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POS VelocityExpensesPOS VelocityExpenses

Receipt intelligence, by POS Velocity

Paper in.
Books out.

Photograph a receipt and POS Velocity Expenses reads it right there on the phone: vendor, date, total, tax, even which of your cards paid. It files to the right business, tells the rest of the team instantly, and carries the year through to books your accountant can sign off. Online or not.

See how it reads a receipt
  • Offline-first
  • Real-time
  • Multi-business
  • Installable app
A paper receipt from Northshore Hardware being read on the device. The scan reads the vendor, the date, the HST of 21.50, the total of 186.85 and the Visa card ending 4411, and fills in a new expense, with the category suggested from vendor memory.
OCR
On the device
Attachments
Up to 20 per expense
Roles
5, plus per-person limits
Exports
PDF · CSV · Excel
Money
Integer cents, never floats

01 From paper to books

Four stations between a crumpled slip and a closed year.

Every expense takes the same route, whoever files it and from whichever device. OCR fills in what the slip already says; a person confirms it.

  1. 01

    Capture

    However the receipt arrives.

    • Phone camera, with edges found and squared up
    • Long receipts stitched from several photos
    • PDF invoices, links, or typed by hand
    • Up to 20 attachments on one expense
  2. 02

    Read

    OCR runs on the phone, not in a cloud.

    • Vendor, date, total, tax and tip lifted off the slip
    • The masked card number matched to your own cards
    • Vendor memory fills in the usual category
    • Printed text kept, so an invoice number finds it
  3. 03

    Attribute

    Where the money actually came from.

    • A specific bank account, card, or cash
    • Any currency, converted to the business's own
    • Folders for jobs, trips and projects
    • Tax and tip recorded beside every total
  4. 04

    Close

    Month, quarter, year: done.

    • Tax and tip totals by quarter, for the GST/HST/VAT return
    • Budgets, plus hard caps on what may be claimed
    • An accountant's year-end review, in the same app
    • Reconciled PDF, CSV and Excel exports
Add an expense by Photo PDF Link Share sheet Hand API

02 The platform

Built for a business with more than one person holding receipts.

One login. Every business, sealed apart.

Run a renovation company, a café and your own household from one account. Each business keeps its own banks, cards, receipts, team and reports, and switching business switches the whole ledger.

Five roles, then narrower still.

Limit one person to their own spending, to certain folders, or to the company Visa.

RoleFileBooksTeam
OwnerYesYesYes
AdminYesYesYes
MemberYesNoNo
AccountantNoYesNo
ViewerNoNoNo
Per-person limitsown spending onlyVancouver foldercompany Visa onlyview only

Live across the team.

A receipt filed in the field is on the owner's screen a moment later, with totals recomputed. Edits and bookkeeping changes travel the same way, and push notifications reach a locked phone.

No signal is not a problem.

With the server out of reach, a new expense and its photos are kept on the device and sent the moment the connection returns.

A review queue that finds the gaps.

The expenses that won't survive an audit, surfaced before anyone asks.

  • Missing receipts4
  • Possible duplicates1
  • Still uncategorized7
  • Currency conversion failedClear
Same question, over the APIGET /api/reports/health?hasAttachment=false

Every way you pay, every currency.

Banks and cards carry their own currency. A foreign receipt is converted to the business's home currency when it is saved, and the original amount is kept.

Where it was filed, if you want it.

Opt in per phone and each expense records where it was entered, with its accuracy. Nothing is sent to a third party.

Folders, budgets, reminders.

Group spending by job or trip, lock a folder once it is done, set a budget and watch it fill, get reminded before a bill is due.

03 Year-end books

Claimable, plus left out, equals everything filed.

At year end the whole business is handed to an accountant, inside the same app. They reclassify, trim and decide what is claimed. The totals reconcile by construction, not by two screens happening to agree.

  • An accountant role that audits, not authors. It sees the whole business and can reclassify or exclude, but can't file, upload or delete. The books it reviews are never books it wrote.
  • Nothing excluded is deleted. A personal charge or a duplicate is struck through with its reason, still there to be questioned next year.
  • Hard caps that trim themselves. Fuel capped at 1,000 but 1,340 spent? It proposes which receipts to drop to land as close to the cap as possible, keeping the documented ones.
  • An export that explains itself. PDF, CSV and Excel carry the exclusions by reason and a reconciliation table.
FY 2026 · Northshore Renovations Reconciled
Claimable48,210.55
Left out1,932.40
Duplicate · both partners photographed it980.22
Personal · on the company card612.18
Over the fuel cap340.00
Filed50,142.95
PDF Excel CSV

04 On the phone

A real app on the home screen. No app store.

Expenses installs straight from the browser as a Progressive Web App, with its own phone-first screens rather than a shrunken desktop. It opens full screen, and the camera is one tap away.

  • Camera first Snap, crop, and add another page for a long receipt.
  • Works offline Expenses and photos queue, then sync on their own.
  • Share into it On Android, send a photo or PDF from any app straight into Expenses.
  • Push notifications Switched on from Settings, per phone.

iPhone & iPad

  1. Open expenses.posvelocity.com in Safari
  2. Tap Share
  3. Choose Add to Home Screen

Android

  1. Open expenses.posvelocity.com in Chrome
  2. Tap Install app when it is offered, or the ⋮ menu
  3. Launch Expenses from the home screen

05 Developers & AI assistants

Everything the app does is an API call you can make.

One personal access token, scoped to one business and to your own permissions, opens the full REST API and an MCP server, so an assistant like Claude can file, search and report on expenses for you.

  • OpenAPI 3.1 with an interactive reference at /api/docs
  • MCP over Streamable HTTP at /api/mcp
  • Tokens hashed at rest, shown once, revoked from Settings
API reference

The API reference opens after sign-in.

# What won't survive an audit?
$ curl "https://expenses.posvelocity.com/api/expenses?hasAttachment=false" \
    -H "Authorization: Bearer pvx_…"

# Give Claude Code the same reach
$ claude mcp add --transport http expenses \
    https://expenses.posvelocity.com/api/mcp \
    --header "Authorization: Bearer pvx_…"
list_expensescreate_expenseget_summary_reportget_health_reportexclude_expenses

Your next receipt is already in your pocket.

Sign in, point the camera, and let the books take care of themselves.

POS Velocity Expenses — Receipt intelligence platform