Forward an invoice or snap a receipt and the Invoice Tracker app — built on Taskade Genesis — has a clean, categorized ledger entry in minutes. No spreadsheet babysitting, no manual data entry.
The live Invoice Tracker app is embedded right on this page. Try it now, then click Use this app to clone a running copy into your workspace in one click — not a static template, a fully working bookkeeping app with data, views, and agents already wired together.
What the agent does for you
- Reads receipt photos and forwarded invoice emails using 33 built-in tools including OCR and file analysis
- Extracts vendor, date, amount, and tax-deductible flag automatically
- Files each entry to the right category and flags duplicates before they hit your books
- Keeps a live ledger in Table view you can share directly with your accountant
- Runs a monthly export automation on its own — no reminder needed
The full system behind it
This is Workspace DNA at work. Your chart of accounts and past categorizations live as Memory; the agent applies that Intelligence to every new receipt; Execution files the entry and sends the monthly export automatically. Each month, the agent gets more accurate because it remembers how you categorize.
Because this is a Taskade Genesis app, you own the ledger and can extend it — add reconciliation views, build a cash flow dashboard, or link expenses to client projects using the Relationship field that connects receipts to deals and proposals in one relational system.
Pull transactions automatically from Gmail, Stripe, and 100+ bidirectional integrations — triggers pull charges in, automations push the monthly summary out to your accountant or QuickBooks. View the same data across all 7 project views: Table for the ledger, Board for review stages, Calendar for payment dates, and more.
Custom domains and GenesisAuth (Business+) let you build a branded, authenticated finance portal for your accountant to log into directly — no shared spreadsheet links.
Common questions
Does this replace my accounting software?
It works alongside tools like QuickBooks or Xero — the agent keeps your records organized and exports a clean summary your accountant can import. The 100+ bidirectional integrations mean data flows both ways.
How does the agent learn my categories?
Your chart of accounts and any corrected entries become persistent Memory the agent applies to every future receipt. The more you use it, the fewer corrections you need.
Can my whole team use this without extra per-seat costs?
Yes — clone-and-own means you invite your full team across 7 permission tiers (Owner through Viewer) without a per-seat fee. Explore the Community Gallery for 150,000+ cloneable apps, or browse finance templates and the full agents library.
