Operational spending control
Keep day-to-day spending visible and accountable.
Finance and operations teams can record expenses and petty cash without losing the context behind each transaction. Categories, attachments, hierarchy controls, audit logs, and reports create a clearer operating record.
Get startedNo credit card required
What your team can do
The workflow, with the details in place.
Expense records, vendors, categories, and subcategories
Transactions, supporting attachments, and petty cash
Detailed permissions and hierarchy-based controls
Audit history and downloadable petty cash reports
What changes
More control, with less reconstruction.
These connected results show how expenses & petty cash carries useful context from the first action through the wider operating workflow.
Clearer spending records
Expenses, categories, accounts, transactions, and attachments stay organized around the same record.
Controlled access
Role permissions and approval context keep financial operations visible to the right people.
Faster operational reporting
Petty cash, expense, and transaction views can be reviewed and exported without manual assembly.
Common questions
Questions about expenses & petty cash.
What expenses can WorkMentor track?
WorkMentor records expenses by vendor, category, and subcategory, with transactions and supporting attachments on each record. Petty cash is managed in the same place.
Can WorkMentor manage petty cash?
Yes. Petty cash transactions are recorded with their supporting files, and petty cash reports can be downloaded.
Who can see expense records in WorkMentor?
Access is set by detailed permissions and hierarchy-based controls, and an audit history records changes, so financial records stay visible only to the people responsible for them.
Which plan includes expense management?
Asset and expense management is included in the Pro and Enterprise plans, not the Free plan. Pro costs $9 per user per month and starts with a 30-day free trial, with no credit card required.
Connected in WorkMentor
Built to move with the rest of WorkMentor.
The same people and work records continue into these connected product areas, so each handoff keeps the context your team already created.
Expenses & Petty Cash
Operational spending control
Payroll
Prepare payroll with attendance, tax, allowances, deductions, loans, and provident fund context already in place.
Client invoicing
Build, send, and track invoices from project hours or flexible line items, with a clear client experience.
Security and integrations
Protect each tenant with roles, hierarchy, two-factor authentication, Google SSO, API keys, and audit trails.