Scattered receipts and charges become a living tracker that totals, categorizes, and stays shareable with your accountant — not a dead Excel export you rebuild every quarter. Clone the Expense Tracker from Taskade Genesis and have a working tracker with auto-categorization the same day.
The live app above is the real tracker. Click "Use this app" to own a running copy in minutes: a relational expense ledger backed by a data table, with an AI agent that categorizes entries and flags duplicates, and automations that summarize at month-end.
Why spreadsheets fail at expense tracking
Spreadsheets are static snapshots. You export, format, categorize manually, send to the accountant, rebuild next quarter. This tracker is a living workspace: the running total updates the moment you add a line, the AI agent does the categorization, and the automation handles the month-end summary.
Workspace DNA runs the tracking loop:
- Memory — your category structure, vendor history, and prior months live in a relational database. The Relationship field links each expense to its client, project, or cost center — so the data rolls up correctly for reporting without manual grouping.
- Intelligence — an embedded AI agent with 33 built-in tools (including file analysis and OCR) categorizes each expense, flags likely duplicates, identifies unusual charges, and summarizes spend patterns in plain English.
- Execution — built-in reliable automations fire at month-end: the agent generates the summary, formats it for your accountant, and routes it via your preferred channel — email, Slack, or a shared portal.
Every view your financial workflow needs
- Table view — the full ledger: date, vendor, amount, category, reimbursable status, and receipt link
- Board view — sort expenses by status: to categorize, reimbursable pending, submitted, cleared
- Calendar view — recurring charges and billing cycles so nothing surprises you at month-end
- Chart/Table — spend by category over time so you see patterns, not just rows
Share a read-only view with your bookkeeper using the 7-tier roles — they see what they need without access to sensitive data.
Built for freelancers, consultants, small teams, and operators
- 100+ bidirectional integrations: pull bank transactions and receipt emails in automatically — triggers pull events in from Gmail, Stripe, and your bank feeds; actions push categorized summaries out to QuickBooks or your accounting stack
- The Relationship field links expenses to clients and projects — so a client's reimbursable spend rolls up to their record automatically and connects to the Invoice Tracker
- Clone-and-own: the tracker and its agents belong to you — no per-seat tax, no monthly SaaS fee just for expense tracking
- File analysis with OCR: upload a receipt photo and the AI agent extracts merchant, date, amount, and category — no manual data entry
Common questions
Can the AI categorize expenses across different tax categories?
Yes. You configure the category taxonomy in the agent's memory — your specific tax categories, business cost centers, or accounting codes. The agent applies them consistently and flags anything it's unsure about for your review.
What if I have a pile of past receipts to import?
Upload them as a batch and the AI agent processes each one via OCR — extracting merchant, date, and amount, then categorizing based on your configured rules. Or run them through the convert tools to process a CSV first.
How does this connect to the rest of my finances?
Pair with the Budget Planner so actuals flow straight into your planned-versus-actual view, and the Cash Flow Dashboard for the full money-in-money-out picture. Generate a custom finance tracker from a prompt or browse examples in the Community Gallery.