Project Expense Tracking – Without Administrative Headaches
Let employees, team members and external parties submit receipts, invoices and mileage through WhatsApp or email and assign them to the right project using plain-English instructions.
Mr. Bizzy keeps the expense records, documents and project reporting organized automatically.
Project Expenses Get Harder to Track When Work Happens Everywhere
Expenses Happen Away From the Office
Receipts, invoices and mileage are generated while employees and teams are working in the field, at client locations or across different projects.
Project Assignment Gets Left for Later
When expenses aren’t assigned as they happen, someone has to remember which project they belong to and organize them afterward.
Missing Project Costs Distort the Picture
When expenses are delayed or assigned incorrectly, project-level reporting may not reflect the costs actually incurred.
How Mr. Bizzy Works for Project Teams
1. Send Project Expenses Naturally
Take a receipt photo on WhatsApp, forward an invoice by email, or send mileage information. Simply say “Project is ABC” when submitting the
expense, or set a default project before submitting.
2. Expense Information Is Extracted
Mr. Bizzy extracts the expense details, taxes, classifies the transaction and applies the project information.
3. Project Records Stay Organized
Expense records and supporting documents stay organized with the appropriate project, while project reports are kept up to date.
4. Use the Data in Your Other Systems
Export project expense data for use in your accounting or other business systems.
Watch how simple it is to process project expenses without a single app download
View our 20 sec video
One Place for Expenses Across All Your Projects
Receipts & Invoices
Submit through WhatsApp or email
Mileage
Associate business trips with project work
Statements
Selected project transactions from business statements
Project Assignment
Assign expenses to the appropriate project using plain-English instructions
Project Documents
Supporting expense documents stay organized with the relevant project automatically
Project Reports
See up-to-date expenses organized and summarized by project
Stop Reconstructing Project Expenses After the Work Is Done
Traditional Project Expense Tracking
1. Expense Happens
The expense occurs during the normal workday
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2. Receipt Gets Saved for Later
It stays in a wallet, vehicle, inbox or pile until someone deals with it
↓
3. Project Details Have to Be Recalled
Someone has to determine which project the expense belongs to
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4. Someone Follows Up
Missing receipts or project information create additional
back-and-forth
↓
5. Expense Gets Matched to a Project
The expense and supporting document are associated with the project afterward
↓
6. Project Records Are Updated Manually
Project expense records and reports have to be brought
together later
Mr. Bizzy Expense Bot Plus
1. Project Expense Happens
The expense occurs during the normal workday
↓
2. Send It With the Project
Submit through WhatsApp or email and say “Project is ABC,” or use a default project
↓
Mr. Bizzy takes it from here
↓
3. Expense Information Is Extracted
Mr. Bizzy extracts and classifies the expense information
↓
4. Expense Is Assigned to the Project
The project information is applied to the expense record
↓
5. Documents Stay With the Project
Supporting expense documents stay organized with the relevant project
↓
6. Project Reports Stay Organized
Project expense information stays organized and available for reporting
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
— / month Loading pricing…
- 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
— / month Loading pricing…
- 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 project expense tracking with Mr. Bizzy?
Mr. Bizzy Expense Bot Plus helps teams capture, organize and report expenses by project. Employees, team members and external parties can submit receipts, invoices, mileage and expense information through WhatsApp or email and associate expenses with the appropriate project.
Do team members and external parties need to install another expense app?
No. Team members and external parties can use WhatsApp or email to submit expense information without learning another dedicated
expense-tracking app.
Can team members and external parties submit project expenses through WhatsApp?
Yes. Team members and external parties can send receipt photos and expense information through WhatsApp and include project instructions in plain English.
Can receipts and invoices be forwarded by email?
Yes. Receipts and invoices received by email can be forwarded to Mr. Bizzy for processing and organization.
How do I assign an expense to a project?
You can specify the project when submitting an expense using a plain-English instruction such as “Project is ABC.” You can also set a default project when expenses should automatically be associated with the same project.
Can mileage be associated with a project?
Yes. Business mileage can be tracked along with other expenses and associated with the relevant project.
Are expense documents organized by project?
Yes. Supporting expense documents are automatically organized within the appropriate project folders so the expense records and related documents stay together.
Can I get expense reports by project?
Yes. Expense Bot Plus organizes expense information by project and automatically generates project-level reporting so you can review expenses associated with individual projects.
Does Expense Bot Plus replace accounting or project-management software?
No. Expense Bot Plus simplifies the collection, project assignment, organization and reporting of expense information. Your accounting, bookkeeping, tax or project-management systems can continue to handle their respective functions.