Expense Tracking Invoice CRM

Track Expenses Alongside Invoices, Quotes, and Clients

Add expenses, view cash flow, and monitor unpaid invoices—all in one Expense CRM. BillMate brings together invoicing, quotes, client CRM, and expense tracking with professional PDFs and insights.

Expense Tracking Features

Track what you spend while you invoice and manage clients—clear visibility for smarter decisions

Add Expenses Quickly

Log expenses with details like date, amount, and notes. Keep records next to your invoices and quotes.

Organize by Business

Manage expenses per business with clean separation across unlimited entities in one account.

Cash Flow View

See revenue, unpaid invoices, and expenses together to understand your cash position at a glance.

Client CRM

Maintain client profiles and history to connect spending trends with customer activity.

PDF Documents

Create professional PDFs for quotes and invoices with your branding and payment terms.

Built-in Tools

Use built-in tools to reduce overdue invoices and protect your cash flow.

Expense Highlights

Simple expense tracking for freelancers, contractors, consultants, and SMBs

Fast Entry
Add expenses in seconds so you never lose track of costs.
Clear Context
Keep expenses alongside invoices, quotes, and client data.
Cash Insights
Understand cash flow with real-time revenue vs. expense views.
Unlimited Businesses
Track expenses separately for each business you manage.

BillMate Web Dashboard

Prefer a bigger screen? Access your entire business command center from any desktop browser with our fully synced Web App.

Centralized CRM Dashboard

Manage your client relationships with a bird's-eye view. The desktop dashboard gives you more room to analyze data and manage client details.

  • Complete client database management
  • Visual revenue graphs and metrics
  • Quick-add features for businesses and clients
  • Synced instantly with your mobile app
BillMate Web CRM Dashboard

Detailed Client Profiles

Drill down into specific client details. View history, add notes, and manage billing contacts efficiently on the big screen.

  • Comprehensive client histories
  • Edit business details easily
  • View associated invoices and quotes
Client Details Interface

Desktop Invoicing Suite

Create detailed documents with our powerful web editor

Web Invoices Dashboard
Invoice Management Dashboard
Create Invoice Screen
Advanced Invoice Editor
Invoice PDF Preview
Real-time PDF Preview
Quotes Dashboard
Quotes & Estimates Overview
Create Quote Interface
Quote Creation Tool

Web Expense Tracking

Don't let receipts pile up. Upload and categorize expenses directly from your computer for easier tax preparation.

  • Bulk expense entry
  • Download expense reports as PDF
  • Visual expense breakdown charts
  • Attach digital receipts
Expense Tracking Dashboard
Expense Reporting
Weekly: £3.99
Monthly: £5.99
Annual: £49.99 BEST VALUE

Why Choose BillMate?

All-in-one invoicing, quotes, client CRM, and expense tracking—built for small businesses

Unlimited
Businesses & Invoices
Insightful
Cash Flow Views
Professional
PDF Documents
Priority
Support

Trusted by Smart Businesses

AJ

Alex Johnson

Freelance Designer

★★★★★
"Creating professional invoices used to take me hours. With BillMate, I send them out in seconds from my phone, and clients pay much faster. A total game changer."
SM

Sarah Miller

Consultant

★★★★★
"The payment tracking is brilliant. I get a notification the moment a client views the invoice, so no more 'I didn't receive it' excuses. My cash flow has never been better."
DR

David Ross

Construction Business

★★★★★
"I run three different companies and being able to switch profiles and invoice from the correct brand instantly is invaluable. The legal support feature is great peace of mind too."
EP

Emma Patel

Marketing Agency

★★★★★
"The automated reminders are my favorite feature. I don't have to have awkward conversations about money anymore; the app handles the chasing politely and effectively."
MJ

Mike Jones

Plumber

★★★★★
"Sending an invoice before I even drive away from the job site is amazing. The templates look professional and it makes my small business look like a big corporation."
LW

Lucy White

Copywriter

★★★★★
"I love that I can track expenses against my invoices to see my real profit. The dashboard gives me a perfect snapshot of my business health every morning."
TB

Tom Baker

IT Contractor

★★★★★
"The multi-currency support is flawless. I invoice clients in the UK, US, and Europe, and BillMate handles the conversions and formatting perfectly every time."
RC

Rachel Clark

Event Planner

★★★★★
"Best invoicing app on the App Store. Simple, clean, and fast. The ability to download PDF reports for my accountant saves me days of admin work at tax time."

Invoicing FAQs

Can I customize the invoice design? +

Yes! You can add your logo, choose from multiple professional templates, change colors to match your brand, and customize payment terms and footer notes.

How do I know if an invoice is viewed? +

When you send an invoice link, BillMate tracks when the client opens it. You'll receive a notification instantly, so you know they've received it.

Does it support VAT and tax calculations? +

Absolutely. You can set up custom tax rates (like VAT) and apply them to specific items or the entire invoice. The app calculates totals automatically.

Can I send invoices in different currencies? +

Yes. BillMate supports multi-currency invoicing. You can select the currency for each client, and the system handles the formatting and symbols correctly.

What happens if a client doesn't pay? +

BillMate sends automated reminders first. If payment is still overdue, our built-in Legal Support feature helps you escalate the issue and recover unpaid funds professionally.

Can I use this for multiple businesses? +

Yes, BillMate is built for multi-business owners. You can create separate profiles for each business, with unique logos and invoice sequences, all under one account.

Is my data secure and backed up? +

Your data is encrypted with bank-level security and stored in the cloud. It's automatically backed up, so you can access your invoices from any device safely.

Can I export my invoices for accounting? +

Yes, you can export all your invoice data to CSV, PDF, or Excel formats, making it easy to share with your accountant or import into other software.

Track Expenses with BillMate

Download the iOS app for on-the-go tracking or sign up to the online CRM to manage your expenses and more from the web