worksheets
Category totals, business-use percentages and the source receipt behind every line — the audit trail lives in your Google Drive.
Want to see the layout first? Copy the free income statement template (Google Sheets).
“My business records were wiped and I had to rebuild years of expenses from scratch. ExpenseBot scanned my Gmail back to 2020, added the income from my bank statements, and put together my 2025–26 year end with my deductions and spare parts as trading stock, ready for my accountant. Wish we had this back in 2000.”
— Des, gadget repair, Australia
How ExpenseBot Catches You Up
ExpenseBot is a receipt catch-up app: drag and drop hundreds of receipts at once, and the AI extracts the merchant, amount, date, tax, tip and category so everything is organized for your accountant. Closing a fiscal year that does not end December 31? The fiscal calendar 2026 lists FY2026 dates for every common year-end, with a year-end close checklist. For US, Canadian and UK return dates, see tax filing deadlines by country.
1. Find receipts
The Gmail receipt scanner collects emailed receipts, and you can bulk upload PDFs, images and photos of paper receipts. A subscription covers every year you're subscribed; a past year such as last year is a one-time purchase.
2. Check the money trail
Optionally connect a supported bank or card through Plaid for credit card reconciliation, so unmatched charges stand out. No connection, or an older year? Upload the bank, credit-card and line-of-credit statements as PDF or CSV files instead and review the activity before anything is saved — the buttons are in manual bank and card statements.
3. Review before generating
Confirm classifications, duplicates and omitted items, then record and check your business income with the income and expense tracker. Anything unresolved stays visible for review rather than being guessed.
4. Generate the handoff
The Year-End workbook is saved to your Google Drive. Business users get a frozen Income Statement (see profit and loss for small business), and supported US and Canadian flows prepare Schedule C or T2125 worksheets — for Schedule C filers, review the categories first. ExpenseBot does not file taxes.
Import statement activity before year end
If your bank is not connected, or the year you need is older than a new connection can reach, upload the statements instead. ExpenseBot reads bank, credit-card and line-of-credit statements uploaded as PDF or CSV files and proposes income and expense rows for review. No Plaid connection is needed. Uploading a statement proposes activity for review; it does not write income or expenses on its own, and it does not generate the Year-End workbook.
- Open My Reports → Year-End, choose the period, and click Upload statements in the Bank activity card. The same button is on Add Income, Review Income and Review expenses.
- Choose one or several PDF or CSV statements from the same account. ExpenseBot detects whether each file is a bank, credit-card or line-of-credit statement and asks you when it cannot tell.
- Review the extracted activity page by page. If you stop part-way, choosing the same files again resumes the upload where it left off.
Review what belongs in the books
Each transaction gets one explicit outcome, and nothing is saved until you confirm it:
- Add income — a deposit that is business revenue, with its source and category.
- Add expense — a purchase, fee or interest charge, with its merchant and category.
- Other activity — a transfer between your own accounts or a card repayment, recorded as reviewed without adding income or an expense.
- Review later — leave it unresolved; it stays visible under Not added yet.
Let ExpenseBot add a statement automatically and it skips anything already in your books and sets possible duplicates aside for you to check, or choose Review transactions yourself and decide row by row. Every added row keeps a record of the statement it came from, and you can edit or remove it afterwards. Card purchases can still be matched against receipts with credit card reconciliation, and a connected bank keeps bank deposit reconciliation. The exact buttons are in manual bank and card statements.
Generate the year-end handoff after review
When the statement rows are confirmed, generate or regenerate the Year-End workbook. It is built from the reviewed records in your ExpenseBot books, including the rows you just added, and business users get the Income Statement tab. ExpenseBot does not file the return, close a general ledger, guarantee that every transaction was found, or prove that your account balances reconcile. Accountants and bookkeepers can do the same inside an accepted client’s workspace — see ExpenseBot for accountants.
Ready to Catch Up?
Start gathering your receipts now — no credit card required.
Frequently Asked Questions
How many receipts can I upload at once?
Hundreds. Drag and drop PDFs, images, or multi-page documents. ExpenseBot processes them all automatically.
What does the AI extract?
Merchant, amount, date, tax, tip, and category from each receipt. Auto-categorized for taxes.
Can ExpenseBot automate my year-end bookkeeping?
Much of it. ExpenseBot scans Gmail for receipts, organizes them in your Google Sheet, can reconcile supported bank and card activity, and generates a year-end workbook after you review the records. It does not file your return, close your books in a general ledger, or guarantee that every receipt was found.
Does ExpenseBot file my taxes?
No. ExpenseBot prepares organized records and, for supported US and Canadian flows, Schedule C or T2125 worksheets. You or your accountant review them and file the return.
Do I have to connect a bank account?
No. Connecting a bank or card through Plaid is optional and is used to reconcile your records against the money trail. Without a connection, upload the bank, credit-card or line-of-credit statements you download from your bank as PDF or CSV files: ExpenseBot reads the activity for you to review, and only the rows you confirm are added to your books.
Can I upload bank statements for year end?
Yes. Open My Reports → Year-End, choose the period, then click Upload statements in the Bank activity card to add bank, credit-card or line-of-credit statements as PDF or CSV files. ExpenseBot reads the activity, proposes income and expense rows, and sets aside anything already in your books or a possible duplicate. Rows you confirm count toward the Year-End workbook. Transactions from a year you don't have aren't added until you get that year. ExpenseBot does not file your return.
Does importing a statement change my books automatically?
No. Uploading a statement creates proposals for review. Nothing is added to Income or Expenses until you start adding or save the rows you have reviewed, and every added row can be edited or removed afterwards.
How are transfers and card repayments handled?
Mark them as other activity. A transfer between your own accounts or a payment to your credit card is recorded as reviewed without adding income or an expense. ExpenseBot does not assume every deposit is income or every payment is an expense.
Can it find deductions from my bank?
It helps you check for gaps. With a supported bank or card connected through Plaid, ExpenseBot reconciles transactions against your receipts so unmatched charges stand out for review. You decide what is a business expense; it does not judge arbitrary bank transactions deductible for you.
Do I need a subscription to generate the year-end workbook?
Not always. A subscription covers this year's Year End, statements and receipt scanning, plus bank connection, for every year you're subscribed. $79 — one past year: Year End workbook, bank statements and Gmail receipt scan for that year. $199 — all past years: the same for every year up to the latest finished year. If your tax year doesn't follow the calendar (UK, Australia, NZ, India, South Africa), you get a tax year instead of a calendar year.
Does it help with tax forms?
Yes. For supported US and Canadian flows, ExpenseBot pre-fills Schedule C or T2125 worksheets from your categorized expenses, for you or your accountant to review and file.
Does the year-end report include an income statement?
Yes. The year-end workbook includes an Income Statement tab: revenue, expenses, net income and margin for the year, generated from your tracked records as a frozen snapshot. Regenerate the report to refresh it. It is separate from the tax form summary and is not an audited statement.
What does a business get in the year-end workbook?
A summary tab for each expense category, the receipt behind each line, business-use percentages, a tax form summary, and an Income Statement tab with revenue, expenses, net income and margin for the year. The workbook is saved in your Google Drive. Anything still needing review is listed rather than hidden, and an incomplete side shows Unavailable instead of a false zero.
Where is my data stored?
Your durable receipt files and year-end records are stored in YOUR Google Drive. Limited service metadata and temporary processing are described in the Privacy Policy.
Don't let Dec 31 sneak up on you
Upload your receipts now, review them, and hand your accountant an organized year-end workbook.
Try it free for 60 days — no credit card required.
No credit card required
✓ No credit card • ✓ Bulk upload • ✓ Auto-categorized
✓ Export to QuickBooks, Xero • ✓ Your data stays in Google Drive