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Expenses, budgets and approvals

Keep spending inside the plan, with sign-off where it matters

Record expenses against your own categories, set a budget for each, and give your team a way to request spending that managers approve within their limits.

Expenses on every plan, budgets on Growth and Pro, spend requests and team members on Pro.

Budgets this month

Materials64% used
Fuel86% used
Equipment hire38% used

Spend request approved

R 4 800, within the manager's limit

How it works

A budget, a request and a sign-off

  1. 1

    Set your categories

    Fuel, materials, rent: whatever your business actually spends on.

  2. 2

    Give each a budget

    See at a glance how much of every budget is already used.

  3. 3

    Request and approve

    Staff request spending; managers approve it up to the limit you set for each of them.

What you get

The details that make it work

  • Expense tracking

    Record what was spent, where and on what, on every plan.

  • Budgets

    Budgets for every category on Growth and Pro, with warnings as a budget runs low.

  • Approval limits

    On Pro, each manager can only approve spending up to the limit you give them, and nobody approves their own request.

  • Your whole team

    On Pro, invite your team with their own sign-ins and roles: owner, manager, staff and requester.

Katlego records and approves spending. Payments to suppliers are still made from your own bank.

Know where your cash stands before the month does.

Free to start. No card, and no time limit on the Free plan.