Expense Tracking & Bookkeeping
Log money out the door — and see where it went.
Real bookkeeping rhythm: categorize spending into your own taxonomy, attach receipts, automate the recurring, attribute costs to projects — and let the reports roll it up by category, vendor, and month.
Everything inside
Every facet, function & convenience.
Categories & subcategories
Your chart of spending, your way — custom categories with nested subcategories for real drilldowns.
Digital receipts
Snap, scan, or drag receipts onto the expense. Paperless, attached, findable at tax time.
Recurring expenses
Rent, SaaS, insurance, annual fees — template them once on any cadence, drafts arrive for review.
Pause & resume schedules
Seasonal costs pause without losing their setup; resume when they return.
Vendor tracking
Expenses tie to the distributors you pay, so vendor spend rolls up automatically.
Project attribution
Attach costs to projects to see true job profitability, not just revenue.
Due dates & reminders
Payable expenses ride the same reminder sweeps as invoices — goodbye late fees.
Team payable
Mark expenses payable by teammates or vendors through the portal — reimbursements without the spreadsheet.
Bookkeeping exports
Category drilldowns, vendor summaries, monthly timelines — CSV for the accountant, PDF for the file.
Both sides of the ledger
Expense reports mirror revenue reports — same drilldowns, same timelines — so margin is a number, not a mood.
Spending has a shape
Category and subcategory drilldowns turn a shoebox of receipts into a structure: software is up 20%, materials track jobs, that one subscription nobody remembers is still $89/mo.
Recurring costs, handled like recurring revenue
The same scheduling engine that drafts your retainer invoices drafts your rent and SaaS expenses — review days early, post on time, never re-enter.
Costs that find their project
Attach an expense to the job it belongs to and the reports finally show margin, not just revenue. The contractor, the stock photos, the print run — all subtracted from the right line, so profitability is a number you can trust.
Your first client is two minutes away.
Name your workspace, add a client, send the estimate. We'll handle the part where it turns into money.