ThirtyNine Capital
CoS Receipt Intake
A private, owner-operated workflow for capturing receipts and creating supervised initial expense entries in QuickBooks Online.
This integration records receipt-backed expenses and attaches source documents. It does not reconcile accounts, match bank-feed transactions, move money, process payments, or replace the bookkeeper.
How it works
An authorized owner can forward a receipt to a controlled Microsoft 365 mailbox or send one through the owner’s WhatsApp channel. The workflow extracts the merchant, date, amount, payment account, and category, then applies deterministic policy checks. Ambiguous items stop for review. QuickBooks writes require either explicit approval or a separately configured, narrow auto-post policy.