Snap, save, and store

Take the hassle out of managing receipts – and let TruMark Financial’s mobile app do it for you. With digital receipts, effortlessly store and manage your receipts so they are available when you need them.

  • Effortlessly capture both paper and email receipts
  • Access receipts on-the-go from mobile app
  • Auto-categorize and organize purchases
  • Set product warranty and return deadline reminders
  • Automatically reconcile receipts with card statements
  • Tag business expenses and separate them from personal expenses
  • Extract data so receipt items are searchable at the item-level
  • Export receipts into various formats for taxes, accounting, or expense reports
  • Store receipts permanently and securely for audits and tax claims