Someone pings the team for receipts, screenshots the card statement, retypes every line into a spreadsheet, and guesses which charges break policy. Month-end eats a day, and one missing Uber receipt holds up the whole batch.
Use caseExpense reports that file themselves,
Expense reports that file themselves,
receipts and all.
Beagle chases the missing receipt, matches each charge to your policy, and drafts the report ready to submit. You review the exceptions, not the data entry.
The old way.
How Beagle runs it.
One teammate across your tools. No zaps to build, no tabs to switch.
Collects every receipt
Beagle reads the receipts dropped in Slack and forwarded to the shared inbox, pulls the amount, date, and vendor, and chases the ones still missing by name.
Matches charges to policy
Each line is checked against your expense policy - limits, categories, the receipt threshold. Anything over or unclear gets flagged, not silently passed through.
Drafts the report
Beagle assembles the report in your tool of choice - Expensify, a Google Sheet, the finance Notion - categorised and totalled, ready to submit.
Holds for your nod
Nothing files until you approve. Correct a category once and Beagle remembers it for next month.
What lands in your channel.
The Friday receipt chase, gone
Beagle DMs the people still missing a receipt with the exact charge - date, amount, vendor - so they know which coffee it was.
Out-of-policy, caught early
A $400 dinner on a $150 limit gets flagged in #finance with the line and the rule, before it lands in the report.
Ask across the pile in plain language
"What did we spend on travel last month?" Beagle answers from the receipts and the card feed together, with the lines attached.
Month-end stops being a day. It becomes a two-minute review of the exceptions.
Plugged into your stack.
OAuth in, every read scoped to the teammate who asked.
Common questions.
Can Beagle automate expense reports?
Yes. Beagle collects the receipts from Slack and email, matches each charge to your expense policy, and drafts the report in your finance tool. You approve it - nothing files on its own.
Does it work with Expensify, QuickBooks or a spreadsheet?
Beagle drafts the report wherever you keep it - Expensify, QuickBooks, a Google Sheet, or a Notion database. It connects with OAuth and writes only after your nod.
How does it handle missing receipts?
Beagle tracks which charges still need a receipt and chases the person directly with the date, amount, and vendor, so they know exactly which one. It holds the report until the gaps are closed or you waive them.
Will it catch out-of-policy spend?
Yes. Every line is checked against your limits and categories. Anything over the threshold or miscategorised is flagged for review instead of being passed through.
Another job, handled.
Client reporting
Weekly and monthly reports drafted in the account's voice, retention risk flagged before renewal.
Status reports
What shipped, what's stuck, what's next - gathered from the tools and posted on time.
Meeting follow-ups
Recap, action items, and the follow-up email - drafted before you're back at your desk.
