1 Create your organization
- Open the portal and sign up with an admin email.
- Choose organization name, timezone, and currency.
- Sign in and open Dashboard.
2 Invite your team
From Dashboard → Members, invite people by email. They receive a link, set their own password, and join.
- Member (default): only their own expenses and income
- Finance / Admin: company-wide ledger and reports
3 Capture expenses
- Portal: Uploads tab or receipt upload panel
- Discord: expense channel with attachments
- WhatsApp: linked numbers + Meta delivery
- API / n8n: POST /api/v1/uploads/receipt
4 Review and approve
Staff roles use the Review Queue to approve, reject, retry OCR, and set categories. Members can inspect their own extractions expenses.