Capture costs with receipts, rebill them with a markup, and watch every retainer.
- Receipts on every expense
- Billable + markup, rebilled in one click
- Retainer drawdown tracking
- Automatic late fees
Everything you need, in one place
Expenses & retainers makes sure the money you spend on a client's behalf comes back — captured with receipts, rebilled with a markup, and tracked against every retainer.
Receipts on every expense
Log an expense with amount, currency, category, and vendor, and attach the receipt for later.
Billable + markup
Mark an expense billable and add a markup percentage when you pass costs through.
One-click rebill
Select a client's billable expenses and rebill them to a draft invoice — each a line item, markup applied.
Never double-charged
Once an expense is billed it's flagged, so it can't sneak onto a second invoice.
Retainer drawdown
Set a project to retainer billing and watch hours used against hours included, with an over-retainer warning.
Automatic late fees
Charge a percentage or flat late fee after a grace period — applied to overdue invoices by the daily job.
Up and running in three steps
Capture the cost
Snap a receipt and log the expense against a project — mark it billable and set a markup in the same step.
Rebill in one click
Turn billable expenses into invoice lines with the markup already applied — no spreadsheet math.
Track every retainer
Hours and costs draw down against the retainer automatically, and overdue invoices accrue late fees on their own.
A closer look
Capture it once
Log an expense with its amount, currency, category, vendor, and receipt, and tie it to the client and project it belongs to. The receipt stays attached for later.
Rebill with markup
Mark an expense billable and add an optional markup. Select a client's billable expenses and rebill them to a draft invoice in one click — each as a line item, markup applied, never double-charged.
Retainers that draw down
Set a project to retainer billing and Kliently tracks hours used against hours included, with a clear warning the moment you go over for the period.
Late fees on autopilot
Turn on automatic late fees — a percentage of the amount due or a flat charge after a grace period — and the daily billing job applies them to overdue invoices for you.
Built for the way you work
Pass-through costs
Recover software, stock, and travel you front for clients — with your markup.
Retainer clients
Know exactly how much of a monthly retainer you've used before you overserve it.
Agencies
Keep every expense tied to the right client and project, ready to bill.
Keep exploring
Proposals
Branded proposals your clients accept with one click.
Contracts & e-sign
Legally binding e-signatures with a court-ready audit trail.
Time tracking
One timer, synced everywhere, billed automatically.
Invoicing
From unbilled hours to money in the bank.
Client portal
One branded link where clients see — and pay for — everything.
Tasks & projects
Plan, assign, and ship the work — without leaving the place you bill from.
Automations & goals
Let rules handle the busywork, and watch goals track themselves.
Docs & collaboration
Capture the details, review the work, and see who has capacity.
Files & deliverables
Share work on a link you control — and collect files back, without the Dropbox dance.
Run your whole client business in one place.
Start free in two minutes — every new workspace gets a 14-day Pro trial. No credit card required.