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

Expense Tracking for Every Trade

BillMate's expense tracking works alongside invoicing so every UK business type can see their real profit, not just their revenue.

Trades & Contractors

Log materials, fuel, and tool costs against every job. See exactly what each project cost versus what it earned and price future jobs with confidence.

Freelancers & Contractors

Track software licences, equipment, travel, and training costs alongside your invoices. Know your real hourly rate and identify which clients are most profitable.

Consultants

Log CPD costs, travel, subscriptions, and research expenses. At year-end everything is already categorised and ready for your accountant or self-assessment return.

Small Businesses

Track every business cost — stock, marketing, insurance, utilities — and see them set against your invoiced revenue on the same real-time dashboard.

Creatives & Photographers

Equipment, studio hire, editing software, travel — log every shoot cost. Seeing cost versus invoice value per job has helped many creatives reprice their packages.

Multi-Business Owners

Track expenses completely separately per business. Clean records for each entity means year-end is straightforward and nothing from one business contaminates another.

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."
GT

Gary Thompson

Tiler

★★★★★
"I photograph every receipt and log it as an expense on the spot. By the time tax returns come around everything is already categorised and my accountant loves me for it."
NB

Natalie Burke

Bookkeeper

★★★★★
"I recommend BillMate to every small business owner I work with. The expense tracking alongside invoicing means they finally know their real profit, not just their revenue."
CM

Chris Moore

Electrician

★★★★★
"Materials, fuel, tools — I log every business expense as I go. It used to pile up in a drawer. Now it's all tracked and I can download a full report any time."
SL

Sophie Lane

Freelance Writer

★★★★★
"Tracking expenses and invoices in the same app is such an obvious idea but no one else does it this well. I can see exactly what a project cost versus what it earned."
PR

Paul Reid

Heating Engineer

★★★★★
"The expense breakdown charts in the dashboard are genuinely useful. I spotted I was spending way more on fuel than I realised and adjusted my pricing as a result."
ZA

Zoe Adams

Social Media Manager

★★★★★
"Subscriptions, software licences, ad spend — I log every business cost straight into BillMate. At the end of the month I know exactly where my money has gone."
MS

Mark Stevens

Carpenter

★★★★★
"Timber, fixings, van hire — it all goes straight into expenses. I used to guess at my margins. Now I know exactly what each job costs and price accordingly."
DH

Diane Hall

Cleaning Company

★★★★★
"Cleaning products, equipment, staff costs — BillMate tracks it all. The PDF expense report is perfect for my accountant and takes seconds to generate."
JO

James O'Brien

Builder

★★★★★
"I track every site expense as soon as it happens. No more trying to remember what I spent three weeks ago. Everything is logged and categorised before I even get home."
KP

Karen Price

HR Consultant

★★★★★
"Having invoices and expenses in one system means I can see my actual profit margin at a glance. That's something I never had before and I didn't realise how much I needed it."
PN

Priya Nair

Interior Designer

★★★★★
"Client materials, samples, travel — I attach the receipt to each expense and it's all stored in the app. Tax time went from a week of stress to an afternoon of admin."
LP

Lee Parker

Painter & Decorator

★★★★★
"Paint, brushes, dust sheets — every job has costs and I track them all. I finally know which jobs are actually worth taking and which ones I was undercharging for."
RF

Rachel Ford

Virtual Assistant

★★★★★
"I manage two clients' books using BillMate. The expense tracking is clean and simple enough that even the least organised business owner can keep on top of it."
OC

Owen Cross

Groundworks Contractor

★★★★★
"Plant hire, diesel, aggregates — big job costs add up fast. Logging them in BillMate as I go means nothing gets missed and my job costing is always accurate."
HW

Hannah Walsh

Private Tutor

★★★★★
"Books, resources, travel between students — I was never tracking any of it. BillMate made it so easy I actually started doing it and I'm claiming back a lot more at tax time."
SV

Stuart Vickers

Civil Engineer

★★★★★
"The ability to download a full expense report as a PDF in seconds is something I didn't know I needed. My accountant has actually commented on how well organised my records are now."
AG

Amy Grant

Event Caterer

★★★★★
"Ingredients, equipment hire, staffing costs — catering expenses are complex. BillMate keeps it all straight and I can see my true profit on every event."
ID

Ian Davies

Roofer

★★★★★
"I used to lose receipts constantly. Now I photograph them on site and they're stored in BillMate permanently. Never had a cleaner set of accounts going into self-assessment."
CN

Claire Nash

Jewellery Maker

★★★★★
"Silver, tools, packaging, market stall fees — it all goes in. I finally know which products actually make money and which ones were costing me more than I charged."
DW

Dan Wright

Landscaper

★★★★★
"Plants, compost, tools, fuel — landscape jobs have a lot of costs. Tracking them all in BillMate alongside my invoices means I always know if a job was actually profitable."
BT

Becky Turner

Childminder

★★★★★
"Craft supplies, snacks, insurance, OFSTED fees — I log it all. Never thought I'd enjoy doing my accounts but BillMate has made the whole thing genuinely painless."
NH

Neil Hughes

Property Services

★★★★★
"I track expenses separately for each of my two businesses. Completely clean records, no crossover, and a clear profit picture for both. That level of organisation used to cost me an accountant's hourly rate."
TS

Tanya Shah

Nutritionist

★★★★★
"CPD courses, equipment, website costs — I was never tracking any of it properly. BillMate changed that and I saved a meaningful amount on my last tax return as a result."
WF

Wayne Foster

Window Installer

★★★★★
"Frames, sealants, fixings, van costs — I log everything. The visual expense charts showed me exactly where my margins were being eaten up and I've tightened up my quoting since."
MA

Mel Andrews

Wedding Planner

★★★★★
"Wedding planning involves hundreds of small costs that add up fast. Having them all categorised in BillMate means I can give clients accurate breakdowns and protect my own margins."
CJ

Connor James

IT Support

★★★★★
"Hardware, software licences, mileage — it all goes into BillMate expenses. The dashboard shows my cost versus revenue split at a glance and I refer to it every single week."
LC

Lisa Chen

Beauty Salon Owner

★★★★★
"Products, equipment servicing, salon supplies — the expense tracker keeps it all tidy. I can pull a full monthly spending report in seconds which has completely changed how I manage my stock budget."
PO

Pete Owen

Pest Controller

★★★★★
"Chemicals, PPE, vehicle costs — I log it all as I go. The expense vs invoice dashboard view tells me exactly how profitable each month is without needing to do any maths myself."
RK

Rob King

General Builder

★★★★★
"I've tried other apps that do expenses or invoicing separately. BillMate does both and connects them. That's the difference — I actually understand my business finances for the first time."
JK

Jenny Knight

Photographer

★★★★★
"Equipment, travel, editing software, studio hire — I log every cost per shoot. Seeing what each job actually cost versus what it earned has completely changed how I price my packages."

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