Expense tracking for marketing agencies
Traverse
Proper expense tracking is essential to keep your business afloat, but it can often be frustrating. Traverse makes expense management simple and efficient, allowing you to divide expenses into categories,
attach documents to expenses, and generate accurate reports. Analytics and trends will give you an overview of spending, help you evaluate costs, and provide valuable insight to help your company thrive.
Which businesses can use Traverse?
We support many types of marketing agencies including:
- Branding
- Advertising
- Marketing
- Digital marketing
- Creative marketing
- Social media marketing
- Public relations
- Production and design
- Promotional
- Strategy
- Video and film
Essential features
Client-based accounting
Divide expenses into categories according to clients or projects, and always have a clear overview of costs per every job or task. Manage multiple expenses simultaneously, keeping things organized and avoiding mistakes.
Budget limits
Once you set a budget limit, the app will automatically notify you when you're approaching the threshold. This ensures that you'll always have your finances under control so you can evaluate the financial situation in time.
Analytics and trends
Utilize the analytics and trends function to see graphical representations of expenses, which will give you great insight into spending habits and patterns. Choose a time period, specific expense type, or project, and evaluate them right in the app.
Expense reporting
Generate reports with one click. The report accurately includes all the filled-out details and attached documents, saving you time and preventing errors. Then, swiftly share or print the report through the app.
Expense approval
Review and approve expenses right in the app, saving time and preventing errors. All the related documents are easily accessible at any time. You can always go back and reevaluate approved documents to keep accuracy in check.
Receipt management
Attach documents or images to expenses and stay organized. Utilize the in-app receipt scanning feature to attach receipts to expenses immediately, so you don't have to worry about storing and organizing them later.
Additional features
Work offline
Manage expenses from anywhere, even without an internet connection.
Mobile
Use the mobile app to keep expenses in check even when traveling, or download it to any other device of your choice.
Backup
As long as you have an internet connection, your data is safely stored in the cloud, preventing data loss.
Multiple currencies
Fill out expenses in any currency, providing you with accurate reports from anywhere in the world.
Multiple languages
Anyone worldwide can manage expenses comfortably in their native language.