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Expense Tracking

Every expense captured. Zero manual entry.

Connect your bank once and Note.now imports every transaction automatically. Smart rules categorise them instantly. Your books are always current, always accurate.

  • Bank feed syncs daily
  • Smart auto-categorisation
  • Tax-ready all year
Every expense captured. Zero manual entry.

Stop losing money to untracked expenses

The average small business loses 5-10% of revenue to expenses that are never properly categorised or claimed.

Expense tracking features overview

Automatic bank feeds

Connect your business bank account and every transaction imports daily. No more manual data entry.

Smart categorisation rules

Set rules once - “Uber = Travel”, “AWS = Software” - and Note.now applies them to every matching transaction forever.

Receipt capture

Snap a photo of any receipt with your phone. Note.now reads the data and matches it to the transaction automatically.

Expense reports

See spending by category, vendor, or project. Spot where your money goes and make smarter decisions.

Tax-ready categorisation

Every expense is tagged to the right account, making your tax return and deductions straightforward.

Multi-user approval flows

Employees submit expenses, managers approve them. Everyone works from the same system, no spreadsheets passed around.

Pre-built categories for every type of business expense

Ready from day one, fully customisable to your chart of accounts.

Travel & transportMeals & entertainmentSoftware & subscriptionsOffice & suppliesProfessional servicesAdvertising & marketingUtilitiesEquipmentPayroll & contractors

Tax time made easy

Your expenses are tax-ready all year long

When you categorise expenses properly throughout the year, tax time stops being a scramble. Every deductible expense is already tagged, every receipt is stored, every number is reconciled.

Share your books directly with your accountant - no exports, no spreadsheets, no last-minute data gathering. They get everything they need in one place.

See all financial reports →·Track tax deductions →

  • Expenses mapped to tax-compliant chart of accounts
  • Receipts stored against each transaction
  • Mileage tracking with IRS/HMRC rate auto-calculation
  • Accountant gets full access for free on every plan
Expense tracking workflow

Expense breakdown - this quarter

Software & subscriptions$1,840
Payroll & contractors$1,610
Advertising & marketing$1,150
Office & utilities$690
Travel$460

Never miss a deductible expense again

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