For consulting firms, expense categorization automation projects typically start around $3,500 for foundational setups, increasing based on the complexity of your existing accounting systems and the volume of transactions. These are fixed-price engagements, ensuring you have clear cost visibility from the outset.
We begin by thoroughly mapping your firm's current expense reporting process, identifying where transactions originate (e.g., corporate cards, employee receipts) and how they are currently categorized for client projects and internal accounts.
Next, we design and build custom automation rules that automatically assign expenses to the correct client, project, and general ledger account based on vendor, description, or custom tags, integrating with your existing accounting and ERP systems.
Finally, we rigorously test the automated categorization workflows with real transaction data, ensuring accuracy and compliance, then provide comprehensive training to your team for seamless adoption and ongoing management.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit