HOW IT WORKS
Three steps. A few minutes.
- 01
Email or upload a receipt
Forward it to your private RELite AI address or upload it in the app. PDFs, photos, and screenshots all work.
- 02
AI reads and categorizes
Vendor, date, and amount are pulled out and filed to the matching IRS Schedule C line.
- 03
Export for your CPA
A clean summary by line and by deal, ready whenever your accountant asks.
Your Schedule C, filled in as you go.
No shoebox in April. Every expense lands on the right line the day you spend it.
- ✓Totals by Schedule C line, updated live
- ✓Drill into any line to see the receipts
- ✓Each agent's receipts stay private
WHAT'S INCLUDED
Everything in the AI Bookkeeping
AI Bookkeeping FAQ
Is this tax advice?
No. RELite AI organizes and categorizes your records. Your CPA or tax professional should review your return.
What kinds of receipts can I send?
Emailed receipts, PDFs, photos of paper receipts, and screenshots. If you can see it, RELite AI can usually read it.
Do I need to connect my bank account?
No. Forward or snap receipts as you go. There is nothing to link to get started.
How does it work for teams?
Each receipt stays private to the individual user.