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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Bring client work into one workspace

Connect client work across CRM, onboarding, portal access, proposals and billing. Choose the workflows you configure and the plan or optional Power-Ups you need. Every plan includes unlimited Clients and Staff.

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