Finance

Expense Tracking — Live Ledger with Full Audit Trail

Every transaction linked to its source. Full audit trail.

PaperworkAI's Expense Tracking module maintains a live ledger of every expense and revenue event for your business. Every transaction is created automatically from uploaded invoices and paid customer invoices — zero manual entry. Each entry links back to the original source document so you can always trace where a figure came from. DATEV export is one click.

Get started free →
0
Manual entries
1-click
DATEV export
100%
Audit trail

Key Features

Automatic Transaction Creation

Every uploaded invoice and paid customer invoice creates a transaction automatically — no manual entry ever.

Source Document Linking

Every transaction links back to the original document. One click to verify any figure from its source.

Smart Filtering & Search

Filter by date range, category, supplier, or amount. Find any transaction in seconds.

DATEV-Compatible Export

Export in the DATEV format your accountant expects — directly importable into their accounting software.

How It Works

1

Upload supplier invoices or mark customer invoices as paid — transactions are created automatically

2

Each transaction is assigned a category (food, beverages, labour, utilities) and linked to its source

3

Filter and review transactions by date, supplier, or category

4

Export to DATEV CSV for your accountant or download as PDF for your records

One-click DATEV export means your accountant gets clean data with zero manual preparation

One-click DATEV export means your accountant gets clean data with zero manual preparation.

Frequently Asked Questions

Does expense tracking work automatically or do I need to enter transactions manually?

Fully automatic. Every time you upload a supplier invoice, a corresponding expense transaction is created. When you mark a customer invoice as paid, a revenue transaction is created. Zero manual data entry.

Can I filter expenses by supplier or by date range?

Yes. The expense ledger can be filtered by supplier name, expense category, date range, amount range, or payment status. You can also search free-text across all transaction records.

Is expense tracking DATEV compatible for German accountants?

Yes. The DATEV CSV export matches the column structure expected by DATEV Kanzlei software. Your accountant can import the file directly without any reformatting.

Can I track both expenses and revenue in one place?

Yes. The expense ledger tracks both incoming costs (from supplier invoices) and outgoing revenue (from paid customer invoices). The net position updates in real time and feeds into your monthly P&L report.

Connected Solutions

Ready to transform your business?

Start free — 10 documents per month included. No credit card required.

Get started free →