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Therapist Guide

How to Automate Expense & Receipt Tracking as a Therapist

Between sessions, receipts for supervision fees, EHR subscriptions, and continuing education end up stuffed in your wallet. When tax season hits or you need to do monthly bookkeeping, digging through crumpled paper to find that $250 workshop receipt from three months ago wastes time you should be spending on clients.

The Current Reality

The Manual Way

Shoving paper receipts into a drawer or shoebox, then typing amounts into Excel by hand while squinting at faded ink.

2 hours per month
  1. Grab paper receipts from supervision, CE workshops, and office supplies all month long.
  2. Go through the pile at the end of the month, tossing duplicates and trying to read thermal paper that's fading.
  3. Open Google Sheets or QuickBooks and type in vendor names, dates, and amounts one by one.
  4. Sort each expense into categories like 'Continuing Education', 'Software', or 'Office Supplies' yourself.
  5. Scan receipts and attach them to the spreadsheet rows individually.

With Christine AI

The Christine Way

Snap a photo of any receipt right after you buy something; Christine pulls the data using OCR and logs it straight to your Google Sheet.

You

Take a picture of the $185 APA conference registration receipt and text it to Christine.

Christine

Christine reads the vendor, date, and total, then adds a row to your 'Business Expenses' sheet under 'Continuing Education'.

You

Text 'categorize last entry as Supervision' after sending your weekly supervisor payment via Venmo screenshot.

Christine

Christine updates the category column for that transaction and marks it for your monthly review.

Time Saved Per Week

8 hours per year

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Just bought the new DBT skills workbook for my office library. Here's the receipt.
9:41 AM
[Image: Receipt from Barnes & Noble for $42.50]
9:41 AM
Got it. I logged $42.50 from Barnes & Noble (today) to your Expense Tracker under 'Office Resources'. Want me to add this to your Q3 budget sheet?
9:42 AM
Yes please. Also remind me to expense my supervision fee on Friday.
9:42 AM
Done. The receipt is on the Q3 sheet. I set a reminder for Friday at 9 AM to log your supervision payment.
9:43 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

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