Onboarding walkthrough

Welcome to APSense. We designed this platform to take the manual labor out of expense management. By the end of this guide, you’ll have a fully configured account and your first professional report ready for submission.

1. Create your account

First, we need to establish your secure profile. APSense uses your identity to sync your data across mobile, web, and desktop platforms instantly.

1. Open the APSense app or navigate to the web dashboard.
2. Select your preferred sign-in method: Continue with Google, Continue with Apple, or sign up using your Email and Password.
3. If using email, follow the prompts to verify your address.
4. Once you sign in, notice that we automatically initialize a default Personal workspace for you.

Result: You are now logged into your dashboard, and your workspace is ready to receive expenses.

2. Capture your first receipt

Now, let’s use the Cortexa AI scanner to digitize a receipt. This technology identifies key details so you don’t have to type them manually.

1. Tap the Camera or Scan icon on your mobile device (or click Upload on the web).
2. Align your receipt within the frame and take a photo. For long receipts, you can capture multiple images for a single entry.
3. Wait a moment while Cortexa AI analyzes the image.

Result: The app automatically extracts the vendor name, total amount, and transaction date, then presents them on a review screen.

3. Review and save the expense

AI is powerful, but we always give you the final word. This step ensures your records are 100% accurate for tax and reimbursement purposes.

1. Verify that the Vendor, Amount, and Date match your physical receipt.
2. Tap the Category field and select the most appropriate label (e.g., Meals, Travel, or Office Supplies).
3. If this expense belongs to a specific project, you can add a note or tag it to a workspace.
4. Tap Save or Done.

Result: Your expense is saved to your list and immediately appears on your dashboard totals.

4. Create an expense report

Individual expenses are easier to manage when grouped into reports. Reports act as the “envelope” you send to your manager or accounting department.

1. Navigate to the Reports tab.
2. Tap the + icon or New Report button.
3. Enter a title, such as “January Client Trip” or “Monthly Office Supplies.”
4. Choose a custom color to help you identify the report at a glance.
5. Select the expenses you just created to add them to this report.

Result: You now have an organized report that calculates your total reimbursable amount automatically.

5. Submit your report

The final step is getting your data to the people who need it. APSense generates a professional PDF that includes your itemized list and images of every receipt.

1. Open the report you just created.
2. Tap the Submit button.
3. Enter the email address for your accounting department or manager.
4. Review the submission summary and confirm.

Result: APSense generates a branded PDF and sends it via email. The report status updates to Submitted, and you can track its progress as it moves toward approval and reimbursement.

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Next steps

• Forward digital receipts: You can forward emailed receipts directly to expenses@apsense.app to have them added to your account automatically.
• Track mileage: Use the Mileage tab to log business trips using GPS or manual odometer readings.
• Manage Workspaces: Create additional workspaces in Settings to keep your personal and business expenses completely separate.

For further assistance, contact us at support@ademero.com, visit https://www.ademero.com, or call 863-937-0272.