Expense management

Overview

The Expense Management API allows clients to create and manage expense records by uploading receipts and linking them to financial transactions. It provides endpoints to store receipt metadata and files, retrieve and update receipt details, and associate receipts with transactions. This feature is designed to support use cases such as expense tracking, audit preparation, and reconciliation workflows.

Main concepts

Expense Management consists of two main resources: Transactions and Receipts.

• Receipts are uploaded files (such as images or PDFs) that serve as proof of payment. Each receipt can optionally be linked to one or more transactions.
• Transactions represent individual expense entries, such as card payments or bank withdrawals. They can be created independently or enriched with additional metadata, such as categories or merchant information.

Receipts and transactions are loosely coupled. You can:

• Attach a transaction directly when creating a receipt
• Upload receipts independently and match them to transactions later
• View, update, or remove associations between receipts and transactions

This structure allows flexibility for both real-time capture and delayed reconciliation workflows.

Components