Finance & Tax Automation Cheat Sheet

Receipts, categories, and filings

Last Updated: November 21, 2025

Focus Areas

Focus
Capture receipts automatically
Prepare filing-ready reports

Commands & Queries

zapier import receipts
Capture data
xero reconcile bank feed
Match transactions
export tax CSV
Prep filings

Summary

Automation keeps finances tidy ahead of deadlines.

💡 Pro Tip: Connect bank feeds and set category rules.
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