How do I separate billable vs non-billable expenses for client invoicing?

Use the Tag field in R2Sheet for client name (e.g. 'Client: Acme Corp'). Filter by tag at month-end to see total billable spend per client. R2Sheet doesn't generate the invoice itself — pair with your invoicing tool (Wave, FreshBooks, QuickBooks) but R2Sheet's filtered totals make month-end client invoicing 5-10× faster.

Can I track Stripe / SaaS subscriptions automatically?

Today: forward subscription emails to your R2Sheet account manually. Coming soon: Gmail auto-scan that pulls Stripe / SaaS billing receipts directly. Most agencies have 15-30 SaaS subs across the team — auto-pulling is a meaningful time saver.

We're incorporated. Does R2Sheet work for T2 returns?

Yes. The Small Business template maps expenses to categories that translate to T2 Schedule 125. Your CPA gets the same Google Sheet and can pull totals into your T2 return at year-end. R2Sheet doesn't file T2 directly — that's still your accountant's work.

For Canadian Marketing & Creative Agencies

SaaS stack. Ad spend. Contractors.
All in one Sheet.

Marketing and creative agencies bleed deductions because finance ops can't keep up with 30 SaaS subs, weekly Meta/Google ad spend, and contractor invoices flowing in from 5 directions. R2Sheet's multi-user workspace + T2/T2125 mapping ends month-end reconciliation hell.

Start Free →

No credit card. 30 receipts/month free.

Sound familiar?

💳

30 SaaS subs across the team

Adobe Suite. HubSpot. Salesforce. Asana. Loom. Figma. Each via a different team member's email. R2Sheet's email forwarding (coming) auto-pulls them.

📊

Client billable vs non-billable confusion

Was that Uber to the client meeting billable or non? Was the SaaS for that one client or shared? Tag receipts with client name; filter at month-end for clean billing.

👥

Contractor invoices via PDF + e-transfer

Designer in Toronto, copywriter in Vancouver, dev in Montreal. PDF invoices in 3 inboxes. R2Sheet captures each, tags by contractor.

📣

Meta / Google / TikTok ad spend per client

Weekly invoices from 4 ad platforms × 8 clients = 32 line items per month. Without tagging, year-end allocation is impossible. R2Sheet's tag-by-client makes it 30-min/month.

Deductions you're probably leaving on the table

Snap each receipt as it happens. R2Sheet auto-categorizes to T2125 lines so come tax time, you're done.

SaaS subscriptions — Adobe, HubSpot, Salesforce, etc.
Ad spend — Meta, Google, TikTok, LinkedIn (line 8521)
Contractor / freelancer payments → T4A if >$500/yr (line 8340)
Client meals & entertainment (line 8523, 50%)
Travel for client meetings (line 9180)
Office rent, coworking memberships (line 8910)
Professional services — legal, accounting (line 8860)
Stock photography / fonts / templates
Conference tickets, courses, books (line 8760)
Computer hardware ≥ $500 — CCA Class 50 (55%)

Why R2Sheet

👥

Multi-user workspace

Invite each team member as a workspace member. They upload receipts (their travel, their SaaS); you see everything in ONE Sheet. Built for this.

🏷️

Tag by client

Each receipt: which client billed? Filter Sheet at month-end for client-by-client billable totals. 30-second invoicing data.

📈

T2 / T2125 ready

Incorporated agencies get T2 Schedule 125 mapping. Sole-prop consultants get T2125 lines. Both work from the same Sheet structure.

Stop chasing 30 SaaS receipts every month-end.

Free for 30 receipts/month. $4.99 CAD/month for unlimited (most agencies move to Pro within a month). Multi-user workspaces included.

Start Free →

No credit card required

For Canadian Marketing & Creative Agencies

SaaS stack. Ad spend. Contractors.
All in one Sheet.

Marketing and creative agencies bleed deductions because finance ops can't keep up with 30 SaaS subs, weekly Meta/Google ad spend, and contractor invoices flowing in from 5 directions. R2Sheet's multi-user workspace + T2/T2125 mapping ends month-end reconciliation hell.

Start Free →

No credit card. 30 receipts/month free.

Sound familiar?

💳

30 SaaS subs across the team

Adobe Suite. HubSpot. Salesforce. Asana. Loom. Figma. Each via a different team member's email. R2Sheet's email forwarding (coming) auto-pulls them.

📊

Client billable vs non-billable confusion

Was that Uber to the client meeting billable or non? Was the SaaS for that one client or shared? Tag receipts with client name; filter at month-end for clean billing.

👥

Contractor invoices via PDF + e-transfer

Designer in Toronto, copywriter in Vancouver, dev in Montreal. PDF invoices in 3 inboxes. R2Sheet captures each, tags by contractor.

📣

Meta / Google / TikTok ad spend per client

Weekly invoices from 4 ad platforms × 8 clients = 32 line items per month. Without tagging, year-end allocation is impossible. R2Sheet's tag-by-client makes it 30-min/month.

Deductions you're probably leaving on the table

Snap each receipt as it happens. R2Sheet auto-categorizes to T2125 lines so come tax time, you're done.

SaaS subscriptions — Adobe, HubSpot, Salesforce, etc.
Ad spend — Meta, Google, TikTok, LinkedIn (line 8521)
Contractor / freelancer payments → T4A if >$500/yr (line 8340)
Client meals & entertainment (line 8523, 50%)
Travel for client meetings (line 9180)
Office rent, coworking memberships (line 8910)
Professional services — legal, accounting (line 8860)
Stock photography / fonts / templates
Conference tickets, courses, books (line 8760)
Computer hardware ≥ $500 — CCA Class 50 (55%)

Why R2Sheet

👥

Multi-user workspace

Invite each team member as a workspace member. They upload receipts (their travel, their SaaS); you see everything in ONE Sheet. Built for this.

🏷️

Tag by client

Each receipt: which client billed? Filter Sheet at month-end for client-by-client billable totals. 30-second invoicing data.

📈

T2 / T2125 ready

Incorporated agencies get T2 Schedule 125 mapping. Sole-prop consultants get T2125 lines. Both work from the same Sheet structure.

Stop chasing 30 SaaS receipts every month-end.

Free for 30 receipts/month. $4.99 CAD/month for unlimited (most agencies move to Pro within a month). Multi-user workspaces included.

Start Free →

No credit card required

SaaS stack. Ad spend. Contractors.All in one Sheet.

Marketing and creative agencies bleed deductions because finance ops can't keep up with 30 SaaS subs, weekly Meta/Google ad spend, and contractor invoices flowing in from 5 directions. R2Sheet's multi-user workspace + T2/T2125 mapping ends month-end reconciliation hell.

Sound familiar?

30 SaaS subs across the team

Client billable vs non-billable confusion

Contractor invoices via PDF + e-transfer

Meta / Google / TikTok ad spend per client

Deductions you're probably leaving on the table

Why R2Sheet

Multi-user workspace

Tag by client

T2 / T2125 ready

Stop chasing 30 SaaS receipts every month-end.

SaaS stack. Ad spend. Contractors.All in one Sheet.

Marketing and creative agencies bleed deductions because finance ops can't keep up with 30 SaaS subs, weekly Meta/Google ad spend, and contractor invoices flowing in from 5 directions. R2Sheet's multi-user workspace + T2/T2125 mapping ends month-end reconciliation hell.

Sound familiar?

30 SaaS subs across the team

Client billable vs non-billable confusion

Contractor invoices via PDF + e-transfer

Meta / Google / TikTok ad spend per client

Deductions you're probably leaving on the table

Why R2Sheet

Multi-user workspace

Tag by client

T2 / T2125 ready

Stop chasing 30 SaaS receipts every month-end.

SaaS stack. Ad spend. Contractors.
All in one Sheet.

SaaS stack. Ad spend. Contractors.
All in one Sheet.