Consultants and agencies juggle expenses across multiple clients and projects. ReceiptLyzer auto-categorizes receipts, tracks reimbursable expenses per client, and exports clean reports for billing and tax filing — so you recover every dollar you are owed.
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You are working on three client engagements simultaneously. Monday you fly to Client A's office, Wednesday you buy software for Client B's project, and Friday you take Client C's team to dinner. Each expense belongs to a different project with different billing rules. Without a tagging system, expenses get mixed up, misallocated, or simply forgotten — costing you money you should be billing back.
Most consulting contracts include reimbursable expenses — travel, meals, software, printing. But if you do not capture and categorize these expenses immediately, they slip through the cracks. A $400 flight here, a $120 dinner there, and suddenly you have absorbed $2,000 in client costs this quarter because you forgot to include them on the invoice. That is revenue you earned but never collected.
Consultants travel constantly — flights, hotels, rental cars, meals, rideshares, parking, and incidentals. A single client trip generates 15-20 receipts. Multiply that by 3-4 trips per month across different clients, and you are drowning in paper. Finding the right receipt for the right client three weeks later when you are preparing an invoice is like searching for a needle in a haystack.
Set up rules so expenses are automatically categorized the way your business works. "Delta Airlines" always maps to Travel, "Marriott" always maps to Lodging, and "Uber" always maps to Transportation. Create custom categories that match your chart of accounts or your client's billing categories. Once configured, every receipt is categorized instantly — no manual sorting required.
Tag expenses as reimbursable and track which ones have been billed to clients and which are still outstanding. Generate a reimbursement report per client with receipt images attached — ready to attach to your invoice. Never absorb a client expense again because you forgot to bill it. See your total unbilled reimbursable expenses at a glance on your dashboard.
Filter your expenses by client or project and generate a clean, professional expense report in seconds. Each report includes categorized line items, receipt images, dates, and totals. Export as PDF to attach to invoices, or share a link with your client for approval. Track project profitability by comparing expenses against revenue per engagement.
Export your categorized expenses directly to QuickBooks, Xero, or a clean CSV file. Categories map to your chart of accounts automatically. Your bookkeeper or accountant receives perfectly organized data with receipt images attached. Quarterly tax prep and year-end filing become five-minute tasks instead of weekend-long ordeals.
If you run an agency with consultants in the field, give each team member access to scan receipts from their phone. Everything flows into a centralized dashboard where you can review, approve, and allocate expenses to the correct client projects. No more email chains of receipt photos or lost expense spreadsheets.
See the true profitability of each client engagement by comparing billable hours and revenue against all project expenses — including travel, software, subcontractors, and overhead. Identify which clients are most profitable and which engagements are costing you more than they should. Make data-driven decisions about pricing, staffing, and which projects to pursue.
$6,800
Average annual amount in reimbursable expenses that consultants fail to bill back to clients due to lost or unorganized receipts. ReceiptLyzer ensures every billable expense is captured, tagged, and invoiced.
Rachel is an independent management consultant with four active client engagements. She flies to Dallas for Client A on Monday, takes Client B's team to dinner on Wednesday, and buys a software license for Client C's project on Thursday. With ReceiptLyzer, she tags each expense to the right client as she goes. At invoice time, she generates a per-client expense report in 30 seconds and attaches it to her bill. She recovered $1,400 in reimbursable expenses in her first month alone.
BrightPath Agency has 8 consultants managing 20 client accounts. Each consultant generates travel and client entertainment expenses that need to be allocated to specific accounts. Before ReceiptLyzer, expense reporting took each consultant 2 hours per month and the finance team another 8 hours to reconcile. Now, consultants scan receipts from their phones, tag the client, and the finance team reviews a clean dashboard. Monthly expense reporting dropped from 24 person-hours to 3.
James is an IT consultant who buys hardware, software licenses, and cloud services on behalf of his clients. Some expenses are reimbursable, some are his own business costs, and some are pass-through charges. ReceiptLyzer lets him tag each expense type separately, generate reimbursement invoices for clients, and track his own business expenses for tax purposes — all in one place.
Join consultants and agencies who use ReceiptLyzer to track per-client expenses, generate reimbursement reports, and export to QuickBooks. Start free — upgrade only when you need to.
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