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Expense Management

Transform unpleasant, tedious tasks into an enjoyable process with the ProjectPro expense management system.

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ProjectPro’s main objective is to automate the tedious, time consuming expense processes such as vendor invoices, credit card charges, and monthly bills. Plain and simple. Designed by experienced management professionals, the ProjectPro expense management system provides you time to focus on running the business, rather than the business running you.

Our innovative expense management system includes the following two products that will fit any business model: 

TAX MAX – $7.99/month/user:  Capture vendor invoices, credit card charges, and monthly bills via a picture or upload one from your library with our receipt scanner app. Your team can enter transactions with a template of two Projects — 1. Cost of Goods Soldand and 2. Overhead. 

Categorize each purchase under the accounts from the IRS Schedule — C or General Ledger Accounts from your business. 

Easily set up account budgets to track progress, as well as monitoring frequent purchases with our Approval Process.  

Easily organize all the business’ expenses and instantly export data to the accountant to maximize the accuracy of your financial statements.

 

PROJECT MANAGER– $13.99/month/user:  Capture vendor invoices, credit card charges, and monthly bills via a picture or upload one from your library with our receipt scanner app.

Businesses can track any number of expenses, reimbursements, and projects with their associated costs with Project Manager. 

Use the cost item functionalities to track and manage each project cost by allocating transactions to Project, Cost Code, Vendor, and Payment Type. This way, the project's manager(approver) has full insight into each project category and can maintain tight margins.

This product includes budget tracking by project, a transaction Approval process, scheduled reminders, and easily integrates with QuickBooks Desktop.  

Forget the time-consuming back-and-forth between users and accountants. Get rid of time delays and lost production hours.  Eliminate the frustrations and confusions inherent in that space between budgeting and bill paying.

Our expense management software allows members of the team in the field, management, and accounting to finally be on the same page.

 

Ready to find out more? Request your free demo by contacting the ProjectPro team now, either online or by phone.

 

Try it free for 30 days

Check out the mobile app below by scanning the QR code with your phone!

PROJECTPRO IS SIMPLE, YET EFFICIENT.  TAKE CONTROL OF YOUR EXPENSES.

All it takes is a mobile phone or a tablet and less than a minute to enter a transaction on our expense management software:

  1. Take a picture of the receipt or choose from the library
  2. Choose a vendor (if applicable)
  3. Select the payment type (Amex 1234, Reimbursement, Vendor Invoice)
  4. Assign the purchase to a project and GL account or cost codes
  5. Seperate the total between the material amount and the sales tax (if applicable)
  6. Review the entry and submit

Scan the QR code with your phone to download the app!

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