Every Expense Tracked, Every Deduction Captured
Photograph a receipt and AI fills in the vendor, date, total and tax lines for you to confirm. Track mileage, categorise spending and generate tax-ready reports.
Stop Losing Money to Missed Expenses
The average small business misses $5,000+ in deductions annually. CloudBooks makes sure you capture every one.
AI Reads Your Receipts
Photograph a receipt and AI pulls out the vendor, date, total, tax lines, reference number and currency. You check the values and save — no typing from a crumpled receipt at tax time.
Every Tax Line, Separately
A bill showing CGST and SGST comes back as two separate tax lines, each with its own rate and amount. Multi-currency receipts are recognised too, so international spending lands correctly.
Mileage Tracking Built In
Log business trips with start and end points. CloudBooks calculates the deductible amount using current IRS rates and adds it to your expense reports.
Attach Expenses to Projects
Link every expense to a project or client. Bill expenses back to clients, track project profitability, and never lose sight of where your money goes.
AI Receipt Scanning
Photograph a receipt and AI reads it: vendor, date, total, every tax line, the document's reference number, the currency, and a suggested category. The values appear in the expense form for you to confirm — nothing is saved until you say so.
- Photo capture from mobile or desktop
- Vendor, date, total and reference extracted
- Each tax line separately, with rate and amount
- Currency detection and category suggestion
- You review and confirm before anything saves
Expense Categories Your Way
Every business is different. CloudBooks comes with standard expense categories out of the box, and lets you create custom categories that align with your chart of accounts and tax reporting requirements.
- Pre-built categories for common expenses
- Unlimited custom categories and sub-categories
- Auto-suggest based on spending history
- Map categories to your accounting software
Mileage Tracking and Travel Expenses
Whether you drive to client sites or travel for conferences, CloudBooks tracks every deductible mile and travel expense. Enter trips manually or use GPS-based tracking on mobile.
- Manual and GPS-based trip logging
- Current-year IRS mileage rates
- Round-trip and multi-stop support
- Travel expense grouping by trip
Tax-Ready Reports in One Click
When tax season arrives, you are ready. Generate detailed expense reports broken down by category, project, time period, or client. Export to CSV or PDF for your accountant.
- Expense reports by category, period, or client
- Tax-deductible expense summaries
- CSV and PDF export for accountants
- Year-over-year comparison reports
How It Works
From receipt to report in three effortless steps.
Capture the Expense
Photograph a receipt and AI extracts the details, or enter them manually. You confirm before it saves.
Categorize and Assign
Tag the expense with a category and optionally link it to a project or client for billable tracking.
Report and Deduct
Generate detailed reports anytime. At tax time, export everything your accountant needs in one click.
“I found $3,200 in deductions I would have missed last year. The receipt scanner alone pays for CloudBooks ten times over. Tax season went from a nightmare to a non-event.”
Ready to Get Paid Faster?
Join 30,000+ freelancers and small businesses who use CloudBooks to create invoices, track expenses, and manage their finances effortlessly.