sycamore

where the entries come from

sycamore's source field tells you the origin of every entry. five apps auto-feed it; the rest is manual.

4 steps~2 min
  1. 1

    pawpaw — paid invoices

    every paid pawpaw invoice posts a revenue journal entry. customer, amount, payment method, all categorized.

  2. 2

    sassafras — scanned receipts

    every receipt you scan in sassafras posts an expense entry, categorized by the line items the ai pulled.

  3. 3

    bluejay — vendor payments

    every payment you log and sync in bluejay posts as a cash-out journal entry on your books.

  4. 4

    pecan + katydid

    pecan pay runs post payroll, taxes, and benefits as separate entries. katydid recurring expenses post when they materialize each month.

    tip

    if your books look light, check that you've synced bluejay payments and tagged sassafras receipts. those two are the most common gaps.

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