An independent way to start.
Use a supported bank connection, upload a CSV, or create a record manually. You do not need a meeting, proposal, or invoice first.
Expense tracking starts with Core.EXPENSES
Connect a supported bank account, import a CSV, or add an expense yourself. Review each cost and keep the context that helps you understand what you spent.
Expense tracking is included in Core at $29/month. Paid subscription; no trial. Connected-account limits depend on your plan; bank availability varies.
Explore resourcesRECORDED EXPENSES
Costs can arise throughout the work.
HOW IT WORKS
Bring the spending in, then decide how it belongs in your business.
EXPENSES · BANK CONNECTION
Connection uses Stripe Financial Connections. Availability varies.
EXPENSE · OWNER REVIEW
Check the description, date, amount, and classification.
EXPENSE DETAILS
Client context stays with the expense record.
RECORDED EXPENSES
Three sample records, not complete project profitability.
Northwind website project · Three sample costs totaling $1,000
Illustrative spending: $120 + $60 + $820 = $1,000. Business classification is an owner decision, not confirmation of a tax deduction. Bank availability varies.
USEFUL IN THE EVERYDAY
Tools to help with the details,
with the decisions in your hands.
Use a supported bank connection, upload a CSV, or create a record manually. You do not need a meeting, proposal, or invoice first.
Expense tracking starts with Core.Check the date and amount, add a useful description, and review the category and business or personal classification.
You decide how the cost is recorded.Associate expenses with a client where it helps, and return to the list to understand the spending around the work.
Client association does not create an invoice.KEEP THE WORK CONNECTED
Expense records help you organize what the work cost. Invoicing is a separate starting task; linking a cost to a client does not automatically pass it onto an invoice.
Built for independent professionals
A PRACTICAL HEAD START
Organize your business expenses and keep the supporting records ready for review.
You can connect a supported bank account, import a CSV, or add an expense manually. Review the imported information before relying on the records.
Connections use Stripe Financial Connections. Available institutions and accounts are determined in that connection flow; not every bank or account is supported. Connected-account limits depend on your plan.
Yes. Expense tracking is an independent task, included in Core. A meeting, proposal, or invoice is not required.
Review the description, amount, date, category, and business or personal classification. You can also associate a record with a client when useful.
No. Associating the expense with a client keeps its context. Prepare and review any client invoice separately.
No. The classification organizes your records. It does not determine tax treatment or calculate a deduction.
YOUR NEXT STEP
Start with a transaction. Turn it into a record you can return to.
Choose a planExpense tracking is included in Core at $29/month. Paid subscription; no trial. Connected-account limits depend on your plan; bank availability varies.