TailrideInsights
Analyze your invoice data with spending charts, vendor and tag breakdowns, and subscription tracking.
Data Requirements
You need at least 1 processed invoice to generate insights. Insights are available on desktop and tablet screens.
Video Tutorial
What's in the Tab
Spending Chart
Your spending over time for the selected period, with the period total in the header. Group the chart by day, week, or month and pick the date range with presets (This month, Last month, quarters, This year, Last year, All time) or a custom range.
Vendors & Tags
A single panel with two tabs. Vendors lists your suppliers sorted by total spend, with logo, invoice count, and amount; it's searchable and paginated. Tags breaks spending down by the tags you've applied to invoices, with its own search and sorting.
Subscriptions
Automatically detected recurring payments, grouped by upcoming billing month. Each subscription shows the vendor, the next billing date and frequency, and the amount (marked with "~" when the amount varies). The header shows the total of upcoming subscription payments.
Filtering the Chart by Vendor or Tag
Click any vendor or tag row to filter the spending chart to just that vendor or tag — the chart header shows the active filter with a Clear filter button. Click the row again to clear it.
If you have several email accounts connected, selecting a specific account in the dashboard's account switcher scopes all insights to that account's invoices.
Currency Handling
All amounts are converted to your main currency (set in the Settings tab) using exchange rates for the respective dates. Number formatting — currency symbol position, decimal and thousands separators — also follows your Settings.
Monthly Insights Email
Once a month Tailride can send you an Expense Insights email with the month's total spend, invoice count, top 5 vendors, top 5 tags, and upcoming renewals for the next 30 days. You can turn this report on or off in the Settings tab (Monthly insights email).
Subscription Detection
Recurring payments are detected automatically as new invoices are processed — based on vendor, amount, and billing pattern. Detected subscriptions carry a frequency (monthly, yearly, or other) and the expected next billing date. There's nothing to configure: the Subscriptions card fills in as patterns emerge.