Expense Tracking

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Know what a job costs and recover the expenses that belong on the Client's invoice.

Record one-time and recurring expenses, connect them to a Client or Project, and mark eligible costs as billable. Keep supporting files and the expense details in the same business system as your invoices.

Replaces…FreshBooksZoho BooksExpensify

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Business owner reviews client-linked expense records on a branded Harbor desktop screen

Capture the cost while it is fresh

Record what you spent, why you spent it, and the documents that support it.

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Connect each cost to the right work

See which Client or Project an Expense belongs to rather than keeping a detached list.

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Bring billable costs onto the invoice

When a Client should reimburse a cost, mark it billable and include it in their Invoice.

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Consolidate your workflows & save BIG on software costs

Every tile below is a complete tool that already works with the others, so a new Client flows from your CRM into onboarding, the portal, proposals and invoicing without a single copy and paste. Turn on what you need today and the rest as you grow, with UNLIMITED Staff and Clients on one flat price.

Automated CRM

Onboarding

Client Portal

EXTREME White Label

Digital Marketing

Appointment Scheduling
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Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature
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Project & Task Management

Payments + Subscriptions

File Exchange
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Learning Management (LMS)
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Support Tickets
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Interactive Community
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Secure Messaging