Prefer to watch instead of read? These short walkthroughs cover BeeKeeper’s core workflows from start to finish. You can also watch the whole series on the FutureFund BeeKeeper playlist on YouTube.

Receipts & Transactions

Upload receipts, scan them with AI, and match them to transactions in your books. Read more in Receipts.

The Needs Review Tab

Turn imported bank transactions into proper accounting entries — accepting, matching, and handling transfers. Read more in Imported Transactions: The Needs Review Workflow.

Rules & Automations

Create rules that automatically categorize recurring transactions so review takes minutes instead of hours. Read more in Transaction Rules.

Transferring Funds

Record money moving between your own bank accounts — like checking to savings — without double-counting it.

Reconciliation

Check your ledger against the bank statement and reconcile your accounts. Read more in Bank Reconciliation.

Expense Reports

How volunteers submit expense reports and how treasurers review and pay them. Read more in Expense Reports.

Treasurer’s Report

Generate the monthly treasurer’s report you present at meetings. Read more in Financial Reports.

Team Management

Invite team members and manage Admin, Editor, and Viewer permissions. Read more in User Management.

Vendor Management

Track vendors, match transactions to them, and stay ready for 1099 season. Read more in Vendors.

MCP Server & Using AI

Connect AI assistants like Claude to your BeeKeeper data with the read-only MCP server. Read more in MCP Server.