Finance blueprint
Expenses & receipts
Sort charges into church or personal, forward receipts to your expense tool, and catch missing receipts every week.
The problem
Receipts end up in pockets, inboxes, and camera rolls, and church and personal charges get mixed together.
What it does
It sorts charges into church or personal, forwards receipts to Ramp, and flags any that are missing.
Setup
- Connect email and your expense tool.
- Write simple rules for church vs. personal.
- Do a weekly "missing receipts" check.
Guardrails
- It never approves or pays anything.
- When it isn't sure, it asks.
Time saved
We're still tracking this honestly, so there's no number here yet.
Questions pastors ask
- Can it approve or pay anything?
- No. It never approves or pays.
- What expense tool do you use?
- We use Ramp. Any tool that accepts forwarded receipts works the same way.
- What if it can't tell church from personal?
- It asks.