Expense Tracking & Management
Track Every Business Expense
Log Expenses Easily
Track any business expense in 30 seconds
Expense Information
Description
What the expense was for
Amount
Cost (supports decimals)
Date
When expense occurred
Category
Type of expense (travel, meals, software, etc.)
Project
Which project (optional)
Billable
Can you bill this to client?
Receipt
Attach file/photo
Organize Spending by Category
✈️ Travel
Flights, hotels, transportation
🍽️ Meals
Client dinners, team lunches
💻 Software
Tools and subscriptions
🏢 Office
Supplies and equipment
📢 Marketing
Advertising and promotions
⚙️ Custom
Create your own categories
Project Allocation
Link expenses to specific projects for accurate cost tracking
📊 Project Costs
- • Track project costs accurately
- • Include in profitability
- • Budget vs. actual analysis
- • True cost visibility
💳 Client Billing
- • Mark expenses as billable
- • Add to client invoices
- • Attach receipt proof
- • Automatic reimbursement
Receipt Attachments
Upload receipts for proper documentation and tax compliance
📸 Upload Receipts
- • Photo of paper receipt
- • PDF invoice
- • Email confirmation
- • Screenshot
💼 Benefits
- • Tax compliance
- • Audit trail
- • Reimbursement proof
- • Client billing evidence
Team Expense Submission
Team members log their own expenses for approval
Workflow
- 1Team member logs expense (hotel, meal, software)
- 2Uploads receipt
- 3Links to project (if applicable)
- 4Manager reviews and approves
- 5Reimbursement processed
Billable Expense Integration
Bill Clients
Mark expenses as billable:
- • Toggle billable flag
- • Add to project invoice
- • Attach receipt as proof
- • Client sees expense details
Invoice Integration
Seamless billing workflow:
- • Create invoice from project
- • Billable expenses included auto
- • Line items show expense details
- • Receipt attachments available
Expense Reporting
Understand spending patterns and control costs
By Category
Track spending per category
By Project
See project-specific costs
By Team Member
Track who spent what
By Date Range
Monthly, quarterly reports
Common Use Cases
Client Reimbursement
Travel expenses for client projects, bill back automatically
Team Reimbursement
Team submits expenses, managers approve, accounting processes
Project Budgeting
Track actual costs vs budget, profitability analysis
Tax Compliance
Receipt storage for tax deductions and audits
Accounting Export
Export for QuickBooks, Xero, or accountant
Spending Analysis
Understand where money goes, optimize spending
Export for Accounting
Export expense data for external accounting software
CSV Export
For Excel or accounting software
PDF Reports
For management review
Bulk Download
All receipts in one ZIP
Track Expenses, Control Costs
Log expenses, attach receipts, allocate to projects, bill clients—all integrated with your business platform
Free 14-day trial →No credit card required