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Billing and Expense Tracker tool

Learn about our Billing and Expense Tracker Tool

Entirely free, Desjardins’s Billing and Expense Tracker tool is specifically designed for small business and self-employed workers. It makes managing invoices, expense accounts, accounts receivables and supplier accounts easier.

  • Create, manage and archive bids and invoices easily.
  • Manage expense accounts to facilitate production of tax returns.
  • Use client and supplier management modules to develop your business.
  • Access information—stored in a cloud environment—at any time and from anywhere on your mobile device, tablet or computer.

Use the Billing and Expense Tracker tool

Download Desjardin’s free Billing and Expense Tracker app.

The following links will open in a new window Get it on Google play Download on the App Store

Benefits of the Desjardins Billing and Expense Tracker tool

Your invoices and bids securely stored in a cloud-based system

  • Customize and manage your products and services catalogue.
  • Create customized and complete bids and invoices.
  • Send them to clients by email in PDF format or print them out.
  • Collect funds due to you by tracking and managing invoices.

Expense accounts in the blink of an eye

  • Take pictures of receipts to enter as business expenses.
  • Enter expense information and file receipt by category: transportation, meals and entertainment, supplies, etc.
  • Create expense reports by downloading data into Excel files to facilitate bank reconciliations and interactions with your accountant.

Dashboards and reports to get a clear picture of your finances

  • Find out how much you earn and spend immediately, at a single glance.
  • A search engine lets you find expenses, bids and invoices fast.
  • Produce reports whenever you want.
Download Desjardin’s free Billing and Expense Tracker app.