Accounting

Take control of company spend.

Manage company expenses, track client costs, and streamline accounting with organized records and simplified approvals.

Built around how Accounting teams spend.

Travel, filing charges, and other engagement expenses can be mistaken for ordinary firm overhead when client and engagement references are missing.

Temporary staffing, meals, postage, and last-minute supplies create a concentrated review load alongside client deadlines.

A partner needs to know which engagement owns a charge, whether the client arrangement supports billing, and who can authorize exceptions.

Licensing and professional development costs are staff or practice expenses, not client engagement charges, and need their own coding.

A receipt alone may not identify department, entity, project, or the correct ledger category.

Expenses submitted late or with incomplete context compete with reconciliation and close activities.

Distinguish client, engagement, office, and practice-development dimensions on expense records.

Shape review around the engagement lead or partner, followed by finance for coding and evidence.

Capture merchant and transaction details for review of travel, meals, and office purchases.

Prepare a consistent coding and documentation handoff for the firm's accounting process.

Make account mapping and evidence expectations clear to submitters and reviewers.

Give reviewers a way to consider potentially repeated transaction records during expense review.

Staff member records the purchase
An associate notes whether the charge is practice overhead, continuing education, travel, or a client engagement cost.
Engagement details are attached
The submitter identifies the client and engagement for a potentially billable cost, rather than relying on a merchant name alone.
Engagement partner reviews context
The partner checks business purpose and client treatment against the engagement's own approval practices.
Finance checks evidence and coding
A finance reviewer confirms documentation, expense category, and whether the charge belongs in firm or client-cost reporting.
Accounting handoff is prepared
Approved records are organized for the firm's bookkeeping and, where applicable, a separate client billing review.