Professional services
Expense management for professional services firms
Consultants, accountants and advisers spend on behalf of clients every day. Capture Expense tags each cost to the client and project, routes it through the right partner, and keeps billing and VAT clean.
Sound familiar?
The problems we hear most often
- Billable expenses missed or coded to the wrong client and project
- Partners approving by email with no visibility of policy
- Time and expenses tracked in two systems that never agree
- Month-end recharges built from spreadsheets and guesswork
How Capture Expense helps
What changes
Client and project tagging
Unlimited tags for client, matter, project and cost centre, defaulted per user and overridable per line for cross-charging.
Approvals that follow the firm
Line manager stages from the org chart, category overrides for entertaining, and multi-person approval for partners.
Timesheets alongside expenses
On-site hours against projects and customers, entered on mobile, approved and exported with the expenses.
Reporting by client in seconds
Ask the Finance Copilot for spend by client this quarter and get the recharge schedule without building a report.
VAT done properly
VAT receipts required by rule, entertaining treated correctly, and a VAT export for reclaim.
Straight into practice finance
Xero, QuickBooks, Sage, Business Central, NetSuite, iplicit and more, with dimensions on every line.
Book a demo
See how professional services teams use it, in 30 minutes
Bring a couple of real claims and your finance system. We will show you how each one flows from receipt to ledger.
Rated 4.9 out of 5 on Capterra No credit card for the trial Reply within one working day
“Brilliant tool for submitting expenses. The process makes keeping up with my business purchases so easy, and the system is very flexible when it comes to setting it up for our business needs.”
Customer stories
Organisations like yours
3+ hours saved every week
Legal
Greenwoods put an end to manual expense forms
Discover how Capture Expense streamlined Greenwoods' expense process, leading to faster approvals, reimbursements and greater efficiency.
Read Greenwoods Legal LLP's story
Property and professional services
Henry Adams Case Study
Discover how Capture Expense streamlined a real estate firm's workflow, leading to faster approvals, reimbursements and greater efficiency.
Read Henry Adams LLP's story
1 hour monthly processing, down from a week
Professional services
From one week to one hour: Crimson's expense management transformation
Discover how Capture Expense streamlined Crimsons' expense process, leading to faster approvals, reimbursements and greater efficiency.
Read Crimson's storyThe parts that matter most
Capabilities to explore
Expense management
Receipts, claims, reimbursements and mileage without the admin, on web, mobile or chat.
Learn moreApprovals and policy
Multi-stage Approval Records, line manager routing, category overrides, spend limits and alerts.
Learn moreReporting and insights
Conventional reports, scheduled PDFs, audit exports, carbon reporting and natural-language questions through the Finance Copilot.
Learn more- 75%
- time saved by replacing manual processes
- 44%
- reduction in spend through policy controls
- 60%
- fewer repetitive finance admin tasks
- 34%
- increase in VAT reclaimed
Questions
Frequently asked questions
Can't find what you're looking for? Talk to us and we'll answer within a working day.
Can expenses be marked as billable to a client?
Do you support timesheets?
See how simple expenses can be
Book a 30 minute demo with one of our team, or start a free trial and explore a ready-made workspace with your own data.
Rated 4.9 out of 5 on Capterra No credit card for the trial Reply within one working day