Posting Expenses to Lodg

Our direct integration with Lodg is currently in beta We'll continue to improve it with new features. If you would like to set it up and try it, follow the steps below.

Introduction

Prosaic reads transactions from personal banks, cards and loan accounts to identify tax deductible expenses like home office power, rates or motor vehicle costs.

Lodg is a New Zealand-based online platform that simplifies tax management by automating the process, especially for sole traders

We’ve developed a, integration between Prosaic and Lodg to automatically push expenses that are detected and claimed in Prosaic, as a draft expense in Lodg. The best way to think about this is like a ‘bank feed’ for Lodg, but instead of syncing every transaction from a single bank account (like, say, Xero does), you can connect as many bank accounts as you like to Prosaic (eg a credit card AND joint account), and we’ll only sync through to Lodg either:

1. Expenses that Prosaic automatically detects are business expenses, or
2. Any expenses that you manually select as a business expense in Prosaic

Once set up, Prosaic will sync expenses every 5 minutes. If you claim an expense in Prosaic, it will appear on the next sync. Or automatically, overnight, when Prosaic detects anything from bank feeds.

How to connect Prosaic and Lodg

Before you start you’ll need to have both a Lodg and Prosaic account, with bank feeds connected. If you’re not yet using Prosaic, register for a free account at www.prosaic.works and connect your bank accounts via our secure bank feeds partner Akahu

To set up the integration between Lodg and Prosaic using Zapier, follow these steps:

1. Sign into Prosaic
2. Click on your profile name and navigate to Settings
3. Under 'Integrations' you'll find a webhook form like the one below
4. Paste the following address into the webhook form
   1. https://lodg.vercel.app/api/webhook/prosaic/create
5. Then click 'Save'

Prosaic will then begin syncing draft expenses automatically to Lodg.