Expense Tracking & Billing for Financial Advisors
Log expenses, capture receipts on your phone, and add them to client invoices for reimbursement. Never leave money on the table from unbilled expenses. Here's how financial advisors use it to spend less time on admin and more time doing billable work.
Try free →Why Financial Advisors need expense tracking & billing
Financial Advisors typically send 15–40/month and bill on a retainerbasis. Here's what makes expense tracking & billing especially valuable for this workflow:
Capture receipts with your phone camera
Tag expenses to clients and projects
Add expenses to invoices with one click
See profitability per client after expenses
How it works for Financial Advisors
Log an expense and snap a photo of the receipt
Tag it to a client, project, and category
When invoicing, add selected expenses to the invoice
Expenses appear as separate line items with receipts attached
Billing pain points this solves for Financial Advisors
Compliance-sensitive billing descriptions
AUM fee invoicing
Regulatory compliant invoice format
Client confidentiality
Common use cases
Start using Expense Tracking & Billing as a Financial Advisor
Built for retainer billing. Financial Advisors send 15–40/month on average — BillingBee handles it all.
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