Expenses

Track every dollar going out the door

Categorize spending, attach receipts, and stay tax-ready year-round. Know your real margins, not your guessed ones.

Why dispensary owners track expenses with us

Real margins

Know your true profit per sale, not your guess

Tax-ready

Your accountant gets clean exports, every quarter

Catch leaks early

Spot unusual spending before it adds up

Expense tracking that runs in the background

Category management

Group expenses the way that makes sense for your shop. Rent, payroll, OMMA fees, packaging: sort it once and reports stay clean forever.

  • Pick from defaults or build your own
  • Color-coded for quick scanning
  • Move an expense between categories anytime

Vendor records

Keep every vendor in one place: who they are, what they bill for, and how often. Look up last month's payment without digging through emails.

  • Vendor profile with contact and notes
  • All past invoices in one view
  • Spotting double-billing gets easy

Receipt attachments

Snap a photo of the paper receipt or upload a PDF. The amount and date get pulled out for you, so you're not retyping anything.

  • Photo, PDF, or email forwarding
  • Amount and date auto-filled
  • Receipts stored for tax time

Recurring expenses

Set rent, utilities, and software once and we log them every month for you. No more forgetting the same bills you pay every cycle.

  • Monthly, weekly, or custom schedule
  • Auto-logged on the right day
  • Easy to pause or change the amount

Approval workflow

Set a dollar threshold for what needs your sign-off. Small stuff goes through; big stuff waits for you to say yes.

  • Set thresholds per category
  • Approve from your phone in one tap
  • Every approval logged with a timestamp

Tax-ready exports

End of quarter, end of year: your accountant gets exactly what they need. Categorized, totaled, and ready to drop into their software.

  • Export to QuickBooks, Xero, or CSV
  • Categories already mapped
  • OMMA fees broken out for you

Where the money goes

Stop guessing what eats your margins. See it broken down so you can act on it.

Spending breakdown · last 30 days
$48,000 / mo
  • Payroll
    38%
    $18,400
  • Inventory cost
    30%
    $14,200
  • Rent
    9%
    $4,500
  • OMMA fees
    5%
    $2,500
  • Utilities
    4%
    $1,820
  • Other
    14%
    $6,580

Things dispensary owners ask

Can I attach paper receipts?

Yes. Snap a photo or upload a PDF, and we pull the amount and date out for you. The original receipt stays attached to the expense, so when tax time comes around, every dollar has a paper trail.

Will this work with my accountant's software?

Yes. Exports go to QuickBooks, Xero, and CSV. Most accountants don't even need a setup call; the categories map cleanly and the totals match what they're expecting.

How do recurring expenses work?

Set them up once (rent, utilities, software, security) and we log them every month automatically. If the amount changes, update it once and we use the new number going forward.

Can I approve expenses before they're recorded?

Yes. Set a threshold for what needs your approval. Anything under it goes through; anything over it waits for one tap from you. Every approval is stamped with the time so there's no confusion later.

How do OMMA license fees fit in?

We have a dedicated category so they're easy to track for tax time. Renewal fees, application fees, and any add-ons all roll up cleanly: your accountant will thank you.

See it in your dispensary.

Book a 30-minute walkthrough. We'll show Expenses on real data and answer your specific compliance questions.