BANK STATEMENTS

Helps to keep track of your expenses/invoices and make sure you are not missing any

Stop the tedious manual expense match 

For some people, the process of managing their expenses and taxes can be a daunting task. It can be hard to keep track of all the transactions that you make and how they impact your tax liability. But with WEELIA, this process becomes easier to manage.

This is a great way to stay on top of your finances without having to spend hours doing it manually.

Import your bank statements into weelia and match with expenses and invoices.

Import bank and card statements and match them along with your expenses and invoices for an accurate tax reporting. Monitor the status of your invoices in real time, including which one needs to be paid and the payment history.

How Weelia helps

  1. Import your bank statements into Weelia
  2. Select.a bank transaction... the intelligent expense search will look for similar expenses already introduced by date and / or amount.
  3. If the expense already exists, just match the bank transaction with the existing expense.
  4. ...If not, just click over generate expense to generate an expense for that bank transaction...
  5. ...Optionally, add an image of the receipt or a PDF and add other contextual information of the expense, category, project, report, etc...

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