Adaptix Insight · Executive workspace
Live executive surface
Finance control

Expense Ledger

0 item(s) pending review

This ledger now reflects live receipt ingestion, deterministic categorization, approval workflow, and accountant-ready exports from the founder finance backend. Much less cosplay, much more accounting.

Ledger loading0 transaction(s) in ledgerOCR + categorization pipeline active
Approved spend
$0.00
Posted expense total in the current ledger view
Pending review
0
Transactions still awaiting human approval or correction
Deductible lines
0
Entries flagged tax deductible
Receipt coverage
—
Transactions with source document linkage
Receipt intake

Upload founder business receipt

Receipts are stored in the business finance document bucket, OCR-processed, categorized, and queued for approval when confidence is low.

Pipeline behavior
Low-confidence classifications stay pending until a founder approves them.
OCR → rules/Bedrock → review queue
Storage boundary
Operational receipts stay separate from personal tax vault storage and routes.
Business docs bucket
Expense register

Recent entries

Recent business transactions from the live receipt and approval pipeline.

Expense ledger
No business transactions uploaded yet
Category posture

Cost distribution

Approved category totals pulled from the finance dashboard.

Category posture
Awaiting approved activity
Export and controls

Accounting outputs

Generate accountant-ready exports from the same ledger that powers tax summary and review workflow.

Ledger CSV
Structured transaction export from approved ledger entries
Live export
Accountant bundle
Summary PDF, ledger, review JSON, and source-doc archive
ZIP package
Review discipline
Low-confidence or unapproved spend remains visible until resolved
Clear