Finance & accounting

Close your month without the shoebox

Forward a receipt, snap it with your phone, bring in your bank statements. KeyMetriq reads every document and pairs it with the right transaction, so reconciliation takes minutes instead of evenings.

It is the third of the month and the receipts are everywhere: a hotel invoice buried in your inbox, a software renewal on the company card, a crumpled parking receipt in someone's jacket pocket. You chase, download, rename, and the bank statement still refuses to add up. Most tools just display your numbers. KeyMetriq reconciles them. Every document you forward gets read, categorized, and paired with the exact bank transaction it belongs to, and month end stops being a project.

Receipts that file themselves

Forward a receipt by email 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. No renaming files, no retyping totals.

Example:Maria at Brightline Studio forwards a $214.60 hotel invoice from her inbox, and by the time she opens KeyMetriq it is already categorized under travel and matched to the card charge.

Matching across currencies and cards

Payments rarely arrive in tidy shapes. KeyMetriq matches invoices to transactions across currencies, credit cards, and split payments, so a bill settled in two parts or paid in a foreign currency still reconciles cleanly.

Example:A $1,200 design invoice from Hartley Creative, paid in two installments from two different cards, still lands as one matched document, to the cent.

One ready-to-file month end package

When the month closes, everything is already in place. KeyMetriq assembles your invoices, receipts, and statements into one tidy, ready-to-file package you hand to your accountant, instead of a folder of loose PDFs and a long email thread.

Example:On the first of the month, Dave at Cedar & Pine Woodworks exports a single package with every document attached, and his accountant files it the same afternoon.

Bank statements as the source of truth

Your bank statement is the ground truth, and KeyMetriq treats it that way. Refunds, disputes, and processor fees are accounted to the cent against what actually moved through the account, so your books match reality rather than estimates.

Example:When a customer disputes an $89 order at Lakeshore Supply, the reversal and the processor fee both show up reconciled against the statement.

Ask your numbers a question

The built-in AI assistant knows your live finances. Ask about unpaid invoices, this month's spending, or a vendor's payment history and get an answer from your real data, scoped to what your role is allowed to see.

Example:Rachel at Foxglove Candle Co. types 'which invoices are still unpaid this month' and gets the exact list from her live books in seconds.

What changes in week one

Receipts stop piling up in inboxes and drawersEvery card charge has its document attachedRefunds, disputes, and fees reconciled to the centYour accountant gets one package, not fifty emailsSpending questions answered in seconds, from live data

Make this the last month end you close by hand.

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