MoneyFeedMoneyFeed
For Accountants & Bookkeepers

Client receipts, categorized by AI into accountant-ready reports

MoneyFeed makes bookkeeping effortless for your clients and accounting easier for you—without changing the software you already use.

The client-to-accountant workflow

1

Upload receipts via App or WhatsApp

Clients snap receipts in the MoneyFeed app or message them on WhatsApp — in the moment, all year long.

2

AI categorizes expenses

MoneyFeed reads each receipt and maps the expense to the correct tax line automatically — no manual spreadsheets.

3

Export CSV / Excel / PDF

Pull clean, categorized, tax-ready reports for any client and date range in one click.

4

Share with accountant

Clients hand you ready-to-file records that drop straight into the accounting software you already use.

Why CPAs partner with MoneyFeed

Less time chasing receipts

Clients capture expenses as they happen on WhatsApp, so you stop re-requesting missing paperwork.

Organized client expense records

Every expense arrives categorized to the right tax line, with the receipt attached and archived.

Downloadable tax-ready reports

Clients export clean CSV, Excel and PDF reports for any date range — ready for your workpapers.

Clients use familiar WhatsApp

No new app for your clients to learn — they capture receipts in the chat they already use every day.

Works with your accounting software

MoneyFeed organizes the source records that feed QuickBooks, Xero or your own workflow — it does not replace them or your tax prep.

CPA Partner Program

Grow Your Practice with MoneyFeed

Recommend an easier way for your clients to capture receipts and organize business expenses. Explore MoneyFeed partnership opportunities for eligible Pro and Business subscriptions.

Free and Plus plans are excluded from the partnership commission program.
The Pro CPA partner offer is based on annual subscriptions.
Business partner subscriptions use custom annual pricing.
Referral commissions are subject to partner eligibility and approved written terms.
Co-branded and white-label arrangements are exploratory and not yet available as products.

Questions from firms

How does MoneyFeed help accountants and bookkeepers?

Your clients capture income, expenses, receipts and mileage on WhatsApp throughout the year. You get clean, categorized, tax-ready data you can export to CSV or Excel — dramatically cutting data-entry and chasing receipts.

Can I export a client's data for my own software?

Yes. The export center produces standard CSV and Excel files filtered by date range, type and category, so you can import into your existing workflow or hand them to a colleague.

Is there an audit trail?

Every scanned receipt is stored and linked to its transaction, giving you defensible proof for the tax authority.