Billing and Expense Tracker

You want to simplify daily management of your company ?

Entirely free, Desjardins’s Billing and Expense Tracker tool is specifically designed for small business and self-employed workers. It makes managing invoices, expense accounts, accounts receivables and supplier accounts easier.

• Create, manage and archive bids and invoices easily.
• Manage expense accounts to facilitate production of tax returns.
• Use client and supplier management modules to develop your business.
• Access information—stored in a cloud environment—at any time and from anywhere on your mobile device, tablet or computer.

Your invoices and bids securely stored in a cloud-based system
• Customize and manage your products and services catalogue.
• Create customized and complete bids and invoices.
• Send them to clients by email in PDF format or print them out.
• Collect funds due to you by tracking and managing invoices.

Expense accounts in the blink of an eye
• Take pictures of receipts to enter as business expenses.
• Enter expense information and file receipt by category: transportation, meals and entertainment, supplies, etc.
• Create expense reports by downloading data into Excel files to facilitate bank reconciliations and interactions with your accountant.

Dashboards and reports to get a clear picture of your finances
• Find out how much you earn and spend immediately, at a single glance.
• A search engine lets you find expenses, bids and invoices fast.
• Produce reports whenever you want.

Use the free Billing and Expense Tracker tool on the website and Download the app.