Client Expense Management for Accounting Firms – Without Administrative Headaches
Let clients send receipts, invoices, statements and expense information directly through WhatsApp or email – or process the documents they already give your firm without navigating complex accounting screens.
Expense Bot Plus extracts and organizes the information, documents and reports before your accounting or bookkeeping team reviews it.
Client Expense Cleanup Shouldn’t Consume Your Firm’s Time
Client Records Arrive Late and Disorganized
Receipts, invoices and statements arrive through different channels, often in batches when deadlines are already approaching.
Staff Spend Hours Cleaning Up Client Records
Your team has to sort documents, extract expense information, classify transactions and organize records before the real accounting work can begin.
Administrative Work Eats Into Higher-Value Time
Time spent chasing receipts and cleaning up expense records leaves less capacity for bookkeeping, accounting and higher-value client work.
How Expense Bot Plus Works for Accounting Firms
1. Clients Send – Or Your Firm Submits
Clients send expenses through WhatsApp or email, or your firm submits client documents through WhatsApp.
2. Expense Information Is Extracted
Expense Bot Plus extracts expense details and classifies transactions before your team reviews them.
3. Client Records and Documents Stay Organized
Expense records, supporting documents and reports stay organized automatically within the appropriate client folders.
4. Review and Use the Data in Your Accounting Workflow
Review the organized client expense information and export the data for use in your accounting and bookkeeping systems.
Watch how simple it is to process client expenses without a single app download
View our 20 sec video
One Place for Client Expense Intake and Organization
Receipts & Invoices
Clients or your firm submit through WhatsApp or email.
Statements
Process selected transactions from client bank and credit-card statements.
Expense Classification
Expense information is extracted and classified before your team reviews it.
Client Documents
Supporting expense documents stay organized within the appropriate client folders automatically.
Client Reports
See up-to-date expenses organized and summarized by client.
Accounting Exports
Export organized CSV expense data for use in your accounting and bookkeeping systems.
Stop Cleaning Up Client Expenses Before the Real Work Begins
Traditional Client Expense Intake
1. Client Incurs Expenses
Receipts, invoices and other expense records accumulate during normal business activity
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2. Records Get Saved for Later
Documents remain in inboxes, folders, vehicles or piles until someone deals with them
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3. Client Sends a Document Dump
Your firm eventually receives a mix of receipts, invoices, statements and other records
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4. Staff Sort the Records
Your team has to separate, identify and organize the incoming documents
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5. Expenses Are Extracted and Classified
Staff still have to turn the documents into usable expense information
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6. Client Records Are Ready for Review
Only after the cleanup work is complete can the accounting workflow move forward
Mr. Bizzy Expense Bot Plus
1. Client Incurs Expenses
Receipts, invoices and other expense records are created during normal business activity
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2. Client Sends – Or Your Firm Submits
Clients can use WhatsApp or email, or your firm can submit the documents they provide
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Mr. Bizzy takes it from here
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3. Expense Information Is Extracted
Expense Bot Plus extracts the expense details from the submitted records
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4. Transactions Are Classified
Expense information is classified before your accounting or bookkeeping team reviews it
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5. Documents Stay Organized by Client
Supporting documents and expense records stay organized within the appropriate client folders
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6. Reports and Data Are Ready for Review
Your team receives organized client reporting and exportable expense data
Simple, Transparent Pricing
Starter Plan
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- 10 User Accounts
- 500 Transactions / month
- WhatsApp & Email expense submission
- Permanent CRA-Ready Record Storage
- Custom Expense Classification
- Project Expense Tracking
- Mileage Tracker
- Enhanced Expense Reporting
- On-demand reports and CSV files
- Source docs attached to reports
- Automatic folders for employees, clients or projects
- Expense documents stored in their related folders
- Automatic expense reports generated within each folder
- Company-wide report for the package administrator
Growth Plan
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- 25 User Accounts
- 1,250 Transactions / month
- WhatsApp & Email expense submission
- Permanent CRA-Ready Record Storage
- Custom Expense Classification
- Project Expense Tracking
- Mileage Tracker
- Enhanced Expense Reporting
- On-demand reports and CSV files
- Source docs attached to reports
- Automatic folders for employees, clients or projects
- Expense documents stored in their related folders
- Automatic expense reports generated within each folder
- Company-wide report for the package administrator
Scale Plan
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- 60 User Accounts
- 3,000 Transactions / month
- WhatsApp & Email expense submission
- Permanent CRA-Ready Record Storage
- Custom Expense Classification
- Project Expense Tracking
- Mileage Tracker
- Enhanced Expense Reporting
- On-demand reports and CSV files
- Source docs attached to reports
- Automatic folders for employees, clients or projects
- Expense documents stored in their related folders
- Automatic expense reports generated within each folder
- Company-wide report for the package administrator
Pro Plan
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- 125 User Accounts
- 6,250 Transactions / month
- WhatsApp & Email expense submission
- Permanent CRA-Ready Record Storage
- Custom Expense Classification
- Project Expense Tracking
- Mileage Tracker
- Enhanced Expense Reporting
- On-demand reports and CSV files
- Source docs attached to reports
- Automatic folders for employees, clients or projects
- Expense documents stored in their related folders
- Automatic expense reports generated within each folder
- Company-wide report for the package administrator
Frequently Asked Questions
What is Expense Bot Plus for accounting firms and bookkeepers?
Expense Bot Plus helps accounting and bookkeeping firms collect, extract, organize and report client expense information before staff reviews it. Clients can submit expenses directly, or the firm can process documents clients provide.
Do my clients need to install another expense app?
No. Clients can use WhatsApp or email to submit expense information without learning another dedicated expense-tracking app.
Can clients send receipts directly to Expense Bot Plus?
Yes. Clients can send receipt photos and expense information through WhatsApp or forward receipts and invoices by email for processing.
What if my clients still give me paper receipts or a box of documents?
That’s fine. Clients don’t have to submit expenses directly to Expense Bot Plus. Your firm can submit their receipts and documents through WhatsApp, and Expense Bot Plus extracts and organizes the expense information, supporting documents and automatically generate reports for clients.
Can Expense Bot Plus process client bank and credit-card statements?
Yes. Expense Bot Plus can process statements and selected transactions within statements, helping organize statement-based expense information alongside other client expense records.
Can Expense Bot Plus track mileage for my clients?
Yes. Business mileage can be tracked along with other client expenses and included in organized expense records and reporting.
How are different clients kept organized?
Expense information, supporting documents and reports are automatically organized within separate client folders, helping your firm keep each client’s records together.
Does Expense Bot Plus generate client expense reports?
Yes. Expense Bot Plus automatically generates organized expense reporting so your team can review client expenses without first rebuilding the information from scattered receipts and documents.
Can I export the data into my accounting system?
Yes. Expense Bot Plus provides organized CSV expense data that can be imported into accounting and bookkeeping systems. The exact import process depends on the accounting system and workflow your firm uses.
Does Expense Bot Plus replace the accountant or bookkeeper’s review?
No. Expense Bot Plus automates expense intake, extraction, classification, organization and reporting so your team starts with more organized client information. No manual intervention is required before the review. Your accounting or bookkeeping team remains in control of the professional review and downstream accounting workflow.
Does Expense Bot Plus replace my accounting or bookkeeping software?
No. Expense Bot Plus simplifies client expense intake, extraction, organization and reporting. Your existing accounting and bookkeeping systems can continue to handle the downstream accounting workflow.