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Checking your BKeeperAI portal session. This only takes a moment.
Quick Sign-In
Clicked from your text message? Enter the code we just texted you. Otherwise, start by confirming the phone number that receives your BKeeperAI texts. Staff members will choose their portal view after signing in.
Choose your portal view
You're signed in as a staff member. Continue as an Assistant to run live messaging sessions, or switch to the User view.
Choose your expense view
Choose what you would like to view in this session.
Assistant Workspace
Choose what you'd like to do.
Assistant Queue
Check out flagged expense work, then work the selected user in place.
Load open flagged items.
| Priority | Status | Type | User | Title | Created | Action |
|---|
Checked out case
User workbench
Checkout a queue item to load the user workbench here.
360° Expense View
Bee turns linked-account charges into clear documentation actions.
Dashboard Summary
CheckingThis month totals
Plaid Spending Insights
CheckingLinked-account spend and recurring charge signals.
Coverage Snapshot
CheckingAssistant Workbench
Look up a user, review their history in one place, and keep support actions close at hand.
User 360
Select a user to start
Search by phone, name, or email to load timeline, messages, media, receipts, processing history, sessions, and profile.
Timeline-first history with append-only older results.
Start with a user search to load the new assistant workbench. Once a user is selected, each view stays in chronological order and adds older results beneath the current list.
Onboard users
Setup new users and send onboarding invite texts.
Complete all required fields and send invite.
Required in this flow: first name, last name, email, confirm email, and phone. Company name is required for new organizations; existing organization selection is required when adding to an org.
Usage Reports
Choose a range and load usage metrics.
Users Drilldown
| User | Org | Expenses | Messages | Activity | Status | Last interaction |
|---|---|---|---|---|---|---|
| No data loaded yet. | ||||||
Organizations Drilldown
| Organization | Users | Active users (range) | Expenses | Messages | Last interaction |
|---|---|---|---|---|---|
| No data loaded yet. | |||||
User Entitlements
Search for a user to manage capabilities.
Recent entitlement events
Communications Ops
Load communications and inspect recent operational state.
Campaigns
0 shownExpenses
This is your expense workspace. Switch between image and list view below. Editing, upload, merge, and export tools are available here.
Expense Reports
Note: To change any expense categories, please use “View Expenses.” You can view or download reports here.
Expense Report
Report Period:
October 2025
Company Name:
Sample Company LLC
Total Expenses by Category
| Category | Total |
|---|---|
| No categorized expenses for this period yet. | |
Detailed Expense List
| Date | Vendor | Source | Category | Status | Amount |
|---|---|---|---|---|---|
| No detailed expenses for this period yet. | |||||
Personal or Deleted (Duplicates)
| Date | Vendor | Category | Amount | Status |
|---|---|---|---|---|
| No personal or duplicate entries for this period. | ||||
Layout matches your spec: header, category totals, detailed list, and personal/duplicate section.
Accounts
Year to date
Ask insights
AICategory summary
Spending dataSignals
Review cuesLinked accounts
Recent activity
Your Profile
Business setup
Edit Selected Expenses
Unsaved changes are tracked per expense.
Receipt
Filter Expenses
Upload expense receipt
Upload an expense receipt image or PDF for the selected user.
Uploading the file and preparing it for receipt processing.
Override duplicate detection
Explain why this file should continue as a separate expense.
Report Options
Period
Export CSV
Period
Batch Expense Image Download
Choose the period for your receipt image ZIP email.
You’re still there?
You’ve been inactive for a bit. For your security, we’ll sign you out soon unless you choose to stay signed in.
Your BKeeperAI portal session will end automatically after a short period of inactivity.
About this view
Link accounts
Connect business bank and card accounts with Plaid.
Plaid Link will open in a secure flow. After accounts are linked, Bee will load historical transactions and text you when the import is complete.
Disconnect account sync?
This will stop future Plaid transaction sync.
Bee will stop syncing new transactions now. BKeeper keeps audit history and finishes cleanup in the background.