9 Founding Partner Spots Left Lock in 25% off forever Compatible with Xero & QuickBooks

The Problem with "Automated" Expense Tools

The First Expense Tool That Doesn't Need Babysitting.

Legacy OCR tools like Dext require you to verify every receipt. ExpenseFlow's AI is accurate enough to auto-publish, giving you back 15 hours of billable time per week.

Xero & QuickBooks SOC 2 Ready Powered by Claude AI
See OCR vs AI

Only 9 spots left — Lock in 25% off per-client pricing forever

expenseflow.ai/clients

Your Clients

5 active practices

12 Pending
89 Synced
AC
Acme Corp
9 duplicates detected • Review urgent
Urgent
TC
Tech Co
12 expenses • Ready to sync to QBO
Ready
RC
Retail Co
All expenses synced • Up to date
✓ Synced
50h
Saved/Month
5
Active Clients
95%+
AI Accuracy
✨ Multi-Client View
The Elephant in the Room

Why "Rules & Templates" are Obsolete

You already know your current tool requires constant babysitting. Here's why that will never change.

The "Old Way" (Dext, Hubdoc, etc.)
Technology
OCR + Rules Engine
Pattern matching from 2015. "If field X = this, then..."
Setup Time
2-4 weeks per client
Training templates for every vendor format
When Client Gets a New Vendor
Create new template
Manual intervention every time. The "automation" stops.
Crumpled Receipt Photo
Extraction Failed
"Please manually enter this receipt"
Accuracy Rate
~75-85% (they claim 95%+)
You still check every single one. Because you have to.
Your Role
Human Quality Control
Verify, correct, re-categorize. Every. Single. Time.
The "Flow Way" (ExpenseFlow)
Technology
Claude Sonnet 4.5 Vision AI 2025
Understands context like a human. Reads, reasons, categorizes.
Setup Time
5 minutes per client
Connect QBO/Xero. AI learns your chart of accounts. Done.
When Client Gets a New Vendor
Just works
AI reads and understands any format. No templates needed.
Crumpled Receipt Photo
Extracted with 99% confidence
"Looks like a coffee receipt from Starbucks, $5.75, categorized as Meals."
Accuracy Rate
99%+ Auto-publish ready
Confident enough to sync directly to QBO/Xero. No babysitting.
Your Role
Strategic Advisor
Spend time on insights, not data entry. That's what clients pay for.
🎯
Here's the uncomfortable truth:

Dext and Hubdoc were built before AI. They'll add "AI features" to their marketing, but the core engine is still rules-based OCR. That's not a product limitation—it's a business model. They need you to keep checking, because if you didn't, you'd realize you're overpaying for 2015 technology.

Solving the Real Problem

Your Clients Will Actually Use It.

The best expense system in the world is worthless if clients don't submit receipts. We've eliminated every friction point.

The "Magic Email"

Each client gets a unique forwarding email. They forward receipts from their inbox—no app, no login, no training.

Client just forwards to:
[email protected]
Works with Gmail auto-forward rules

The "Messy Shoebox"

Client sends 47 photos in one email? Blurry? Crumpled? Sideways? We sort, orient, and extract every one. No judgment.

47 receipts → Auto-sorted
Handles any image quality

The "Nudge Bot"

Client hasn't submitted in 7 days? They get a friendly reminder—from you, automatically. No more chasing. No awkward emails.

"Hey! Any receipts from this week? Just forward them to your ExpenseFlow email."
Customizable cadence & tone
The insight that changes everything:

Your clients aren't lazy. They're busy. Make submission effortless, and they'll do it. ExpenseFlow is designed for the clients you have—not the clients you wish you had.

The Margin Math

Increase Your Margins. Scale Without Hiring.

Let's do the math on what ExpenseFlow actually means for your bottom line.

Your Bookkeeping Practice ROI

Based on 10 clients, $75/hour billable rate

1 Time Saved Per Client

Receipt chasing eliminated +3 hrs/mo
Data entry automated +8 hrs/mo
Categorization time +4 hrs/mo
Context switching reduced +2 hrs/mo
Total per client 17.5 hrs/mo

2 Annual Impact (10 Clients)

Hours saved per year 175 × 12 = 2,100 hrs
× Your billable rate $75/hr
= New billable capacity $157,500
− ExpenseFlow cost ~$2,400/yr
Net ROI $155,100/yr

The Real Opportunity

Those 175 extra billable hours per month aren't just margin—they're growth capacity. Take on 3-4 more clients without hiring. Or keep your current book and finally have time for advisory work. This is how solo bookkeepers break $200K.

Conservative estimate. Your actual time savings may be higher depending on client complexity.
Agency-Grade Infrastructure

Your Firm's Command Center.

Stop juggling passwords and Incognito tabs. Switch between client files in one click with a dashboard designed specifically for high-volume firms.

All Clients
Morning overview — Nov 22, 2025
12 clients
Client Name
Pending
Last Sync
Status
Action
AC
Acme Corp
Retail • QBO
23
2 days ago
Attention
BL
Beta Ltd
SaaS • Xero
8
Today
Ready
TC
TechCo Inc
Technology • QBO
0
1 hour ago
Synced
DG
Delta Group
Consulting • Xero
0
3 hours ago
Synced
EV
Echo Ventures
Investment • QBO
5
Just now
New
Showing 5 of 12 clients • View all
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The "Morning Coffee" Dashboard

See the status of every client on one screen. Instantly spot who has outstanding queries or missing receipts without entering their specific file.

All clients at a glance
Priority-sorted by urgency
Status indicators (red/amber/green)

Zero-Friction Context Switching

Jump from 'Client A' to 'Client B' instantly. No logging out. No 2FA fatigue. Just pure speed.

One-click client switching
No more Incognito tabs
No repeated 2FA prompts

Granular Staff Permissions

Let your junior staff handle the data extraction, while you control the final review and sync. Keep sensitive client data secure with role-based access.

Junior/Senior workflow
Role-based access control
Full audit trail
Audit-Proof Integration

We Don't Just "Dump" Data. We Respect Your Ledger.

Two-way sync that maps perfectly to your existing Chart of Accounts. No duplicates. No generic buckets. No cleaning up the mess later.

QuickBooks Online
+
Xero

Live Chart of Accounts

We pull your specific GL codes and Tax Rates from Xero/QBO instantly. No manual mapping required.

The "Lock" Feature

Once a period is closed in your accounting software, ExpenseFlow respects the lock date. We never overwrite closed books.

One-Click Reconciliation

We attach the source document (PDF/Image) directly to the transaction in Xero/QBO. Audit-proof compliance.

The Advisory Shift

Stop Being a Data Janitor. Start Being a CFO.

When you stop fighting with receipts, you unlock the capacity to offer higher-value services.

Scale Without Hiring

Onboard 5 new clients next month without adding a single junior staff member. ExpenseFlow absorbs the volume.

Capacity grows, payroll doesn't
Revenue Opportunity

Sell "Cash Flow" as a Service

Use our predictive insights to offer "Cash Flow Forecasting" packages to your clients. Turn a $0 cost into a $500/month revenue stream.

Turn data into recurring revenue

The "No-Stress" Close

End the "Month-End Madness." Because data is processed in real-time, the books are practically closed before the month ends.

Day 1 close, not Day 15

This is the transition from "Compliance Practice" to "Advisory Firm." ExpenseFlow gives you the capacity to make that shift.

Predictable Margins

Pricing Built for Your Margins. Not Your Headcount.

Per client file. Not per user. Your client hires 5 employees? Your bill stays the same.

Founding Partner Exclusive

The Founding Partner Pass

Apply this pass to any tier above to lock in your wholesale rate

25% OFF

Lifetime discount on all volume tiers

Unlimited Users per Client

Stop paying for employee seats. Add unlimited team members.

Free Firm Account

Your entire team pays $0. Only client files are billed.

Concierge Migration

We move your first 5 clients for you. Vendor rules, history, everything.

Cancel Anytime

No annual lock-in. No cancellation fees. Export all data with one click.

Compare to Dext/Expensify

20-client firm saves ~$425/month

vs. Legacy Per-User Tools

$5,100/yr

We Don't Want 1,000 Users. We Want 10 Partners.

Most software companies launch and ignore you. We're doing the opposite.

We're capping our Q1 cohort at 10 firms so our engineering team can build exactly what you need. You're not just buying software—you're getting a dedicated engineering team to automate your specific workflow.

Once these 10 spots are filled, the "Founding Partner" discount and roadmap access will be closed forever.

Founding Partner Spots 1/10 Claimed
9 spots remaining

Common Questions From Bookkeepers

The real questions you're thinking (especially about switching)

Do I have to manually move my clients from Dext?

No. As a Founding Partner, we do the heavy lifting. Our concierge team will migrate your vendor rules and history for your first 5 clients. You just hand us the keys; we handle the move.

My clients are bad at tech. Will they struggle?

They don't need to log in. They just forward emails to their dedicated address or snap a photo. If they can send a text message, they can use ExpenseFlow.

What happens if you raise prices later?

You're Price-Locked for life. As a Founding Member, your $15/client rate is grandfathered forever, even when our public price goes up to $30+.

What if the AI categorizes something wrong?

You review all expenses before they sync to QuickBooks/Xero. When you correct something, the AI learns and won't make that mistake again. After 2-3 weeks, accuracy improves significantly because it's trained on your specific clients.

What accounting platforms do you integrate with?

QuickBooks Online and Xero at launch, with FreshBooks and Wave in the pipeline. You can also export to CSV for any other platform. Founding members get priority on requesting integrations.

How is this different from Dext/Hubdoc?

Legacy tools use template-based OCR (you define extraction rules). We use Claude Sonnet 4.5 (AI that actually understands context). No templates to configure. Plus, we charge per client file—not per user seat—so your margins stay predictable.

Wholesale Pricing. Enterprise Power.

Stop micromanaging subscription tiers. We pool your document limits across your entire firm, so your low-volume clients cover your high-volume ones.

Starter

1-10 clients

$21.75 /client/mo

$29 (25% founding discount)

Shared Pool: 3,000 Docs/mo
Flexible Overage ($0.085/doc)
Client Cash Flow Dashboard
All core features
Most Popular

Professional

11-30 clients

$18.75 /client/mo

$25 (25% founding discount)

Shared Pool: 9,000 Docs/mo
Flexible Overage ($0.065/doc)
Client Cash Flow Dashboard
Priority email support

Practice

31+ clients

$14.25 /client/mo

$19 (25% founding discount)

Shared Pool: 9,300+ Docs/mo
Flexible Overage ($0.04/doc)
Client Cash Flow Dashboard
Priority email support

How Pooling Works

If Client A sends 500 receipts and Client B sends 10 receipts, you pay zero overage fees because they share the same bucket. No wasted capacity. Your low-volume clients subsidize your high-volume ones.

How Billing Works

Monthly Bill Formula:

per_client_rate × number_of_active_clients = monthly_bill

Example 1: Simple Calculation

• You have 15 clients → Professional tier ($18.75/client)

• Monthly cost: 15 × $18.75 = $281.25

• Document pool: 4,500 docs/month (15 clients × 300 docs)

• Pool is shared across all clients—use documents however you need

Example 2: Adding Clients (Auto-Tier Adjustment)

• Current: 8 clients at $21.75/client (Starter tier) = $174/mo

• Add 10 new clients → Total becomes 18 clients

• Automatically moves to Professional tier ($18.75/client)

• Next full cycle: 18 × $18.75 = $337.50

→ Your per-client cost goes DOWN as you grow!

Example 3: Mid-Cycle Client Addition

• Add 5 clients with 21 days remaining in 31-day cycle

• Pro-rated charge: (21 ÷ 31) × $21.75 × 5 = $73.63

• Document pool increase: 1,016 docs (available immediately)

→ Only pay for the days you use

Pooled Documents: Maximum Flexibility

What it means: All your clients share one document pool.

• Client A uses 500 docs, Client B uses 100 docs, Client C uses 50 docs

• Total pool for 3 clients: 900 docs/month (3 × 300)

• Used: 650 docs → Still have 250 docs left for other clients

→ No stress about individual client limits. Use documents where you need them.

What If You Go Over?

• We notify you at 80% usage and 100% usage

• Overage rates: $0.085/doc (Starter), $0.065/doc (Professional), $0.04/doc (Practice)

• Or upgrade your plan to get more documents at a better rate

💡 Founding member pricing is locked in for life.

Cancel anytime, return later, and your founding price is still there.

Join the waitlist to secure your founding member discount

Limited Opportunity

The Founding Partner Program

We're looking for 10 bookkeepers to help shape the future of expense management. In exchange, you get exclusive benefits—forever.

Founding Partner Certificate

This certificate entitles the holder to the following benefits:

1

25% Off Forever

Locked-in pricing that never increases—even if you pause and come back later.

2

Direct Slack Access

Private channel with the founding team. Your feedback shapes the product.

3

Logo on Website

Featured as a founding partner on our public case studies page.

4

Priority Onboarding

Concierge setup with 1-on-1 training and white-glove migration support.

9 of 10 spots available

No credit card required • 30-second application • You'll hear back within 48 hours

What happens next: We'll review your application and reach out with onboarding details. Founding Partner benefits are locked in at signup and never expire.