Dashboard
Company portal foundation
Vendor matching and bill import automation starter. QuickBooks and Make.com integrations are prepared as future connection points.
Active vendors
4
Expense categories
5
Bill runs
2
Needs review
1
Review canonical vendors, QuickBooks IDs, aliases, and matching readiness.
Expense CategoriesManage default QuickBooks expense accounts used for bill line categories.
Bill RunsReview each folder-level invoice processing batch and its rollup status.
Bill ImportsInspect incoming bill import records and their vendor matching status.