Projects · new · team plan

Run multiple businesses from one Expensely account.

One account. Three shops. One online store. Two restaurants. A holding-company budget sitting on top. Projects lets you keep separate P&Ls for every business unit, give each manager access only to what they should see, and roll everything up to a CEO view when you want the whole picture. Categories stay shared so "Rent" means the same thing in every book.

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▾ in-app · top bar
Shop A
All Projects
Shop A
Shop B
Online Store
+ Add project
⚙ Manage

every page filters by the selected project

How Projects works

Add a project from the workspace switcher in the top bar — name it after a shop, a brand, a department, or a city. Every transaction, recurring bill, receipt and forecast lives inside a project. Switch projects from the dropdown and the entire app — dashboard, transactions, history, AI insights — re-scopes instantly. Pick All Projects and you get a company-wide rollup with per-project breakdowns.

What you get

One dashboard per business

Each project has its own dashboard with its own P&L. Shop A's revenue, Shop A's rent, Shop A's margin — none of it mixed up with Shop B. Forecasts run per project so the burn-rate signal is real, not an average flattened across your portfolio.

Manager access controls

Invite Shop A's manager and grant them access to Shop A only. They sign in, they see Shop A, they can't even discover Shop B exists. Invite the CFO and give them access to everything — including the "All Projects" view. You decide who sees what at invite time, and you can revoke or expand access in one click.

Strict backend enforcement: a manager scoped to Shop A can't access Shop B by editing the URL. We check on every request. It's the same access model real accountants expect.

Roll up to All Projects

Owners and admins get an "All Projects" option in the switcher: total company spend, revenue, margin and category breakdown — with every line tagged so you can see which shop contributed what. Ask the in-app AI "which shop drove February revenue?" and you get a proper per-project answer, not a blended average.

Categories stay shared

"Rent" means the same thing in Shop A's books as it does in Shop B's. You don't re-create Rent, Utilities, Salaries and Marketing per project. Categories live at the company level; projects only scope the transactions inside them. Your company-wide category report finally makes sense.

Who uses Projects

vs QuickBooks Classes

QuickBooks has Classes / Locations for the same job, but you pay $30–$200 per month and usually an accountant on retainer. Projects on Expensely Team is the same power in plain English, self-serve, at a fraction of the price. See the side-by-side.

What it doesn't do yet

First version of Projects is honest about its limits — we shipped the core and we'll deepen it from real usage. The big ones:

Pricing

PlanProjectsBest for
Free1 (Default)Trying Expensely solo
Solo · $4.99/mo1 (Default)One business, one operator
Team · $14.99/moUnlimitedChains, multi-brand, holding companies

Projects is a Team-plan feature. The Team plan is $14.99/month with 5 seats included — see the Team plan details.

Stop running three QuickBooks accounts.

Three shops in one app, one bill, one log-in. Start a free trial — your card stays in your wallet.

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