Every expense,
tied to the right
client.
Yubsolution is designed to help consulting firms, law practices, accounting offices, and design agencies issue project cards, track billable expenses, and maintain the documentation their clients and auditors expect.
Products and features may vary by region and partners. Cards issued through licensed program partners.
•••• •••• •••• 3847
Cardholder
APEX LEGAL LLP
Valid
12/27
Budget
S$5,000
* Subject to verification requirements.
The Challenge
Professional services expense management is still reactive.
Attribution done in spreadsheets
Expenses mixed across personal and corporate cards. Billing allocation happens at month-end — when the opportunity to enforce policy is already gone.
Split assigned manually at month-end
No billable/internal split at source
The line between client-reimbursable and internal costs is drawn by hand, long after the transaction. Errors directly impact client invoice accuracy.
Approval by email chain
No threshold enforcement. No audit trail. Partner sign-off sent by reply-all and then lost in an inbox. Auditors ask for evidence that doesn't exist.
Most firms discover these problems at month-end reconciliation — when it's too late to enforce policy or recover client costs accurately.
The Solution
Control at the point of spend.
Expenses on personal cards — attribution in end-of-month spreadsheets
Dedicated engagement card · automatic project-code tag at point of spend
Billable vs internal split drawn manually, errors impact client invoices
Classification built into transaction flow · billable tagging at source
Partner approval by email reply-all · no trail, no threshold
In-platform multi-level routing · full decision history · threshold alerts
T&E receipts chased down after the fact · month-end bottleneck
Receipt capture at transaction time · reconciliation-ready records always on hand
By Practice Area
Designed for your firm.
Management Consulting
Challenge: Multi-project travel mixed, no accurate client billing.
Solution: Per-engagement virtual cards · automatic billable tagging · export to billing workflow
Law Firm / Legal Practice
Challenge: Disbursements, expert fees, and travel need matter-level attribution.
Solution: Matter-specific cards · merchant controls · mandatory approval above threshold
Accounting & Audit
Challenge: T&E reimbursement manual, audit records incomplete.
Solution: Approval workflows with full audit trail · reconciliation-ready receipt capture
Design & Creative Agency
Challenge: Tools, contractors, and client entertainment untracked.
Solution: Category-restricted cards · contractor controls · entertainment caps
Platform
Designed for the full project lifecycle.
From issuing a card at engagement kickoff to exporting a billable expense summary for client invoicing. Capabilities vary by product, region, and program partners.
Illustrative only. Subject to program availability and region.
Ready to bring accountability
to your firm's expenses?
Apply to explore what's available for your professional services firm. Cards are issued through licensed program partners. Eligibility and availability vary by region. See our fee schedule for current rates.