Every cost, per client and per tax year.
The situation
It is tax season, or a client wants the re-billable costs on the next invoice. The receipts are in a drawer, an email folder and a phone camera roll.
What you do
- One project per client or yearMake a project for each client you re-bill, and one for the tax year.
- Snap as you goPhotograph receipts when they happen. File them, or leave them in Unfiled for later.
- Send the ledgerExport an itemized Excel or CSV ledger for the accountant, or a per-client ledger to attach to an invoice.
What you get
An Excel ledger with one row per line item: date, merchant, category, subtotal, tax, total, currency and project. Sort it, pivot it, or hand it over as is.
Download a sample
The features that matter here
Projects per client or year
Keep re-billable and deductible costs apart.
Itemized view
One row per line item when the accountant wants detail.
CSV and Excel
Formats every accounting tool imports.
Categories
Meals, travel, supplies and the rest, editable per bill.
Questions for this case
Does it connect to QuickBooks or Xero?
Not yet. Export CSV or Excel and import it.
Can I keep tax (GST/HST, QST) separate?
Tax is its own field on every bill and its own column in every ledger.
Can my accountant see my project?
On Pro, invite them as a viewer. On Free, send the export.
Your next receipt is the first test.
Free for 10 bills a month. No card needed.