Useful for the work between engagements
Consultants may have retainers, fixed projects and reimbursable costs moving at the same time. A focused record makes it easier to see what has been billed and what still needs attention.
Keep it clear for the client
Good invoices explain the work without adding friction. Use a consistent workflow, then keep the financial record available for your own review.
Questions
Can Settle track reimbursable expenses?
It includes expense tracking features. Confirm your preferred treatment with your accountant or tax professional.
Is Settle a full accounting platform?
No. It is a lightweight invoicing and finance app for independent workers.
Make consulting closeout easier with Settle.