Drop a folder of receipts and Taskade Genesis builds a tax-ready expense tracker grouped by deductible category, with running totals your accountant can use at filing time — in minutes. The Finance Tracker Dashboard is live right on this page: use it, then clone and own it in one click. The annual receipt panic becomes an app that's always ready.
Taskade Genesis reads each receipt — photo, PDF, or forwarded email — extracts vendor, date, and amount, and assigns it to a deductible category. The Relationship field links each expense to its category, client, and project, creating a relational tax record instead of a sorted folder. Seven project views render the data in the format your filing needs: a Table grouped by deductible category with running totals, a Calendar of the spend timeline, a Board for review status.
The embedded AI agents with 33 built-in tools (including OCR) do the categorization and review work: they sort expenses, flag receipts missing required fields, identify potential duplicates, and generate a year-end summary with deductible totals by category. Built-in automations flag gaps as they appear — missing receipt for a known expense, uncategorized item — through 100+ bidirectional integrations: pull receipts from Gmail and Google Drive, push the summary to your accountant's shared folder.
The Workspace DNA loop — Memory (every receipt filed) → Intelligence (agents categorize and audit) → Execution (automations flag and remind throughout the year) — means you hand over a clean, complete tracker at filing time instead of a shoebox.
Common questions
What deductible categories does the AI use?
Describe your business type and filing categories when you generate the app. The agent assigns receipts to your specific categories — office supplies, travel, professional services, meals, etc. — and you can review and adjust any assignment.
Can I share the tracker directly with my accountant?
Yes. Share a read-only link to any view, or export the Table data. The AI agent generates a formatted summary report on request — no accountant seat required.
What file types can I upload?
The agent handles JPG, PNG, PDF, and common image formats. It uses OCR to extract text from photos and scanned documents, including receipts with faded ink.
See finance templates, bookkeeping automations, and related converters: receipts to living expense tracker, invoices to expense tracker.