Every Receipt Tagged to the Right Client — Automatically
Write "Tag: ClientName" on any receipt. Snap a photo. Done. ExpenseBot reads your handwriting and auto-attributes the expense. Export by client for invoicing in one click. No more end-of-month attribution nightmares.
How Do Agencies Track Billable Expenses by Client?
ExpenseBot provides 4-layer client attribution: Write "Tag: ClientName" on receipts before snapping a photo, capture meeting attendees with "w/ names" notation, select client from dropdown at submission, or let AI auto-classify based on patterns. Everything exports by client with one click for invoicing.
🎯 PERFECT FOR: PR Firms • Marketing Agencies • Advertising Agencies • Event Planners • Creative Studios • Architecture Firms • Consulting Firms
💡 BONUS: Write "w/ Colin and Rob" on receipts to automatically capture meeting attendees in the expense notes
Watch: Client Attribution in Action
The 4-Layer Client Attribution System
Never lose a billable expense again. Four ways to tag receipts to clients:
1. Receipt Annotation: Write "Tag: ClientName" on the receipt before snapping a photo
2. Attendee Capture: Write "w/ Colin and Rob" to auto-capture who was at the meeting
3. Manual Tag: Select client from dropdown when submitting
4. AI Auto-Classify: AI learns patterns (Hilton Chicago = Client X)
+Spreadsheet Fallback: Fix any misses directly in Google Sheets
See how to submit expenses and group them by client
How ExpenseBot Works for Agencies
Step 1: Write on the Receipt (The Magic)
Tag: ClientName
Before you snap a photo, write "Tag: Acme Corp" anywhere on the receipt. Our AI reads your handwriting and automatically attributes the expense to that client.
w/ Colin and Rob
Write "w/ Sarah, Mike, and Janet" to capture everyone at the meeting. Perfect for client entertainment, team lunches, or any group expense. Names appear in the expense notes automatically.
Snap and Done
Take the photo. That's it. The receipt is now tagged to the client, attendees are captured, and it's ready for export. No data entry, no end-of-month sorting.
Step 2: Four Layers of Attribution
What if someone forgets to write on the receipt? No problem. ExpenseBot has multiple fallback layers:
Step 3: Export by Client for Invoicing
When it's time to bill clients, filter by client name and export with one click. Attach to invoices or submit for internal allocation. Every expense is properly attributed, documented, and ready to go.
What You Can Export:
- All expenses for one client — Perfect for invoice attachments
- Date range by client — Monthly, quarterly, or project-based
- Expense category breakdown — Travel, meals, entertainment, supplies
- Attendee reports — Who was at each client meeting
- QuickBooks export — With client codes already mapped
Sound Familiar?
😤 "Which client was this dinner for?"
End of month arrives. 47 restaurant receipts. No one remembers which client each meal was for. Hours spent in Slack asking "hey, do you remember that dinner on the 14th?"
😤 "The accountant needs everything sorted"
Before you can invoice clients, someone has to sort hundreds of receipts by client. It's the job everyone hates. And mistakes mean missed billable expenses.
😤 "We're definitely losing money"
Receipts get lost. Attribution gets forgotten. Billable expenses slip through the cracks. You know you're leaving money on the table but can't quantify how much.
✅ ExpenseBot solves all of this with one simple habit: write on the receipt.
Built for Your Industry
PR & Communications Firms
Client dinners, press events, travel for launches, media tours. Dozens of clients, hundreds of expenses per month. Now every receipt is tagged before it even leaves the restaurant.
- Tag media dinner receipts by client
- Capture journalist names with "w/" notation
- Track event expenses by campaign
- Export for client retainer billing
Marketing & Advertising Agencies
Production expenses, photo shoots, video costs, travel for client meetings. Multiple campaigns running simultaneously. AI learns that "Studio 42" always bills to the Nike account.
- Production expenses tagged to campaigns
- Team lunch with client = auto-attributed
- Travel costs by project code
- Vendor receipts for pass-through billing
Event Planning Firms
Hundreds of vendor receipts per event. Catering, rentals, decor, entertainment. Every receipt needs to be allocated to the right client event. Bulk upload PDFs and tag in seconds.
- Venue deposits by event
- Vendor invoices bulk-uploaded
- On-site purchases tagged in real-time
- Export for client reconciliation
Why Agencies Love ExpenseBot
End-of-Month in Minutes
No more sorting through hundreds of receipts wondering which client each belongs to. Everything is already tagged. Just export and attach to invoices.
Never Miss Billable Expenses
Every receipt gets attributed the moment it's captured. No more "we probably spent money on this client but can't find the receipts."
Attendee Tracking Built-In
"w/ Sarah and Mike from Acme" captures names automatically. Perfect for entertainment expenses that need attendee documentation.
AI Learns Your Patterns
After a few receipts, AI knows that "Blue Bottle on 5th" is always for Client X. Auto-suggests tags based on vendor, location, and amount patterns.
Google Sheets Native
All expenses live in your own Google Sheet. Edit, filter, sort, share. Your accountant already knows how to use it.
Gmail Auto-Scan
Email receipts from airlines, hotels, and online purchases are captured automatically. Just add client tags in the spreadsheet.
How Your Team Will Use It
ExpenseBot fits into your team's existing workflow with zero training:
- Account Managers: Write client name on receipts during client dinners. Takes 2 seconds. Expenses are auto-attributed.
- Project Managers: Tag vendor invoices to specific projects. Bulk upload PDFs and tag in batch.
- Creative Teams: Production expenses, props, supplies — all tagged to campaigns before they leave the store.
- Finance/Accounting: Review in Google Sheets. Fix any misses. Export by client for invoicing. Push to QuickBooks.
- Agency Owners: Dashboard shows expense breakdown by client. Know profitability in real-time.
Your Data, Your Google Drive
Unlike other expense tools, ExpenseBot stores everything in YOUR Google Drive. Your client data never sits on our servers. You retain complete control and can revoke access anytime.
- CASA Tier 2 certified by Google
- Data stays in your Google Workspace
- 256-bit encryption at rest and in transit
- SOC 2 Type II compliant infrastructure
- Role-based access controls
- Complete audit trail
"We handle 300+ receipts per month across 12 clients. Before ExpenseBot, someone spent two days every month sorting them for invoicing. Now our team just writes the client name on receipts and everything is auto-organized. Month-end takes 30 minutes instead of two days. The 'w/ attendees' feature is brilliant for client entertainment tracking."
— Account Director, Travel PR Firm
Frequently Asked Questions
How does the 'Tag: ClientName' feature work?
Write 'Tag: ClientName' anywhere on a receipt before taking a photo. Our AI reads this annotation and automatically attributes the expense to that client.
Can I capture meeting attendees automatically?
Yes. Write 'w/ Colin and Rob' on the receipt and ExpenseBot automatically adds those names to the expense notes - perfect for client entertainment tracking.
What if I forget to write the client name?
No problem. You can tag at submission, AI will try to auto-classify based on patterns, or you can edit directly in the spreadsheet. Four layers of attribution.
Can I export expenses by client for invoicing?
Yes. Filter by client and export with one click. Perfect for attaching to client invoices or tracking internal allocations.
Does this work for multiple team members?
Absolutely. All team members can submit expenses with client tags. Everything rolls up into one view organized by client.
Ready to End Expense Attribution Nightmares?
Start your free trial and see how simple client expense tracking can be. Train your team in 5 minutes. See results by end of week.
60-day free trial • No credit card required • Set up in 5 minutes
Built for: PR Firms • Marketing Agencies • Advertising Agencies • Event Planners • Creative Studios • Consulting Firms