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Track, submit, and approve expenses with ease.

Project Insight ensures accurate, flexible expense entry and smooth reimbursement and invoicing workflows—whether from worksheets, tasks, or mobile devices.
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Expense Reports Feature
Ease of entry

Save time with bulk worksheets for expenses.

  • Add non-labor costs and revenue to tasks
  • Use expense entry worksheets for fast bulk input and review
  • Customize and assign expense codes such as billable or reimbursable
  • Filter expense reports by project, task, date, or resource
Bulk Expense Entry
Mobile Expense Capture
Mobile capture

Submit expenses in real time from the field.

  • Scan receipts and capture mileage using the mobile app
  • Snap photos of receipts with OCR scanning for accuracy
  • Submit expense reports on the go with task-level settings
  • Add mileage and details while traveling or onsite
Approvals & export

Streamline approvals and financial reporting.

  • Route expense reports for approval with comments and audit history
  • Automatically export approved expenses to ERP or accounting tools
  • Real-time reporting built for finance teams, not just projects
  • Flexible approvers and workflows with full audit trails

What sets Project Insight apart from other tools?

  • Bulk editing made simple. Centralized worksheets most tools don’t offer.
  • Multiple input options. Task, worksheet, and mobile entry all supported.
  • Finance-first reporting. Built for accounting, not just project visibility.
  • Flexible approvals with audit trails. No rigid workflows, complete history.
  • Tracks materials and consumables. Coverage beyond standard expenses.
  • Direct integration. Connects seamlessly with QuickBooks, Excel, and APIs.
Expense Comparison