For accountants and bookkeepers
Expense management for accountants and bookkeepers: client expenses coded, approved and exportable
Reimgo is for accountants and bookkeepers who keep the books for small companies. Your clients' employee expenses arrive as lines with your category codes and receipts attached, with a record of who approved what.
7-day free trial. No card needed. Cancel anytime.
Working on a client's account
- Get the right accessThe client adds you as an auditor (read everything, change nothing) or as finance (run batches and exports), with your own sign-in. Finance users also sign in with an authenticator code.
- Set the codesCategories with codes that match the chart of accounts; cost centers and projects if the client uses them.
- Month endFilter the period, export the lines to Excel, post by category. The batch reference reconciles to the payroll payment.
- Answer questionsEach report's history shows who approved, when, and what was sent back.
What you get
Lines with your codes
Category code, cost center, project, billable flag, original and converted amounts with the rate, and tax on every line.
Receipts kept
In the app, every line opens its receipt, and each report downloads as a PDF.
Separation of duties
Self-approval is off and a second person releases payment batches by default, so the controls you would recommend are already there.
One price for the client
Per claiming user per month; your access as auditor or finance is free.
Several clients
Each client is a separate company with its own database and your own sign-in to it.
Exports or a live link
CSV and Excel that import into any ledger, or a live QuickBooks Online, Xero or Zoho Books connection on Reimgo Connect.
Questions
Can I see several clients from one login?
No. Each client company is separate, and you sign in to each with your own account there.
Can I run the payment batch for a client?
Yes, as a finance user. The second-person release still applies unless the client's admin switches it off, and the client's payroll or bank makes the payment.
Does it post to QuickBooks?
Yes, on the Reimgo Connect plan, which also connects to Xero and Zoho Books. On Reimgo, export the lines and import them, or journal by category.
Stop re-keying expense reports next month
Set up in minutes. Invite your team, approve a report, prepare the payroll file.