SoloBooks: Receipt Scanner

Bookkeeping for a business of one. SoloBooks keeps your receipts, statements and a fiscal year of income and expenses on your iPhone and iPad, with no account and no bank login. SCAN A RECEIPT, CONFIRM, DONE Scan with the camera, choose a photo, share a PDF invoice from Mail, or tell Siri to log an expense. SoloBooks reads the merchant, date, total and tax on your device, and the draft waits in To Review until you confirm it. IMPORT YOUR STATEMENTS Import bank and card statements as CSV, OFX, QFX, QBO or PDF. New transactions wait for review, duplicates are skipped, and recurring charges are recognized. TAX CATEGORIES THAT MATCH YOUR RETURN In Canada, expense categories carry the CRA's T2125 line numbers, like Office expenses · 8810. In the US, they follow Schedule C. GST/HST and other sales taxes are tracked on each expense. A RECEIPT FOR EVERY EXPENSE Receipts are filed in iCloud Drive, one folder per fiscal year, each named for its transaction. Missing Receipts lists the expenses still without one. FOREIGN CHARGES, CONVERTED Amounts in US dollars or other currencies are converted at the Bank of Canada's daily rate for their date. You can change the rate to what you were actually charged. YOUR FISCAL YEAR IN ONE FILE Fiscal Year Summary totals income and expenses by category and tag. Export the year as a CSV, or as a zip with every receipt file, ready for your accountant. PRIVATE BY DESIGN Your books are stored on your device and in your own iCloud, nowhere else. Receipts and statements are read on your device and never uploaded. SoloBooks keeps your records and adds them up; it doesn't file your return or give tax advice.