Money OS
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Agencies

Track agency expenses across every client, every team, every project.

Stop reconciling client expenses in spreadsheets. Tag every transaction to the right client, identify reimbursables instantly, and generate per-client billing summaries in one click.

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Why Agencies use Money OS
Tag every expense to a client — see exactly what each client is costing you
Flag reimbursable expenses as you go, not at the end of the month
Give team members access to log their own expenses without a shared login
Generate a per-client billing summary to attach to your monthly invoice
Identify your most and least profitable clients by expense-to-revenue ratio
Full audit trail — every expense change logged with who made it and when
Features

Built for how you actually work.

Client-Tagged Expenses

Tag any transaction to a client with one click. Filter the expense view by client instantly. See all spend attributed to each client across all time.

Reimbursable Tracking

Mark any expense as reimbursable when you add it. Money OS tracks total outstanding reimbursables per client. Export a billing summary to include with your invoice.

Team Expense Logging

Invite team members as Members. They log their own client expenses directly. Admins see everything centrally. No more Slack expense screenshots.

Per-Client Reports

Client-specific expense reports show total spend, category breakdown, and reimbursable summary. Run it any time before sending invoices.

Overhead vs. Client Split

Internal overhead (office, software, salaries) stays untagged. Client costs are tagged. The P&L report separates both, showing true agency economics.

CSV Import per Account

Import from your main business account, your business credit card, and contractor payment accounts. All merged into one client-filtered view.

Common questions

How many clients can we track in Money OS?

There is no limit on the number of clients. Add every client you have and track expenses at the client level indefinitely.

Can team members see each other's expenses?

By default, Members see all transactions (they need to for accurate client tagging). If you need isolated team access, use separate workspaces per team or client.

How do we handle expenses shared across multiple clients?

Split transactions by adding them twice with the shared portion. Or create an "Overhead — Shared" category for costs that are distributed across clients and prorate in your invoicing.

Can we track contractor payments as client expenses?

Yes. Tag contractor payment transactions to the client they delivered work for. They appear in the client expense report and can be marked reimbursable.

Does the expense tracker integrate with our project management tool?

Native integrations are on the roadmap. Currently, export expense data from Money OS and reference it in your project management tool or invoicing software.

Every client expense. Tracked, tagged, and billed.

No credit card. No trial period. Free forever on the core plan.

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