Expense tracking for a small agency

When several people pay for services, spending spreads across personal cards and separate dashboards. Workspaces and a shared service catalogue bring the picture back into one place.

Team and separation

A workspace is a data boundary. Everything created inside it is invisible from the next one.

  • A separate workspace per client or business line.
  • Every record stores its author and source: web, Telegram or import.
  • The audit log captures changes with before and after state.
  • Switching workspace works both in the cabinet and in Telegram.

Spending per client

Analytics is grouped by project, so preparing a client report stops being a separate job.

  • The cost of tools and contractors for each project.
  • Recurring licences converted to a monthly figure.
  • Comparison against the previous period and the three-month average.
  • CSV export for reconciliation against invoices.

Keeping the books honest

The hard part of team bookkeeping is not analytics — it is records not appearing on time.

  • Entry by phrase in Telegram removes the "I will add it later" barrier.
  • Reminders about unconfirmed charges.
  • A duplicate warning for the same amount, service and date.
  • Bulk changes of category or project when the structure shifts.

Frequently asked questions

How many people can join?

The number of members and workspaces depends on your plan. Current limits are listed on the pricing page.

Can an employee be limited to one client?

Yes, through a separate workspace: data in other workspaces is not available to them.

What happens to the history when someone leaves?

Records belong to the workspace, not to the person. The history stays with the agency and access is revoked separately.

Try it on your own expenses

Signing up takes a minute and needs no payment card.

Add your first expense