BKeeperAI – Client Reporting Portal (MVP)

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Receipt Copies

YTD Receipts

$12,430 · 186

Since Last Statement

$1,245 · 21

This is your working copy view. Switch between image and list view below. Editing tools and exports will be added here in the full app.

Date range

Expense Reports

Note: To change any receipt categories, please use “View Receipt Copies.” You can view or download reports here.

Expense Report

Header

Report Period: October 2025
Company Name: Sample Company LLC

Total Expenses by Category

Category	Total
Meals	$248.22
Office Supplies	$129.00
Fuel	$304.11
TOTAL	$681.33

Detailed Expense List

Date	Vendor	Category	Amount	Last 4
10/29/2025	Home Depot	Supplies	$129.00	1234
10/28/2025	Starbucks	Meals	$42.80	1234

Personal or Deleted (Duplicates)

Date	Vendor	Category	Amount	Last 4	Status
10/21/2025	Target	Personal	$48.90	1234	Personal
10/18/2025	Shell	Fuel	$63.22	5678	Duplicate (Deleted)

Layout matches your spec: header, category totals, detailed list, and personal/duplicate section.

Your Profile

Reminder time: 4:00 pm (local)

Reminder days: Every day

Touch level: High

Flag personal expenses: Yes

Business structure: LLC

Categorize by client: Sometimes

Extra categories: (none added)

In production, these values will be loaded from your onboarding profile and can be updated here or via SMS.

Future step: make this panel editable (time, days, touch level, etc.) and wire to your profile API.

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