The solo bottleneck
Missing receipts turn tax time into a scavenger hunt.
This guide is part of a free series: 50 useful automations for people running the business alone. Download the printable PDF anytime: Free PDF — Capture receipts the moment you spend.
Stack that stays small
Phone camera + Drive folder + bookkeeping tool.
Tools named here: Expensify, Google Drive, Zapier. Prefer official docs and native features before adding another SaaS.
Ship the automation
Create a Drive folder: Receipts/YYYY-MM.
Use your bank or Expensify app to snap every card spend the same day.
Zap new receipt files into your bookkeeping inbox or a Notion table.
Weekly: 15 minutes to match receipts to transactions — never monthly.
Keep it honest
If you wait until Friday, you will invent stories. Capture in the parking lot.
Automations should reduce decisions and errors — not hide broken processes. If a Zap fails weekly, fix the process or delete the Zap.
Download
Grab the free PDF for this task: Download PDF. Or browse the full set from the homepage automation carousel.