Project expense tracking, from budget to actuals

Subcontractors, travel, licenses — expenses can swing a project's margin as hard as hours do, and they're usually tracked with a fraction of the care. Operating plans expenses into the budget, tracks them as they land, and shows what they do to the margin.

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From a budget line to a dated plan

Most project budgets treat expenses as one round number that nobody revisits until it's blown. In Operating, the expense budget is part of the project budget — and then you plan it out: which expense, likely landing on which date, from which vendor.

Expense budget allocated as part of the full project budget
Each planned expense dated — see when costs will land
Vendors, categories, and details on every line

Off-the-shelf integrations with

+ integrations to other CRMs possible via our REST API

Billable or not — and nothing slips

Some expenses are yours to carry; some belong on the client's invoice. Flag each one as billable or not when you plan it, log the actuals as they arrive, and the billable ones are ready for invoicing instead of forgotten in a spreadsheet.

Billable / non-billable flag per expense
Actual expenses logged against the plan
Billable expenses ready for the invoice — nothing left unbilled

Planned vs actual — and the margin tells the truth

Every expense, planned or actual, rolls into the project's full margin. Compare what you planned against what actually landed, watch the effect on the burn-up, and catch the overrun while it's a line item — not a post-mortem.