Receipts buried in email
Owners and staff forward, flag, and forget receipts across crowded inboxes, making every close slower than it should be.
Built for QuickBooks Online teams who are done chasing paperwork
Your receipts, already filed.
KBInnovate reads receipt emails from Gmail or Outlook, matches them to the credit card expense already sitting in your QuickBooks Online bank feed, and attaches the paperwork for you.
Built by a QBO ProAdvisor
ReceiptMatch activity
Read-only mailbox access
Delta Office Supplies
Email receipt matched to May 14 card charge for $82.40
Attached
Gmail + Outlook inboxes
OAuth connection only, no sending, no editing, no deletes
Connected
No duplicate bookkeeping
Only attaches to the existing QBO expense already in the bank feed
Safe
The paperwork problem hits after the purchase.
The card swipe is already in QuickBooks. The receipt is usually sitting in someone’s inbox, waiting for month-end cleanup.
Manual download and upload
Teams waste time opening the email, downloading the file, and uploading it back into QuickBooks one transaction at a time.
QBO entries with no paperwork
Bookkeepers end up with expense lines in the bank feed that have the amount but not the backup when audit or tax time arrives.
How it works
KBInnovate fits into the workflow you already use in QuickBooks Online. It looks for the receipt, finds the matching expense, and attaches the paperwork without creating a new transaction.
1
Connect your mailbox
Secure OAuth access connects Gmail or Outlook in read-only mode, so KBInnovate can scan receipt emails without changing anything in the inbox.
2
ReceiptMatch finds the right expense
Amount, date, and vendor are compared against the existing QuickBooks Online credit card bank feed entry to find the most likely match.
3
Receipt is attached automatically
Once a confident match is found, the receipt is added to that expense line so your records are complete without any manual upload step.
No new entries. No duplicates. Just matched.
Built for real bookkeeping workflows
This is not another receipt capture app asking your team to change behavior. KBInnovate works around the bank feed entries you already reconcile.
Smart matching
Amount, date, and vendor fuzzy matching give you strong automatic pairing without forcing a perfect subject line or file name.
Works with existing bank feed
Keep your current QuickBooks process. KBInnovate attaches paperwork to the expense already there instead of introducing a second capture workflow.
Review queue
Low-confidence matches are held back and surfaced for approval, so the team can verify edge cases before anything gets attached.
CPA-ready
Support multiple clients from one place, standardize how backup gets attached, and prepare for white-label delivery as the platform expands.
Built by someone who lives in QBO
KBInnovate was designed by a QuickBooks Online ProAdvisor who has seen firsthand how often good bookkeeping gets slowed down by missing receipt backup. The goal is simple: keep the existing QBO workflow intact, remove the inbox chase, and help both owners and firms close faster with cleaner records.
“If this grabs the receipt from email and puts it on the right QBO expense without my team downloading anything, that’s hours back every month.”
SMB Owner Multi-location services business“For our firm, the win is consistency. Every client wants cleaner backup in QuickBooks, but nobody wants another manual process to manage.”
CPA Partner Client accounting services practiceSimple pricing for owners and firms
Start with one company or roll it out across a client portfolio. Every plan is designed around saved time, cleaner backup, and fewer missing receipts at close.
Starter
For a single owner who wants receipt cleanup handled automatically.
$29
/mo
- 1 mailbox
- 1 QBO company
- 200 receipts per month
Most Popular
Growth
For growing teams that want higher volume and a review layer for exceptions.
$69
/mo
- 3 mailboxes
- 500 receipts per month
- Review queue included
Pro CPA
For firms managing multiple QuickBooks clients and wanting one consistent system.
$149
/mo
- Unlimited clients
- Priority support
- White-label ready
Cancel anytime. No setup fee.
Frequently asked questions
The main questions we hear are about privacy, how matching works, and whether KBInnovate changes your books. It does not.
KBInnovate uses OAuth with read-only access to scan for receipt emails in Gmail or Outlook. It is not sending mail, deleting messages, or editing your inbox.
KBInnovate is designed for QuickBooks Online workflows, specifically matching to the existing credit card expense already visible in the bank feed.
Low-confidence matches are held in a review queue so you or your team can approve them before they are attached to a QuickBooks expense line.
Yes. KBInnovate is being built with multi-client workflows in mind so firms can manage receipt attachment across several QBO companies from one system.
Early access users will get rollout details first, including trial and onboarding information as soon as the beta opens.
Yes. There is no setup fee, and plans are designed to stay flexible so owners and firms can cancel whenever they need to.
Stop chasing receipts. Start closing books.
Join the early access list to see how KBInnovate can clean up receipt collection for a single business or an entire client portfolio.
Thanks. You’re on the list, and we’ll reach out as soon as early access opens.