Project Expense Management
Every expense
tied to the right
project.
Issue project cards, set engagement budgets, and generate client-ready reports — designed to bring accuracy and accountability to professional services billing.
Cards issued through licensed program partners. Subject to eligibility, availability, and applicable fees.
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Project
PRJ-2024-042
Client
APEX LEGAL LLP
Budget
S$5,000
Capabilities
Designed for engagement billing.
Capabilities vary by product, region, and program partners. All features subject to eligibility and applicable fees.
Engagement-level Card Issuance
Create a virtual card for each client engagement or matter. Transactions may be automatically tagged with the corresponding project code, reducing post-hoc cost allocation. Subject to program terms and availability.
Budget Guardrails
Set engagement-specific budgets with threshold-based alerts. Cards may be configured to decline transactions that exceed the defined engagement budget. Notification routing to designated approvers is configurable.
Billable / Non-billable Tagging
Classify spend as client-billable or internal at the point of transaction. Designed to simplify client invoicing by eliminating end-of-period manual classification. Tagging rules may also be configured by merchant category.
Multi-level Approval Routing
Transactions above configurable thresholds are routed to designated approvers before commitment. Supports multi-tier chains (e.g., junior → senior → partner). Full decision history logged for audit purposes.
Client Expense Report Export
Generate itemized reports per engagement or client matter. Designed to complement existing billing workflows. Export formats may include CSV and PDF. Subject to plan features and region availability.
Workflow
From engagement to invoice.
Create Engagement
Define the project, billing category, budget ceiling, and designated approver in the platform.
Issue Card
Assign a virtual card with configured limits and merchant rules. Card active immediately upon issuance.
Track Spend
All transactions tagged to the project. Receipts captured at point of spend where required.
Report & Bill
Export itemized expense summary by engagement for client invoicing and internal reconciliation.
* Subject to verification requirements.
Explore options
for your firm.
Apply to learn what's available for your professional services firm. See our fee schedule for current rates. Eligibility and partner requirements may apply.