Is this ATO compliant?

Yes. Claim Mate is designed specifically for Australian tax requirements. Reports follow Australian financial year quarters (Q1: Jul-Sep, Q2: Oct-Dec, Q3: Jan-Mar, Q4: Apr-Jun) and include all necessary information for BAS and tax returns.

How does AI receipt scanning work?

Simply capture a receipt with your phone. Our AI automatically extracts merchant name, date, amount, line items, and suggests categories. You can review and edit any details before saving.

Can I track vehicle trips for tax deductions?

Absolutely. Enter start and end addresses (Australian addresses only), and Google Maps calculates the distance automatically. Create return trips with one tap. All trips are organized by financial quarter.

What format are the reports in?

Reports are generated as comprehensive PDFs, organized by financial quarter. They include all expenses with receipts, all trips with distances, and are formatted for easy submission to the ATO or your accountant.

Do I need to connect my bank account?

No. Claim Mate works with manual receipt scanning and trip logging. You maintain full control over your data.

Yes. All data is encrypted and securely stored in the cloud. We use industry-standard security practices. Your information is private and protected.

Can I use this on multiple devices?

Yes. Claim Mate syncs all your data across devices. Start tracking on your phone, review on your tablet — everything stays in sync.

What if I need to edit or delete an expense?

You can edit any expense details at any time, or delete expenses with a confirmation step. All changes are synced across your devices.

Terms of Service | Claim Mate

Claim Mate – Terms of Service

Last updated: 3 January 2026

These Terms of Service ("Terms") govern your access to and use of the Claim Mate website, applications, and services (the "Service"). By accessing or using Claim Mate, you agree to be bound by these Terms.

1. About Claim Mate

Claim Mate is a software service designed to help sole traders and small businesses record expenses and business travel and generate summary reports. Claim Mate does not provide tax, accounting, or legal advice.

2. Eligibility

You must be at least 18 years old and legally able to enter into a binding contract to use the Service.

3. Beta Service Disclaimer

Claim Mate may be provided as a beta or pre‑release service. You acknowledge that:

Features may change, be incomplete, or be removed
The Service may contain bugs or inaccuracies
Availability and performance are not guaranteed

4. No Tax or Legal Advice

Claim Mate provides tools to assist with record‑keeping only. You are solely responsible for:

The accuracy of all data entered
Verifying calculations
Meeting your tax and reporting obligations

You should seek advice from a qualified accountant or tax professional before lodging any BAS or tax returns.

5. User Responsibilities

You agree to:

Provide accurate information
Keep your login details secure
Use the Service lawfully
Not misuse, reverse‑engineer, or attempt to disrupt the Service

6. Data Accuracy

Claim Mate relies on user‑provided information and third‑party services. We do not guarantee that expense categorisation, OCR extraction, trip tracking, or reports are error‑free.

7. Subscriptions & Billing

Paid features may require a subscription. Prices, billing cycles, and features may change with notice. Payments are processed by third‑party payment providers.

8. Intellectual Property

All intellectual property in Claim Mate, including software, branding, and content, remains the property of Claim Mate.

9. Limitation of Liability

To the maximum extent permitted by law, Claim Mate is not liable for:

Loss of profits, data, or business
Tax penalties or incorrect filings
Indirect or consequential damages

10. Termination

We may suspend or terminate access to the Service at any time. You may stop using the Service at any time.

11. Governing Law

These Terms are governed by the laws of Australia.

12. Contact

For questions about these Terms, contact: info@claim-mate.com