All Expenses
CSM Expense Intelligence ☁ Cloud Synced
Spend by Category
| Date | Description | Amount | Category | Department | Spender | Client |
|---|
| Subscription | Monthly Cost | Category | Spend Owner | Approver | Renewal | Cancellation | Review Date | Client |
|---|
🔍 Duplicate Scanner & Review
Suspected duplicates are flagged as pending and excluded from all totals until approved or restored. Approve = delete the duplicate permanently. Restore = both rows kept.
Ask CSM
Ask anything about your expenses. AI analyses your real transaction data.
Try asking:
AI analyses your uploaded transaction data. Upload expenses first for best results.
Custom rules override default categorisation. When you reassign a transaction's category, it's saved here and applied to all future uploads.
| Merchant / Description | Category | Client | Department | Spend Owner |
|---|
| Client | Total Expense | # of Transactions | Last Transaction |
|---|
| Date | From → To | Amount | Status |
|---|
Settings
Appearance
Choose how the dashboard looks. Your choice is saved on this device.
Claude AI API Key
Enter your Anthropic API key to enable AI-powered categorisation. The key is stored securely in your browser only.
Data Management
"Clean Duplicates" removes duplicate entries across uploads. "Categorise Uncategorised" runs Claude AI over transactions still marked Uncategorised — useful after Revolut auto-sync. Safe to run anytime.
Backup & Restore
Download a JSON snapshot of every collection (transactions, income, transfers, custom rules, recurring, allowed emails). Always export before destructive actions.
⚠️ Danger Zone
Permanently delete data from the database. Export a backup first. These actions cannot be undone.
🧹 Maintenance
Collapse duplicate Revolut transactions in Firestore. Runs automatically after every Revolut pull — this button is for cleaning up historical data on demand. Manual category, owner, and client edits are preserved (winner-takes-best-of merge).
💳 Revolut Auto-Sync
Connect your Revolut Business account to automatically pull transactions instead of manually uploading CSVs.
📘 Xero Auto-Sync
Pulls AIB bank transactions from Xero's bank feed alongside Revolut cash data. Cross-source duplicates are auto-skipped.
Allowed Team Members
Only these Google emails can access the app. Add or remove team members below.
📊 Variance — Actual vs Budget
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Manage budgets
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