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Coach · Track business expenses by category — marketing, job costs, software — alongside revenue.

Job-cost line Materials — roofing tagged to JOB-2401 for margin reporting.

Finance · LedgerAI

Expenses

Demo data

Categorize spend alongside revenue in LeadLock AI.

DateTitleCategoryAmount
Mar 19Google AdsMarketing$420.00
Mar 17Materials — roofingJob cost$1,240.00
Mar 1Software (CRM — Operations plan, list)Software$1299.00

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