Conversational Finance

Track Expenses and Invoices in Plain English

Ditch the spreadsheets and complex accounting software. Drag receipts to parse with OCR, write invoices in seconds, and query your cashflow using friendly conversational AI.

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Say Goodbye to Bookkeeping Clutter

❌ The Spreadsheet & Folder Mess

  • • Outdated Sheets: Manually typing invoice lines and prices into static Excel sheets.
  • • Tax Season Anxiety: Spending days sorting through paper receipts and loose file uploads.
  • • Disconnected Apps: Toggling between task boards, invoice tools, and chat groups to find transaction details.

✓ Smart Conversational Finance

  • • OCR Receipt Parser: Drag-and-drop receipt scans to automatically extract totals, dates, and categories.
  • • Payments Memory: Conversational questions show you instant cashflow audits in chat.
  • • Centralized Task Hub: Link invoices and travel expenses directly to the project card they belong to.

Smart Financial Utilities Built-In

AI Expense Tracker

Drag-and-drop receipt OCR parser that extracts details and automates categorization under travel, meals, SaaS software, or utilities. Ask: "How much did we spend in June?" to get instant summaries.

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AI Invoice Generator

Professional invoice creator with customizable templates, manual layout overrides, and payments status tracking. Ask: "Find pending invoices" to audit outstanding payments instantly.

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Frequently Asked Questions

How do I search my business expenses conversationally?

Simply type or ask the AI assistant: 'What were my travel expenses in June 2026?' or 'Show SaaS invoices from last week'. TaskEdge scans your receipt uploads, extracts amounts/dates, and maps them to a natural language search history instantly.

What is conversational invoicing payments memory?

Payments memory allows you to ask conversational audit questions about bills and invoices, such as 'Which invoices are currently pending?' or 'List paid bills for client X'. The AI assistant remembers billing statuses, making auditing outstanding payments fast and easy.

Why should I track expenses inside a task manager?

Managing tasks, project files, client invoices, and receipts in separate disconnected tools creates context-switching friction. TaskEdge consolidates financial admin right into your team's task planner, keeping records, bills, and workflows organized in one single platform.

Take Control of Your Cashflow

Integrate receipt tracking and professional invoicing directly with your team's daily planner. Fast, secure, and 100% free.

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