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ExExpensePersonal

ExExpense Personal is a Personal and Business Expense Management tool that facilitates the capturing of Expense information, the assignment of expenses to clients and projects, and then the creation of a monthly expense report.

  • Store your Receipts ExExpense Business is a great way to keep track of all your receipts for your business and personal!
  • Categorize by Client and ProjectYou can assign each expense to a particular client and/or project, if applicable. This allows for sorting and filtering by client and/or project.
  • Export Expenses using filters With the quick filters you can only display expenses by Year and Month, Client, Project or Type, and then export the data to a spreadsheet.
  • File Storage Store important files that you want to have access to from anywhere. Check files and automatically forward them to anyone, from your phone or desktop.
  • Emailing ExExpense provides tools to allow you to quickly and easily export detailed reports and you can email them instead with a rich text (MIME) email of the detail.
  • Expense Reporting ExExpense creates an excel expense report and emails it along with all supporting files, to your manager for approval.

Recent Clients

I used to have to keep my receipts and invoices in a separate folder and then once a month I would sit down and do my expense report. ExExpense has simplified that process and freed me up to do more productive things.

I cannot believe used to staple my receipts to my excel spreadsheet printout and then route them to my manager for approval. With ExExpense, that entire process is automated. No paper, no staples, no headaches.

As I incur each expense I upload it, then at month end, the report seems to create itself. It is definitely a time saver. I am not sure I did not find this product sooner.

I love the file cabinet. I upload the files I use for my clients and prospects and I can quickly and easily email them from my phone without having to go back to my office. This is very efficient.

I was able to upload all my tax documents as I received them in the mail. Then when I had them all I just checked off all my tax items, and emailed them directly to may accountant. Made things easier.

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