Know where it went.
Keep the receipt.
Capture expenses with receipt uploads, send them for approval, post them, and reimburse the employee. Track recurring costs, company cards, and spending analysis, and add your own fields in Studio.
Spend by categorySample USD
Total, 3 expenses$485
Metro Rail
Oct 18, 2026 · 8:42 AM
- Round trip, 2 riders
- $144.00
- Station parking
- $36.00
- Total
- $180.00
Card ending 4417
Thank you for riding.
- Awaiting approval
- 3
- Total amount
- $485
- Waiting longest
- 4 days
Client visit travelTravel · Metro Rail$180.00
- Draft
- Submitted
- Approved
- Posted
- Paid
Owed to employees$180
Expense · Evidence · Review
The receipt, field by field.
Everyday expense records
Record business spending in the dedicated Expenses workspace, with the details and categories needed to review it.
Give every business cost its supporting context.
- Same fact, on the receipt and in the field.
- Written or chosen by the person recording the expense.
Overhead, in plain sight.
Every little cost adds to the picture.
Recurring costs
Manage recurring expense records alongside individual expenses so regular overhead remains visible.
Recurring rules
Expense analysis
Open the expense analysis surface to review spending using the same underlying records.
- Jul to Oct total
- $7,300
- Month over month
- +15%
From the receipt to the review.
- 01
Capture the cost
DraftCreate an expense with its amount, category, and supporting details.
- 02
Keep recurring work organized
Active or PausedMaintain the regular costs that repeat across your operating periods.
- 03
Review the spending
Category, Vendor, EmployeeUse the list and analysis to understand your operating costs.
Your fields, your rules.
Fields and layout in Studio
Add fields such as job code or client to bill, require receipts details, and relabel categories of information in your own words.
See Studio- 01
A "Job code" field
A contractor tags every expense to a job and filters the list by it.
- 02
Required "Client to bill"
Make it required whenever the expense is billable.
Workflows and automations
Start a workflow when an expense is submitted or approved, so reviewers and finance are told straight away. Connect it to your email, chat and the apps you already use.
See Workflows- 03
Tell finance on approval
When an expense is approved, a workflow notifies finance so it is reimbursed on time.
Control and ask
-
Roles and permissions
Every paid planDecide who can see, create and change expenses, down to records and fields, with custom roles.
See Users and Roles -
Agaro Agent
Ask about your expenses in plain language. The Agent asks before it changes a record, and it works within your permissions.
Meet Agaro Agent
Build beyond expenses
-
Your own custom modules
Scale and upWhen expenses needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.
See custom modules -
App Builder
Every paid planBuild a website, document, slides or internal app next to your expenses, described in plain words.
See App Builder -
Open API and MCP
Scale and upConnect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.
Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.
Same workspace, side by side.
Expenses belong to the same accounting workspace as banking, income, vendor bills, and reports.
-
Vendor Bills
Capture vendor bills by hand, email, or PDF, post them, register payments, and review what remains payable. Add your own fields in Studio.
-
Bank
Import or connect bank transactions, reconcile them with reconciliation models, record internal transfers, and manage business loans from one accounting area.
-
Reports
Profit and loss, balance sheet, cash flow, trial balance, ledgers, aging, budgets, cash forecast, tax liability, and year end reports, with CRM reports alongside. Follow a total back to the records behind it.