Inbox and the ledger
Inbox and the ledger: what arrives, and where it lands.
Mail, receipts and expenses wait in one queue, and every row lands with its category and its paper.
Everything that arrives, and where it lands
Mail, receipts and expenses wait in one queue, and a rule you write in words keeps the next one filed the same way.
A supplier bill that came by mail is read from its PDF and waits as a draft, a receipt from a phone photo finds the payment it proves, and an expense without paper is listed until somebody waives it. The accountant gets rows that already carry their category and their document.
Transactions in depth →What arrived from outside and waits for my word?
Filter cards with the assistant's own figures: in, out, without a category, without a receipt, each one a filter.
Categories · 212 rows filed
Rule, in words
payee contains Hetzner → Software & subscriptions
Keep the ruleUndo
Rows without a category queue up by merchant, and one rule in words files the next import on its own.
Every account, and the months before you came
Banks by feed or statement, exchanges by read-only key, wallets by address; budgets name the day they run out.
One list holds every place the money sits: banks by open banking or statement, exchanges by a key that cannot trade, wallets by address, cards and cash by hand. Move in brings the history from a spreadsheet, QuickBooks or Midday with categories and receipts intact.
Accounts and rails in depth →Where does the money sit right now?
AccountFilesRowsMonths
Mercury · Operating6 CSV1,214
Kraken1 export388
Paper41 PDF41 matched
Drop every statement, export, invoice and contract of the old books at once, in a single upload that reads them all.
📊 Office & equipmentOver by $9,926482%Over
💻 Software & subscriptionsOver by $4,122417%Over
✈️ Travel84%Inside
📣 Marketing & advertising56%Inside
Monthly limits per category, what is left of each, what slipped past.
Questions
The questions that come first.
Does Orla categorise transactions on its own?
Yes. A rule you write in words, such as payee contains Hetzner, files under Software, applies to the rows already in the book and to the next import; whatever no rule knows waits in the inbox until you press once on the category it belongs to.
Can I bring the history from my old bookkeeping tool?
Yes. Move in reads a CSV, a QuickBooks or a Midday export whole: transactions with your own categories, receipts still attached to the right payment, and the customer list, with a preview before anything lands.
What happens when a budget runs out?
A budget names the day it runs out at the current pace and warns the people you chose before that day; the alert is a fact on the home board and a message in the chat you connected, not an email you find later.
See it on your own books.
Thirty minutes: we connect an account, drop a real bill in, and close a month together.