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  • TOOLS
  • CONSULTING
  • ACQUISITIONS
  • FOUNDERS
  • CONTACT

SnapTrak

AI Consulting Services” / “Business Automation Tools

Your bookkeeper's new best friend!

A lightweight expense automation tool that turns emailed receipts, photos, and invoice into clean, categorized reports. No more chasing paperwork, no more month-end chaos - just smart, human friendly automation for under $3/day

SnapTrak (Basic)

  • Mobile/email receipt uploads
  • Categorized monthly reports
  • QBO/Sage/Xero integration
  • CRA-Ready export 

SnapTrak+

  • All SnapTrak features
  • Visual dashboard (updated monthly)
  • GPT financial insights

SnapTrak Pro

  • All SnapTrak+ features
  • Live dashboard (auto-updates)
  • Alerts (margin drop, cash, burn, etc.)
  • Automated summaries and visual trends

AI Consulting Services” / “Business Automation Tools

How it Works

 

  • Capture Receipts Instantly
    Snap a photo or forward emailed receipts from your phone or computer.
     
  • Automated Categorization
    Expenses are auto-sorted into pre-defined categories (Fuel, Materials, Labor, etc.).
     
  • Track Monthly Spending
    A dashboard summarizes your expenses by category, vendor, and time period.
     
  • Export CRA-Ready Reports
    Download clean monthly summaries as PDF or CSV — ready for your accountant.
     
  • Compatible with Accounting Software
    Use SnapTrak alongside Sage 50, QBO, Xero and more — full QBO integration on Pro plan.
     
  • Get Business Insights (SnapTrak+ & Pro)
    Upload your income statement to receive AI-powered summaries and margin analysis.
     
  • Real-Time Alerts & Dashboards (SnapTrak Pro)
    See where you’re spending too much, track profit margins, and get monthly business health reports.
     

AI Consulting Services” / “Business Automation Tools

Testimonials

  • "I can finally see what's working in my business" - Shari R.
  • "I used to dread expenses. Now it's fun and takes two minutes.!" - David T.
  • "I've spent more time taking a selfie than it took to submit a receipt on SnapTrak - absolutely amazing!" - Brad B.

The Process

AI Consulting Services” / “Business Automation Tools

Setup

Track & Decide

Log in

Tailored to fit you business

We’ll configure your SnapTrak account based on your needs:

  • Your accounting system (QBO, Sage, Xero, or CSV)
  • Expense categories and tax codes
  • Number of users and roles

AI Consulting Services” / “Business Automation Tools

Log in

Track & Decide

Log in

No Training needed - just start

Once you’re set up, log in from your phone or desktop via a secure link.

You can start uploading receipts instantly — just snap a photo, email it in, or drag and drop.

AI Consulting Services” / “Business Automation Tools

Track & Decide

Track & Decide

Track & Decide

Your business insights, simplified.

Check your dashboard weekly or monthly to:

  • Monitor spending
  • Catch margin creep
  • Review GPT-powered summaries (Plus & Pro)

Make informed decisions — without waiting on your accountant.

Contact Us

Ready to explore how AI can transform your business? Our experts are here to help you navigate the AI landscape and identify opportunities for immediate impact in long-term success.

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