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  1. Financial Automation
  2. Expense Tracking
  3. Auto-track expenses

Track and manage new expenses in project management boards

This automation streamlines the process of capturing and organizing new expense records by automatically adding them to project management boards, ensuring all project costs are tracked in real time. It reduces manual data entry by syncing expense data from financial or receipt apps directly into task boards, preserving all relevant details and attachments. Teams gain instant visibility into budget impacts, improving financial oversight and project planning efficiency.

Filter by common apps:

  • QuickBooks Online
  • Formatter by Zapier
  • Filter by Zapier
  • Asana
  • Notion
  • Splitwise
  • Microsoft SharePoint
  • Dext
  • monday.com
  • Xero