Close your month without the shoebox

Forward a receipt to your workspace's private intake address, drag in a folder, or snap it with your phone. KeyMetriq reads the vendor, amount, and date, categorizes the expense, and pairs it with the matching bank transaction on its own. Turn on auto-filing and confident matches file themselves; anything uncertain waits in a review inbox instead of guessing. A bill for a service period that is already over files under the month the service ended, so the August hosting invoice dated September 3 still lands in August.

Send your accountant one link instead of another account to manage. The portal opens without a login, scoped to the accounting period you pick: statements, invoices in both directions, bank transactions with their documents attached, the client and supplier contracts running in that period, global search, and the one-archive accounting pack. Add a password and an expiry date if you want them, and every action inside is logged.

Set up recurring obligations and recurring income as contracts, and each month KeyMetriq materializes what should arrive: the retainer to invoice, the vendor bill to expect, the tracked hours to bill. Alerts fire when a month passes with no invoice, when tracked work sits unbilled, and when the amount invoiced differs from what the contract expects.

Upload the loan contract and repayment plan PDFs and AI drafts the complete amortization schedule for your review; nothing is saved until you confirm it. Credit card statements match to their bank payments by payment reference, and a reminder fires when a minimum payment is coming due with nothing recorded against it.