Finance
Expense Categories
Imports are handled by Claude via MCP: the CSV is read, vendors are matched to their category, and new vendors queue here for one-tap mapping. Tables stay generic, so QuickBooks or any other source works.
Needs mapping 27
27 unmapped vendors
Known to the system but attached to no category. Pick a bucket to file them.
Stephen Politte
RareFin Technologies LLC
Brent McDowell
McDowell, Brent
Account 51029
Account 62029
SC3 Partners
Monthly contractor accrual
James Lawrence
Quartermoon Consulting
Qais Attarwala
Account 61029
Emily Gibbs - Mission University
Cairn Digital Media
Rebuy Engine
Emily Gibbs
Content Snare
Mitchell Glazier
Return Item Chargeback
Hall, Seth
Meow Apps
Chase Credit Card
Kansas Department of Revenue
Online Banking payment to CRD 8256 Confirmation# XXXXX75929
Seth Hall
Connekt Media
Solstice
Cost of Goods Sold 1
Contractors
Budget 2026$1,111
Actual$76,018
Claude Ball Creative LLC Jaxified Consulting Juan Sosia Samson O'Shaughnessy
Operating Expenses 12
Commission
Budget 2026$0
Actual$0
3Owl Agency
Donations
Budget 2026$600
Actual$300
Convoy of Hope Girl Scouts of Connecticut We Are Neutral
Equipment
Budget 2026$0
Actual$3,449
Apple Apple.Com/Us Best Buy Micro Center
Events
Budget 2026$513
Actual$4,710
Eventbrite Lucky Strike Regus TopGolf
Fees
Budget 2026$5,059
Actual$5,041
Bank of America Corporate Payroll Services Georgia Department of Revenue Payments QuickBooks Payments
Food
Budget 2026$328
Actual$203
Antico Pizza Blue Ribbon Brasserie Boulder Creek Coffee Break Coffee Roasters Brewed Up, LLC Cafe Hugo Dd *Doordash Saharacaf Dd *Doordash Truefoodk El Super Pan Good Word Brewing Just Love Kroger Los Tacos No. 1 - Gr Meal and Entertainment Reimbursment Meals & Entertainment Minero - Atl No receipt // Coffee with Liz Reitman from EO NYC Rare Bird Emporium Reading Room LLC Sessions Stand Spiller Park Coffee Starbucks Taqueria Tsunami The Albert
G&A
Budget 2026$7,110
Actual$5,090
104 Cambridge Avenue, LLC Accquip Allianz Amazon Amtrust North American Hiscox LEGO Madman Minuteman Press Rhine Law Firm Take Command Insurance Agency The Rhine Law Firm Y.O.L.O Taxes
Payroll & Benefits
Budget 2026$172,155
Actual$84,205
Anthem Auto-Owners Insurance CareSource Chris Dividends Health Insurance LT Trust Monthly Payroll Allocation Office Reimbursement Office Reimbursement for 2 payrolls in May Office Reimbursements Office Stipend Reimbursements Payroll Taxes Reimbursement Reimbursements Reimbursements- Office Retirement Plan Salaries & Wages Severance Uhc Exchanges
Sales & Marketing
Budget 2026$18,079
Actual$8,476
10X Solo Community Abrighterweb American Marketing Association Buffer Bureau Dubois Consulting Entrepreneur's Organization Internet Marketing Gold LinkedIn PayPal Podmatch Riverside FM Rootstock UpWork VistaPrint
Staff
Budget 2026$0
Actual$1,800
Shock Social
Tools & Software
Budget 2026$28,867
Actual$14,924
123RF 1Password Alderaan Enterprise All in One WP Migration Amazon Web Services Apollo.io Asana Atlassian Aware Bensound Music Licensi ChatGPT Claude AI Crazyegg.com Cursor Devocion Dex Envato Evernote Subscription Reimbursment Figma Firefly Flat Icon Font Awesome Front GoDaddy Google Grammarly Gravity Forms Gusto Harvest Hero Themes HubSpot Intuit Jitter Video Loom MailChimp Mange WP Marker.io Motion NameCheap Octopus Pro PandaDoc Poppy AI QuickBooks Radical Design Screaming Frog Semrush Sendgrid Senja Slack Spark Sunsama Surfe Tesla Transistor UPS Ups Verizon Wireless WebFlow Whisper Flow WooCommerce WP Rocket WP Security Audit WPEngine Zapier
Travel
Budget 2026$344
Actual$2,058
Dana Inn & Marina Delta EVEN Brooklyn Evolving Web Holiday Inn Lanier Parking LAZ Parking Peachy Airport Parking Sonesta Select Arlingt The Pod Hotel Travel Reimbursement