Stop leaving billable money on the table.
Erickson Platform tags every expense to the right client, project, or matter. Your team gets billable project expenses into the invoice fast, and your month-end close stops carrying hidden write-offs.
Every unlogged receipt is a missed recovery. This page is built for consulting, legal, agency, IT services, and accounting teams that need clean client allocation, spend visibility, and fewer manual corrections.
Auto-tag expenses to clients and projects.
Vendor names, card notes, and receipt details get matched in seconds. Split a meal across two clients. Mark a taxi as billable with one tap. Keep the record clean enough for review and fast enough for busy teams.
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AI suggests the right code.It learns the vendors your teams use most, then recommends the client, matter, or project before the invoice team asks.
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Rules handle edge cases.Travel, meals, and shared costs can be split across engagements without rebuilding the line item by hand.
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Billable and non-billable stays clear.One tap keeps recovery work separate from overhead, so partners and project leads can see margin risk early.
Suggested: Client A, Discovery Phase
Suggested: 60% Client B, 40% Client C
Built for billable project expenses.
Your team sees the assignment before the expense leaves the queue. That keeps invoices tighter, reduces back-and-forth, and cuts down on missed recovery at the end of the month.
Trust accounting and IOLTA-ready.
Keep firm spend and client costs separate. Generate reconciliation reports that support review. Keep an audit trail that shows who changed what, when, and why.
What legal teams use most.
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Separate tracking for firm and client costs.You keep reimbursable items out of general overhead and move them into the right matter without guesswork.
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Automated IOLTA reconciliation reports.The report pack is ready for internal review, partner sign-off, and audit follow-up.
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Audit trails with clear change history.That matters when a client asks why a charge moved or how a reimbursement was handled.
This is a fit for firms that need control. It is not for teams that want loose expense categories and no review process.
See spend by client, campaign, and channel.
Agency leads get live budget drift, client overrun alerts, and a clear view of retainer spend. When a project hits 80% of budget, the team gets flagged before the next approval cycle starts.
Client spend view
Track every charge against the retainer and see where the margin is thinning.
Campaign mapping
Group media, tools, travel, and contractor costs under the right campaign.
Budget alerts
Get a clear alert when spend reaches the threshold you set.
Close faster
Reduce end-of-month cleanup and give account teams time back.
78% of budget used
Overrun alert sent
Teams keep more of what they bill.
These are the numbers that matter to partners, directors, and finance leads. Short close cycles. Fewer write-offs. Better recovery.
"We cut expense-related write-offs by 34% in one quarter. The client coding is faster, and the team trusts the numbers."
Shalyce D., Finance Lead
"Why did we choose Erickson Platform? Because the invoice team stopped chasing missing receipts, and our billable recovery jumped by $120k a year."
Rockesh Ghaussy, Managing Partner, North Shore Advisory
"Month-end close used to take five days. Now it takes four hours, and the project owners can see overruns before they become a problem."
Yujian S., Operations Director
Connect Clio, PracticePanther, Mavenlink, Harvest, and BQE Core.
Erickson Platform fits into the tools your team already uses. Bring in time data, push coded expenses out, and keep the client record consistent across systems.
Talk to us.
We can map your current process, show where recovery gets lost, and set up a clean starting point for your client and project rules.
Stack fit
Keep time, spend, and invoicing tied together without duplicate entry.
Review ready
Partners get the details they need without digging through raw receipts.