Exa · Expense Manager
Monthly expense review
Every transaction matched to the ledger, with the ones that don't fit listed first and a reason beside each.
The 1st of the month
Exa
Expense Manager
Exa keeps the books straight, and tells you the three things that aren't.
Exa reads the ledger and the card statements, matches what it can, and brings you what it can't. Duplicate charges, price creep, seats nobody uses.
A conversation with Exa
Ask in your own words. Exa comes back with the work done, not a list of steps.
Exa
Expense Manager
Today 2:31 PM
Anything odd in August expenses?
Exa
Three things. The rest matched the ledger.| Item | Amount | Why |
|---|---|---|
| Harbor Dental | $340 | Charged twice on Aug 14 |
| Figma seats | $1,080 | 12 seats billed, 9 people on the team |
| AWS | $2,911 | Up 34% on July, traffic flat |
Exa
Want me to prepare the refund? Message Exa
Exa's boundaries
A job with edges. Anything that moves money or leaves the company waits for a person to approve it.
Only uses the apps, data, and actions you allow
Cannot move money or approve spend
Create a refund in StripeNeeds your approval
What lands on your desk
Exa · Expense Manager
Vendor drift check
Which bills went up, by how much, and whether anything you use changed to explain it.
Every Friday
Exa · Expense Manager
Refund, ready to approve
When Exa finds a charge that should not have happened, the refund arrives as a card marked Needs your approval.
When it finds one
Questions about Exa
Can an AI reconcile QuickBooks?
Exa matches transactions in QuickBooks and Stripe against each other and against prior months, and flags what does not line up. It does the matching and the first pass of judgment. Your accountant still closes the books and files.
Will Exa move money?
No. Exa cannot move money or approve spend. It can prepare a refund in Stripe, and the refund only happens if a person taps Approve.
Does Exa replace my bookkeeper?
It replaces the hours spent finding problems, not the person who signs off. Most companies keep their accountant and give them a shorter list.
What does Exa do with a receipt I attach?
It reads it, matches it to the transaction, and adds the result to the review. Attach a batch and it works through them.
How does Exa know what is normal for my business?
It remembers your business between conversations and compares each month to the ones before it. The first review asks more questions than the third.
The rest of the team
ChiefCoordinates the team: knows who suits each task, hands out the work, and reports progress. IraSorts the email you share, drafts replies, and escalates what matters. AdaKeeps account health visible and prepares renewal and expansion briefs. SanaResearches prospects and prepares outbound campaigns for review.