The shoebox
Receipts in bags, photos in texts, a quarterly scramble before the accountant.
Lost receipts, lost deductionsNobody knows what the card line was for
RECEIPTS & EXPENSES / GOODOPS MODULE 02
Launching soon · early access open
Every receipt
has a home.
It isn't
the inbox.
Photos of receipts texted to the bookkeeper. Card statements with lines nobody recognises. Expense claims approved by reply-all, or not at all. Receipts & Expenses moves spending onto cards that capture the receipt at the moment of purchase, routes approvals to a phone, and lands everything in the books matched and coded.
Built for organizations that have outgrown "someone will sort it."
Built around Float, Canada's corporate card and spend platform, feeding QuickBooks or Xero.
Where did March's receipts go?
Shoebox of receiptsDropped off quarterly
Card statement41 lines, 9 unknown
Expense claim email"Approved?" · 3 replies
Day 2 of the month
FIG. 01 / MATCHED IS NOT THE SAME AS FILED.
"Which receipts are still missing for March?"
Three. All from one card. Reminders already sent.
Illustrative. Your data stays yours.
Most organizations we meet already have a corporate card.
The receipts still arrive in a shoebox.
Works with your ledger and the cards you already have.
Float is our default for Canadian organizations. Dext when the receipts
come from everywhere. Your bookkeeper keeps their ledger.
FloatDextquickbooksxeroExpensifyPlooto
NOT ANOTHER EXPENSE POLICY
You don't need
another reminder email.
You need receipts that file themselves.
Chasing receipts is not a discipline problem. It's a design problem. When the card captures the receipt at the moment of purchase and the approval happens on a phone in twenty seconds, there is nothing left to chase.
THE RECEIPTS & EXPENSES WAY02 / 11
✓Spend on a card that knows the receiptFirst
✓Approve on a phone, by ruleThen
✓Land it in the books, codedAlways
Month-end
without the chase.
Your bookkeeper keeps the ledger. We take the shoebox.
WHERE ARE YOU TODAY?
Three stages.
Most organizations are stuck on two.
Having a corporate card is the easy part. Getting the receipt, the approval and the code without chasing is what's missing.
A card, but still the chase
Everyone has a card. Receipts still arrive by reminder email. Approvals happen by reply-all.
Bookkeeper spends days matchingPolicy exists; nobody reads itClaims approved but never paid
Receipts that file themselves
Spend captures the receipt. Approval is a tap. The books are current by the 2nd.
Missing receipts flagged the same daySpend limits set per person, by ruleClose in days, not weeks
Receipts & Expenses takes you from two to three in six weeks.
THREE STEPS. ONE CARD PLATFORM.
Move the spend.
Set the rules.
Close faster.
We move spending onto Float, set approval rules that match how you actually work, and connect it to your ledger so the books stay current without anyone chasing.
01
Move the spend
Cards issued per person with limits that fit the role. Subscriptions moved to virtual cards so nothing renews unseen. The old card and the shoebox retired. Receipts captured by text, email forward or photo at the moment of purchase, matched automatically to the card line.
Anything waiting on me?
Ask it anything. Try it.
02
Set the rules
Approvals routed to the right manager on their phone, with the receipt attached. Thresholds that match your appetite: under $100 auto-approved, over $1,000 to a director. Reimbursements paid in the same run. Policy written in a page, built into the cards so nobody has to remember it.
03
Close faster
Every transaction coded and synced to QuickBooks or Xero nightly. Missing receipts flagged to the cardholder, not the bookkeeper. A month-end view that shows what's outstanding, by person. Monthly check that categories and tax codes still make sense.
WHAT YOU GET
Not a policy.
A system that files itself.
Measured, not promised. Every one of these is checked with you before we call it done.
Receipts at the
point of purchase.
Capture rate above 95% within the first month. The card knows the receipt, the receipt knows the code, and nobody texts the bookkeeper.
Approvals in
twenty seconds.
Managers approve on their phone with the receipt attached. Thresholds mean the small stuff never waits and the big stuff never slips through.
Books current
by the 2nd.
Coded, synced and reconciled nightly. Month-end becomes a check, not a project. Your accountant gets clean books, not a shoebox.
Your bookkeeper stays your bookkeeper.
We don't replace the person who does your books. We remove the part of their job that was chasing you.
HOW WE KEEP IT SAFE
Guardrails before
anyone gets a card.
Spending is trust. These rules are agreed in week one, written in a page, and built into the cards so they hold without anyone policing them.
01
Limits per person, by role.
Nobody gets an unlimited card. Limits can be raised in a tap for a real reason, and the raise is logged.
02
Every dollar has an approver.
Thresholds decide who. Under the limit is automatic; over it waits for a human.
03
Subscriptions on their own cards.
One virtual card per vendor. Cancel the card, cancel the renewal. Nothing renews unseen.
04
Your accountant sees everything.
Read access from day one. Coding rules agreed with them, not around them.
House rule
You own everything.
The prompts, the agents, the rules, the templates, the data and the accounts. Everything is set up in your tenant, in your name. Leave any time and take all of it; nothing GoodOps builds is a reason to stay.
Your tenantYour accountsNo lock-in
THE 30-MINUTE MINI-DIAGNOSTIC
Your rollout plan,
before you commit to anything.
Three questions: where does money get spent, how do receipts and approvals happen today, and what does your bookkeeper already use? Every tool lands in one of four states. That list is the plan.
Activate
You have it. It's off.
Float or Expensify is set up but nobody issued cards. We finish it.
e.g. Float, Dext, QuickBooks receipt captureOptimize
It's on. Still a chase.
Cards exist but receipts and approvals happen by email. We wire the rules.
e.g. A corporate card with a shared loginMigrate
Three ways to spend.
Personal cards, an organization card and petty cash. We move it all to one.
e.g. Reimbursement spreadsheets, old bank cardGood to go
Already working.
Your ledger and bookkeeper. We plug in, we don't replace.
e.g. QuickBooks Online, Xero, your accountantWe run this on ourselves.
GoodOps spends on Float, approves on phones and closes the books in days. The demo is our own month-end.
6 WEEKS, THEN IT JUST RUNS
Clear steps.
A clear "done" for each.
You approve before we move to the next step. We start with one team or one cycle, prove it, then roll it out to everyone.
Weeks 1–2
Set up
Cards issued, limits and approval rules agreed, subscriptions moved to virtual cards, ledger connected.
Weeks 3–4
First month live
One team spends only on the new cards. Receipts matched, approvals on phones, first sync to the ledger checked line by line.
Weeks 5–6
Everyone
Old cards retired, reimbursements moved, your bookkeeper trained on the new view. First month-end on the new system.
Ongoing
Looked after
Runs on your GoodOps retainer. Missing-receipt nudges, monthly category review, new Float features switched on.
HOW IT'S SOLD
Typically CAD 6k–12k, fixed after the mini-diagnostic.
Then Receipts & Expenses runs on your GoodOps fractional retainer. Card platform set-up and the move from your old cards are part of the module, not an extra line.
The mini-diagnosticThirty minutes. Where the problem lives today, where it needs to go, and a four-state plan for every tool.
Free30 minutes
Set-up & rollout6 weeks. Fixed after the mini-diagnostic, based on your size and how many places the problem lives today.
CAD 6k–12ktypical, fixed after the call
Looked afterIncluded in your GoodOps retainer: checks, quality reviews, new features, a named contact.
Retainerno separate care fee
Software: Float's base plan is free for most small organizations; Dext and your ledger are what you already pay. Card interchange funds the platform.
FAIR QUESTIONS
Before you
say yes.
The things owners ask us on the first call.
Why Float and not just our bank's corporate card?
Your bank card gives you a statement. Float gives you the receipt, the approval and the code at the moment of purchase, per person, with limits you control, and it's built for Canadian organizations. If you're already on Expensify or Ramp and it works, we keep it.
Does our bookkeeper have to change how they work?
They stop chasing receipts and start reviewing coded transactions. The ledger stays theirs. Most bookkeepers get hours back each month; we train them on the new view in one session.
What about expenses people pay personally?
Reimbursements run through the same approval flow and are paid in the same cycle, with the receipt attached. Over time most of them disappear because people have a card.
What if someone loses a receipt?
The cardholder gets a nudge the same day, not the bookkeeper at month-end. Below a threshold you set, a short note stands in for the receipt. Above it, the line stays flagged until it's resolved.
Can we set different limits for different people?
Yes. Limits per person or role, raisable in a tap for a real reason, and every raise is logged. Subscriptions get their own virtual card each so cancelling one is cancelling the card.
What does it cost?
The 30-minute mini-diagnostic is free. From it you get a fixed price for the six-week set-up, typically CAD 6,000–12,000 depending on how many people spend and how many places money comes from today. Once live, it runs on your GoodOps retainer.
MONTH-END WITHOUT THE CHASE.
Stop asking
for the receipt.
Book the 30-minute mini-diagnostic. We'll map where money gets spent, how receipts and approvals happen today, and give you a four-state plan for every tool.
A conversation about your organization.
Not a demo of software.