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A ClearForge Labs product · Early access

Site Tally

Catch paperwork problems before they reach your books.

It checks receipts, packing lists, dump tickets and supplier invoices, and matches them to your card charges. Works with QuickBooks. Fewer missing receipts, clearer exceptions, less weekly cleanup.

Example · Fictional data

Weight ticket example with fictional data. Ticket DEMO-1042 from Example Disposal Co. is read: gross 32,000 pounds, tare 20,000 pounds, net 12,000 pounds or 6 tons, at $85 a ton, total $510. All math checks pass and the vendor, billed-to company and job are on file. It is flagged red as a duplicate that is already on file, so this copy is held for review and no second expense is created. It matches a $510 card charge, and the duplicate flag stays open.

PassedWorth a look doesn't blockNeeds review held as an exception

The problem

Paperwork is everywhere. Money slips through the gaps.

  • TruckReceipts ride around on the dash until they fade.
  • EmailSupplier invoices sit in an inbox nobody opens on Friday.
  • CardCharges show up with no receipt behind them.
  • TwiceThe same dump ticket gets turned in two times.
  • MathTotals get paid without anyone adding them up.

Most of it turns up at cleanup time. Some of it never does.

How it works

Three steps. No new habits.

  1. 01

    Snap a photo.

    Receipt, packing list, dump ticket or supplier invoice. Take a phone photo or send the PDF.

  2. 02

    Site Tally runs the checks.

    AI reads the page. Then plain code does the math and checks it against your vendors, jobs and card charges.

  3. 03

    Review the flags.

    Red needs a look before it goes further. Yellow is worth a glance. Clean documents stay in the list too, so you can open and review any of them.

AI reads. Code checks.

AI copies the fields off the page, exactly as printed. It doesn't do the math.

Same rules every time.

Weights, totals, duplicates and card matches are checked by plain code, so the same document gets the same result.

What it catches

Stop paying for the same dump ticket twice.

That one, and the other mistakes that cost you when nobody's looking.

  • Weight math

    Gross 31,480 lb minus tare 19,920 lb is 11,560 lb. The ticket says 11,650.

    Needs review
  • Duplicate paperwork

    Same ticket number, same yard, turned in again. The copy gets held for review. Nothing gets booked twice.

    Needs review
  • Invoice totals

    Line items add up to $460.00. The subtotal says $500.00.

    Needs review
  • Missing receipts

    A $184.16 card charge at a hardware store with no receipt behind it yet.

    Worth a look
  • Vendor or job mismatch

    Billed to a different company? That's red. Vendor or job not on your list? Yellow, so someone takes a look.

    Needs reviewWorth a look

Site Tally points things out. You make the call. It doesn't pay anything, and it won't catch every mistake. Think of it as a second set of eyes for your bookkeeping, not a replacement for yours.

Pricing

Pick a plan by how much paper you push.

Monthly plans plus a one-time setup, where we load your vendors, jobs and card data so the checks know what “right” looks like on day one. Extra documents are $0.50 each. Bigger operations get a custom quote.

Solo

Owner-operator.

$99/month
Documents
100 a month
Setup, one time
$299
Get started

Crew

Small crew with several jobs.

$199/month
Documents
400 a month
Setup, one time
$299
Get started

Company

More volume, more people.

Custom
Documents
Sized to your volume
Users
Multiple users
Pricing
Quoted for your companyMonthly price and setup
Get a quote

How documents count

  • A two-page invoice counts as one document.
  • A duplicate photo doesn't count again.

Going over

  • You get a heads-up when you hit 80% of your monthly documents.
  • Past your plan, extra documents are $0.50 each.

Works with QuickBooks and other software your company already uses. We'll confirm yours during setup.

FAQ

Straight answers.

What paperwork does it handle?

Store receipts, supplier packing lists, dump and landfill weight tickets, and supplier invoices. A phone photo works. So does a PDF.

How are documents counted?

One document is one receipt, ticket, packing list or invoice. A two-page invoice counts as one. A duplicate photo of something already in doesn't count again.

You get a heads-up at 80% of your plan. Past your plan, extra documents are $0.50 each.

What happens when something gets flagged?

Red means an exception. It's held until someone looks at it, like a duplicate ticket or a total that doesn't add up. Yellow is worth a look but doesn't block anything. Green means the check passed.

Green doesn't mean anything got paid. Site Tally doesn't pay bills or move money. You make the call.

How does my card data get in?

During setup we load your card charges from your statements, along with your vendors and jobs. There's no live bank connection yet, so new charges get loaded from your statements too.

Does it work with QuickBooks?

Yes. Site Tally works with QuickBooks, and it has integrations for other software companies use. Tell us what you run when we talk, and we'll confirm yours during setup.

Get started

Tell us about your paperwork.

Fill this out and we'll reach out to set things up. It's a request, not a checkout.

  • We talk through your vendors, jobs and cards.
  • We load them in during setup.
  • You start snapping photos.

Receipts, tickets and invoices combined.

Have a promo code? Enter it here.

Opens your messages app with this filled in. It's a request, not a purchase. Nothing gets charged.