Comparison

Best Expense Tracking Software for Small Business: From Receipt to Accountant

• 6 min read • By the OpenSourceCRMs team

Expense tracking sounds simple until tax season, when half the receipts are missing. The best expense tracking software for small business makes capturing a receipt take ten seconds and gets the data to your accountant without retyping. Free self-hosted options exist, though the polished receipt-scanning phone apps are mostly paid products.

Design the process before the tool

Step 1. Capture: photograph or upload the receipt the day you pay.
Step 2. Categorize: use the categories your accountant uses, so you never recode.
Step 3. Approve: a manager approves claims above a limit you set.
Step 4. Reimburse: pay staff claims on a fixed schedule.
Step 5. Export: send a monthly file to your accountant or post it to the ledger.

Match the tool to the person spending

Who spendsWhat you needTry
You aloneRecord expenses beside invoicesInvoiceShelf
Employees claiming back costsClaims, approvals, reimbursementFrappe HR with ERPNext, or Dolibarr
Piles of paper receiptsAutomatic reading of receiptsTaxHacker
A group sharing costsWho owes whomSplit Pro
  • InvoiceShelf (Invoicing with expense tracking): InvoiceShelf records expenses alongside invoices and estimates, which is enough for many freelancers and small shops. 1,857 stars · AGPL-3.0 · repo updated Oct 2026
  • Frappe HR (HRMS) (Employee expense claims): Frappe HR includes expense claims for employees, linked to ERPNext accounting. 8,929 stars · GPL-3.0 · repo updated Oct 2026
  • ERPNext (Expenses inside accounting): Expenses and payments post straight to the ledger in a full ERP. 40,232 stars · GPL-3.0 · repo updated Oct 2026
  • Dolibarr ERP CRM (Expense reports for staff): Dolibarr includes expense reports as part of its modular business suite. 7,732 stars · GPL-3.0 · repo updated Oct 2026
  • TaxHacker (AI receipt capture): A self-hosted app that reads receipts and invoices with an LLM into categorized records. A helpful capture tool. 6,749 stars · MIT · repo updated Sep 2026
  • Split Pro (Shared and group expenses): An open source Splitwise alternative for splitting shared costs. Better for teams sharing trip costs than for formal accounting. 1,469 stars · MIT · repo updated Oct 2026

Receipt rules to keep in mind

Tax authorities usually require you to keep the original receipt or a legible copy for a set number of years, and the period differs by country. Ask your accountant how long, and make sure your tool stores files, not just amounts. Back up the uploads too.

Not built for business

Firefly III and ezBookkeeping are very good for personal budgets. They lack the approval, reimbursement and tax-category features a business needs.

How each option works in practice

InvoiceShelf

Invoicing with expense tracking. InvoiceShelf records expenses alongside invoices and estimates, which is enough for many freelancers and small shops.

1,857 stars · AGPL-3.0 · repo updated Oct 2026
GitHub · Website

Frappe HR (HRMS)

Employee expense claims. Frappe HR includes expense claims for employees, linked to ERPNext accounting.

8,929 stars · GPL-3.0 · repo updated Oct 2026
GitHub · Website

ERPNext

Expenses inside accounting. Expenses and payments post straight to the ledger in a full ERP.

40,232 stars · GPL-3.0 · repo updated Oct 2026
Our guide to ERPNext · GitHub · Website

Dolibarr ERP CRM

Expense reports for staff. Dolibarr includes expense reports as part of its modular business suite.

7,732 stars · GPL-3.0 · repo updated Oct 2026
Our guide to Dolibarr ERP CRM · GitHub · Website

TaxHacker

AI receipt capture. A self-hosted app that reads receipts and invoices with an LLM into categorized records. A helpful capture tool.

6,749 stars · MIT · repo updated Sep 2026
GitHub · Website

Split Pro

Shared and group expenses. An open source Splitwise alternative for splitting shared costs. Better for teams sharing trip costs than for formal accounting.

1,469 stars · MIT · repo updated Oct 2026
GitHub · Website

A one-page expense policy

  • What is reimbursable, and what is not.
  • Spending limits per item and per month.
  • A receipt is required for every claim.
  • Claims must be submitted within a set number of days.
  • Who approves, and how fast they must respond.

Example: a six-person agency with a shared card

An illustrative example, not a real company.

A six-person agency has two company cards and staff who sometimes pay for things personally. Receipts arrive by chat, email or not at all.

They agree on a rule: a receipt photo within two days or the claim is not paid. They use Frappe HR expense claims with ERPNext so approvals and reimbursements post to accounting. A manager approves anything above a set amount.

Month end gets quicker because every expense already has a category and a receipt attached.

Pitfalls to watch for

  • Collecting receipts months later.
  • Using free-text categories that do not match the accountant's chart.
  • Having no approval limit.
  • Not backing up uploaded receipts.
  • Using a personal-budget tool for business claims.

Should you pay for this instead?

The strongest paid expense apps have phone scanning and card feeds that match receipts automatically. Self-hosted tools cover claims, approvals and exports at no license cost but need setup. If receipts are your main pain, consider paying for the scanning convenience.

If you self-host a receipt tool, receipts can contain personal data such as card digits and addresses, so protect the server. A VPS or hosting plan from Hostinger is fine to start, along with HTTPS and encrypted backups.

Need a server to host it?

Self-hosting a CRM needs a server. PHP and MySQL apps can often run on ordinary web hosting, while Docker, Node, Python or Java apps usually need a VPS. Check each project's requirements first. Hostinger offers both shared web hosting and VPS plans.

See Hostinger plans →

Affiliate disclosure: this is an affiliate link. If you buy through it we may earn a commission at no extra cost to you. CRMs are listed independently of any hosting partner. Learn more.

Frequently asked questions

What is the best expense tracking software for small business?

Choose a tool that connects to your accounting. InvoiceShelf suits freelancers, Frappe HR with ERPNext suits teams with claims, and TaxHacker helps capture receipts.

Can I track expenses for free?

Yes. These tools are free to self-host. You pay for hosting and your own time.

How long should I keep receipts?

It depends on your country and tax rules. Ask your accountant, and keep digital copies backed up.

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