Lightweight bookkeeping and expense tracking for startups and small businesses. Use whenever the user tracks expenses, logs income, records invoices, manages payables/receivables, categorizes transactions, views spending, or wants a financial dashboard. Also trigger for: bills, receipts, cash flow, budget tracking, P&L reports, vendor payments, client invoices, recurring subscriptions, multi-currency transactions, receipt/invoice image uploads, or bank CSV imports. Trigger for casual mentions like "I paid for X", "log this expense", "what do I owe", "show my spending", "generate my P&L", "any overdue invoices?", or "I pay $29/month for Notion". Do NOT trigger for tax filing, depreciation, payroll processing, or audit preparation.
2026-03-22