Estate expenses,
documented and clean.
Administering a trust or estate means tracking every dollar. Make it effortless with a simple receipt inbox.
Administering a trust or estate means tracking every dollar. Make it effortless with a simple receipt inbox.
Set up a separate business for each trust, estate, or entity you administer.
Legal fees, property costs, tax prep — forward the invoice or text a receipt photo.
Download organized records for fiduciary accountings, tax returns, or court submissions.
Each entity gets its own organized record. Expenses never get mixed between accounts.
Legal fees, property maintenance, tax prep — forward the email and it's captured.
Keep every expense documented and accessible for beneficiaries or co-trustees.
Download organized records for fiduciary accountings, tax returns, or court submissions.
Unlimited receipts. No tiers. No surprises.
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