Expense Tracking

Stop Losing Receipts and Guessing Where Money Went

Log every business expense, upload receipts, categorize spending, and link to projects or clients. Approval workflows keep spending in check. Billable expenses flow onto invoices automatically.

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A

Acme Corp

Pro plan

Settings
AKAlex Kim
Dashboard
Create
Expenses
6 expenses
+ New Expense
VendorCategoryAmountStatusDate
A
Adobe Inc
Software$646.92approvedMar 8
W
WeWork
Office$1,296.00approvedMar 5
D
Delta Airlines
Travel$487.50pendingMar 3
S
Staples
Supplies$134.78approvedMar 1
U
Uber
Transport$45.68rejectedFeb 28
A
AWS
Hosting$336.96approvedFeb 25

Expense Detail

Everything about an expense, one screen

Open any expense to see the full breakdown — amount, tax, vendor, category, receipt, approval status, and activity log. No more digging through email threads or shared drives.

Adobe Creative CloudBillable
Software
approved$646.92
Total with Tax
$646.92
$599.00 + 8% ($47.92)
Adobe Inc
Vendor
Transaction Details
Category
Software
Expense Date
Mar 8, 2024
Reference
EXP-2024-087
Payment Method
Credit Card
Project
Website Redesign
Description

Annual Creative Cloud subscription for design team — includes Photoshop, Illustrator, and XD licenses.

Expense List

Every expense, organized and searchable

See all expenses with vendor, category, amount, status, and receipt indicator. Filter by date, category, or status. Export for accounting or tax reporting.

Expenses7
Import
Export
+ New Expense
Search expenses...
Filter
DateVendorCategoryDescriptionAmountStatus
Mar 8
Adobe Inc
SoftwareCreative Cloud annual$646.92approved
Mar 5
WeWork
OfficeMarch co-working space$1,296.00approved
Mar 3
Delta Airlines
TravelNYC → SFO flight$487.50pending
Mar 1
Staples
SuppliesOffice supplies order$134.78approved
Feb 28
Uber
TransportClient meeting rides$45.68rejected
Feb 25
AWS
HostingFeb cloud services$336.96approved
Feb 22
Figma
SoftwareTeam plan renewal$194.40approved

Capabilities

Everything you need to track business expenses

From receipt to report — tools that keep every dollar accounted for.

Receipt Upload

Snap a photo or upload a file. Receipts are stored with the expense and available for download anytime.

Category Management

Create custom categories to match your chart of accounts. Filter and report expenses by category at any time.

Billable Expenses

Mark expenses as billable and link them to a client or project. Billable expenses flow directly onto invoices.

Approval Workflows

Submit expenses for approval. Managers can approve or reject with one click — with full audit trail.

Mileage Tracking

Log trips with distance, rate per unit, and automatic cost calculation. Track mileage alongside regular expenses.

Recurring Expenses

Set up recurring expense templates for regular costs. Auto-create entries on schedule so nothing is missed.

Project Linking

Associate expenses with specific projects to track project profitability. See all project costs in one place.

OCR & Extraction

Upload receipts and let Agiled extract vendor, amount, and date automatically. Review and approve — no manual entry.

FAQ

Common questions about Expense Tracking

Yes. Upload photos, PDFs, or scanned images directly to any expense. Receipts are stored securely and linked to the expense record for easy retrieval during audits or tax season.

Mark any expense as billable and optionally link it to a client or project. When you create an invoice, billable expenses can be included as line items — the amount, description, and category carry over automatically.

Yes. Team members submit expenses for review. Managers see pending submissions and can approve or reject with a reason. Every action is logged with timestamps and user info for a complete audit trail.

Yes. Log mileage with distance, unit (km or miles), and rate per unit. The cost is calculated automatically. Mileage expenses appear alongside regular expenses and follow the same approval and billing workflows.

Yes. Create custom categories to match your business chart of accounts. Filter, search, and generate reports by category. Categories are reusable across all team members.

Yes. Associate any expense with a specific project to track project costs. Project reports show all linked expenses alongside labor and other costs — giving you a complete profitability picture.

Yes. Import expenses from CSV files. Map your spreadsheet columns to Agiled fields and bulk-create expense records in seconds. Great for migrating from another tool or importing bank statements.

Yes. Create recurring templates for regular costs like subscriptions, rent, or insurance. Set the frequency and Agiled auto-creates the expense entries on schedule.

Ready to take control of your expenses?

Track expenses, upload receipts, and bill clients — all connected to your projects and invoicing. Free 14-day trial.

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