A system I designed & run

Receipts in.
Books done.

SooReceipt is a working system I built to turn photographed receipts into clean, categorized profit-and-loss reports — each business running on its own private Canadian server.

Designed, built, and operated by Jojo · Sault Ste. Marie, Ontario
Monthly Summary
Money in · Money out

Money in+ 12,480.00
Money out− 8,315.50
Profit4,164.50
Books done
The problem

Small businesses drown in receipts —
and dread month-end.

Most small operators keep receipts in a shoebox or a phone camera roll, then lose an evening every month typing them into a spreadsheet. The numbers arrive late, categories drift, and the year-end handoff to the accountant is a scramble.

Before

Manual, late, inconsistent

Receipts entered by hand, categories that change month to month, and a profit figure nobody trusts until the accountant rebuilds it.

The idea

Snap it, and it's booked

A business owner should be able to photograph a receipt and get a clean, categorized report back — without learning accounting software.

What I built

A receipt-to-report pipeline.

Receipts enter through a familiar chat interface, get read and sorted automatically, and come out the other end as an Excel workbook and a PDF summary — no data entry in between.

Capture
Snap & send
Owner or staff photograph a receipt and send it through a simple chat interface — no app to install.
Process
Read & categorize
Each receipt is read, sorted into money-in / money-out, and tagged to a consistent expense category.
Report
Excel & PDF
A running ledger plus a monthly profit-and-loss summary, ready to open or hand to an accountant.
Access model

One system, three roles.

Access is scoped to what each person needs to see — designed in from the start, not bolted on.

Owner

Sees the summary

Reads the reports and the bottom line, without touching individual entries.

Finance

Manages entries

Reviews, corrects, and categorizes transactions and maintains the ledger.

Staff

Submits receipts

Can send in receipts only — no access to totals or other people's entries.

Why it's built this way

Designed around data governance.

The point isn't just automation — it's that every number can be traced, every category is defined the same way each time, and access and location are controlled by design. The principles below are the ones I apply to any data system I build.

1

Source & lineage

Every figure in the report traces back to the original receipt image it came from.

Traceability
2

Consistent definitions

Expense categories are defined once and applied the same way every month, so trends are real.

Consistency
3

Role-based access

Owner, finance, and staff each see only what their role needs — least-privilege by default.

Access control
4

Private & Canadian

Each business runs on its own dedicated private server in Canada — data isolated per client, kept in-country.

Data residency
Status

A live, running system.

SooReceipt is a system I designed, built, and operate — not a mockup. It's how I put applied data-governance principles into something a real small business can use day to day.

2
Output formats — Excel workbook + PDF summary
3
Access roles — owner, finance, staff
CA
Per-client private servers, hosted in Canada
Get in touch

Curious how it works?

Happy to walk through the design, the data-governance thinking behind it, or how a setup like this could fit a small business.