Velosite – Keep your cards. Automate your bookkeeping.

Stop chasing receipts. Start closing books daily.

Automate transaction reconciliation for the cards you already use—Amex, Chase, Capital One, and more. No forced card switch. No ERP disruption. Just clean books, every day.

Good morning.
Tuesday, October 8 • 9:15 AM
Last night's activity
0 transactions reconciled from 12 cards
$0.00 variance to close
Missing receipts flagged
0
Auto-categorized
0%
Ready to post
0

Old way vs. New way

Stop chasing receipts at month-end. Start reconciling daily.

Old Way

Last-minute month-end chaos
Chasing employees for receipts
Sorting transactions by hand
Cross your fingers it balances
Stress and late nights

Now

Continuous cleanup throughout the month
Automated, polite follow-ups
Tagging based on your rules
See what's off, right now
Calm, controlled close
Works with cards you already use
Connected via Plaid • Bank-level security

See it in action

Connect your cards, and reconciliation happens automatically. For anything missing, your team gets polite follow-ups—so you don't have to chase anyone down.

Good morning, Sarah
Tuesday, September 23, 2025
95
Transactions posted
$0.00
Variance to close
8
Transactions to review
Auto-Reconciled Transactions
$47,293
87 of 95 transactions
Monthly Spend Limit
$72,450
of $100,000 monthly limit
Policy Compliance
91.6%
↑ 2.1% vs last week
Transaction Review
UB
Uber Technologies
✕ Receipt missing
$23.45
BB
Best Buy #4423
✕ Approval required
$1,247.99
DL
Delta Airlines
✕ Policy conflict
$487.00

Try it on the page.

See how receipts get read and auto-posted to QuickBooks

Click receipt to submit
•
Extract data
Merchant, date, amount
•
Categorize + tag
Based on your rules
•
Match vendor
Link to existing
•
Post to QuickBooks
Real-time sync
Result
Category
—
Tags
—
Vendor
—
Why tagged
—

Data is simulated. No uploads leave your browser. Reset demo

Daily reconciliation, not monthly chaos

A reconciliation layer between your cards and QuickBooks—doesn't touch your GL or replace your ERP

01

Connect

Link your existing credit cards via Plaid in 15 minutes. No card switch, no disruption, no migration.

Amex • Chase • Capital One • Any card via Plaid • Bank-level security
02

Reconcile

Transactions match, categorize, and flag missing receipts automatically. Your policy logic. Our automation.

Matched: Uber ride • Category: Travel • Missing: Receipt • Action: Follow-up sent
03

Post

Clean transactions sync to QuickBooks daily. You review, approve, and stay in control.

Ready to post: 143 txns • Variance: $0.00 • Your approval required

Clean books, every day

Controllers who reconcile daily instead of scrambling at month-end get their time back.

Daily
reconciliation, not monthly
4.2 hrs
saved per week / controller
94.6%
auto-matched transactions

Made for controllers. Not to replace them.

Never chase receipts again

Automated follow-ups with your team when receipts are missing. Polite reminders, not nagging—so you don't have to.

See what's missing, fix it fast

Real-time variance visibility shows exactly what needs attention. Flag issues early, not at month-end.

Your policy logic. Our automation.

Smart categorization based on your rules, not ours. Every decision is transparent and explainable.

No ERP disruption

Lives between your cards and QuickBooks. Doesn't touch your GL or replace your systems—just keeps things clean.

Common questions

Do I have to switch to your credit card or bank?
No. Works with the cards you already use—Amex, Chase, Capital One, any card that connects via Plaid. Keep your rewards, keep your banking relationships.
Will I lose my Amex/Chase rewards or existing card setup?
You keep everything. No card switch means no lost rewards, no reissuing cards, no changing banking relationships. Just connect what you have and reconciliation starts automatically.
How does it handle missing receipts or slow employees?
Friendly reminders are sent when receipts are missing. Your team gets automatic reminders so you don't have to chase anyone at month-end. You can see exactly who hasn't sent theirs.
How long does setup take and will this disrupt QuickBooks?
About 5 minutes. Connect your cards via Plaid, link QuickBooks, set your policy rules, and you're done. It doesn't touch your GL or replace QuickBooks—it just keeps transactions clean before they post.
What if something is categorized incorrectly?
You stay in control. Review and override any categorization with one click. The system learns from your corrections and gets smarter over time.

Built for controllers who need control

Bank-level security

Strong encryption, permanent records, and controlled access to all your accounts.

Daily reconciliation

Books stay current every single day. No more waiting until month-end to know where you stand.

QuickBooks ready

Native integration live today. NetSuite and Sage Intacct integrations coming soon.

You stay in charge

Made for finance teams who want help, not replacement. Review everything, change anything.

Start free. Scale on usage.

Free

$0
Forever free

Get started with basic transaction reconciliation. Perfect for trying out Velosite with your existing cards.

Starter

$99
per month

Up to 500 transactions per month. QuickBooks integration, automated reconciliation, and receipt capture.

Growth

$299
per month

Unlimited transactions. Advanced automation, waste detection, custom policy rules, and NetSuite support.

Be first when we launch November 1st

Lock in founding member pricing and get priority onboarding

Scroll to Top