Finance

Expense Tracking — Every Business Expense Captured Automatically

Every business expense categorised and tracked in real-time.

PaperworkAI's Expense Tracking module captures every business expense the moment a supplier invoice or receipt is processed. The AI assigns the correct category, the live ledger updates immediately, and budget alerts fire when categories approach their monthly limit. Built for cafes, restaurants, and breweries, with one-click DATEV export for German Steuerberaters and standard CSV/PDF for accountants in other countries.

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0
Missed expenses
1-click
Categorisation
100%
Capture rate

Key Features

Smart Categorisation

AI auto-assigns expenses to the right category — food, beverage, utilities, payroll.

Live Spending Ledger

Filter expenses by category, supplier, project, or date in real-time.

Budget Alerts

Set monthly budget thresholds — get alerted before you overspend.

DATEV Export

One-click export to DATEV CSV format for your German Steuerberater.

How It Works

1

Every scanned invoice or receipt creates a categorised expense entry automatically

2

The live ledger updates immediately — sort and filter by category, supplier, project, or date

3

Set monthly budget thresholds; alerts fire when categories approach their limit

4

Export to DATEV (Germany) or CSV/PDF (everywhere else) in one click

Zero missed expenses

Automatic capture from invoices ensures no business expense is forgotten or unrecorded.

Frequently Asked Questions

How does PaperworkAI categorise expenses automatically?

The AI uses both the supplier name and the document content to assign the correct expense category. For example, an invoice from a known beverage supplier auto-categorises as 'Beverage Cost'. You can override any auto-assignment, and the AI learns your preferences over time.

Can I set budgets and get alerts when I overspend?

Yes. Set monthly budgets per category (food cost, labour, utilities, marketing, etc.). PaperworkAI tracks your actual spend against the budget and fires alerts in your Morning Briefing when you cross 80%, 100%, or any custom threshold.

Does PaperworkAI export expenses in DATEV format?

Yes. PaperworkAI exports expenses in DATEV CSV format, the standard used by German Steuerberater. The export includes all required DATEV fields: account number, BU key, posting text, debit/credit, and document reference.

What categories does PaperworkAI use for hospitality?

PaperworkAI ships with hospitality-specific categories: Food Cost, Beverage Cost, Labour, Rent, Utilities, Equipment, Marketing, Professional Services, Insurance, and others. You can add custom categories or sub-categories for your business.

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