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Allocated

Recover 100% of billable client expenses instantly

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Agencies and consultancies lose up to $25k every year because project managers fail to properly itemize, split, and re-bill complex team receipts back to clients.

Allocated automates the entire pass-through expense pipeline by ingesting receipts directly from corporate cards, messaging platforms, and email inboxes. Its intelligence layer extracts itemized line items, splits shared vendor costs based on project billability rules, and syncs seamlessly with accounting platforms like QuickBooks and Xero. By eliminating manual expense audits, professional service teams instantly recover leaked billable revenue and accelerate monthly billing cycles by 5 days.

Our vision is to build the default automated reconciliation layer for all client-facing service enterprises worldwide.

COMMENTS — Community Discussion
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#Fintech#Ops#Growth#Data
Problem
  • When I manage multiple client accounts, I want to split complex shared vendor receipts easily, but manual spreadsheet line-item attribution wastes 12 hours monthly and causes $2k in missed re-billable revenue.
  • Why Now: Remote agency workforces use dozens of SaaS tools and corporate cards, causing explosive growth in fragmented pass-through receipts that standard accounting tools fail to itemize.
  • When I submit end-of-month expense reports, I want to assign individual receipt line-items to distinct client projects, but existing card tools only allow binary single-category tags resulting in unrecovered expenses.
  • When I audit client invoice disputes, I want to provide precise receipt proof for pass-through costs, but searching through email attachments and paper scans takes 8 hours per client billing cycle.
  • Existing Alternatives: Exporting credit card statements into Microsoft Excel, manually highlighter-marking physical paper receipts, and using basic B2C receipt splitters that lack accounting software sync.
Solution
  • High-Level Concept: Ramp for agency client pass-through billing and line-item cost attribution.
  • Automated receipt ingestion from corporate cards, email webhooks, and mobile uploads with instant OCR line-item extraction.
  • Rules-based multi-tenant cost splitting that allocates partial receipt line items across specific client project billables.
  • Direct two-way accounting sync with QuickBooks, Xero, and NetSuite to generate verified client pass-through invoices in 1 click.
Distribution
  • Operations Directors and CFOs at digital agencies, IT consultancies, and marketing firms with 10 to 200 employees.
  • Direct integration partnerships and app marketplace listings inside QuickBooks, Xero, and Ramp software ecosystems.
  • Targeted outbound campaigns to Operations Executives highlighting pass-through revenue leakage using an interactive expense audit tool.
  • Co-marketing content webinars with boutique agency management consultants focused on improving project profit margins.
Pricing
  • Value Ladder: Free Tier ($0/mo for 10 receipts/mo)
  • Pro Tier ($79/mo for up to 5 team members)
  • Scale Tier ($249/mo for unlimited team members and multi-entity sync).
  • One Metric That Matters: Total monthly volume of dollar expenses successfully allocated and billed to clients.
  • Market Sizing: SAM of 120k boutique agencies in North America x $1k annual contract value = $120M; Year 1 SOM targeting 500 agencies at $100k ARR.
Scale Costs
  • High-reliability financial data connector licenses and card network webhooks (Plaid, Yodlee, Stripe Issuing).
  • Enterprise document OCR processing infrastructure and SOC2 Type II compliance audit overhead.
  • Multi-tenant encrypted data vault architecture for legally compliant tax receipt storage.
Expert Opinions
Avg: 9.3
  • managing director at a $50M agency holding company with 15 years in service operations
    9
  • partner at top-tier B2B FinTech VC with $2B AUM
    10
  • VP of Finance at a 300-person remote consultancy
    9
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