ExpensePath is an expense tracking and management platform from the company of the same name in San Francisco.
N/A
monday.com
Score 8.3 out of 10
Mid-Size Companies (51-1,000 employees)
monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
ExpensePath works great for mid-size companies with multiple locations and multiple levels of approval needed. It doesn't have the bells and whistles of more expensive options like Expensify or Concur, but they excel at being attentive to customer needs and simple to use.
The platform is very well suited for our nonprofit programs that serve low-income clients who need diapers, wipes, and period products. It has helped us run our programs, capturing information and allowing us to view the data for reporting purposes. The ability to filter data is very helpful by allowing us to categorize information to get a better picture of the progress of our programs.
ExpensePath responds within minutes and helps solve issues right away. Vik and his team are always open to how they can better their product.
ExpensePath's app is quite simple and straightforward, making it easy to teach to even our technology averse employees.
Though we don't use it extensively, we appreciate ExpensePath's internal expense reporting functionality, which provides good insight into our employee's spending.
They correctly integrated our Sage Intacct GL accounts and dimensions directly into the system, so no additional mapping was needed after setup.
I like summary of subitems, especially with subitasks as subitems and add item tracking for each subtask it can show total tracked in parent item. Similar with other columns, like numbers, status, date.
Dashboard features, Many kinds of dashboard view available, we can utilize on the basis of requirements.
monday.com workform is very powerful, easily share form link when submitted it will create line item in board with provided data.
monday.com automation is very helpful in order to automate steps with specific rules and easy setup.
monday.com also provides integrations in order to automate processes if need to integrate multiple app together. or need to transfer data between multiple apps.
They're in the process of developing the ability to directly reimburse from ExpensePath rather than cutting a check through an ERP. This feature would be very helpful.
The desktop app for Mac seems to have a few issues with visual glitches appearing on screen, it only seems to go away when I close the tool and reopen it
Subtasks don't show on the individual users to-do list, only main level tasks
Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
I give monday.com a 10/10 because I almost never encounter any lag or connectivity issues despite all of the many templates, boards, and automations we have. As a matter of fact, I feel like the last issue I encountered was over a year ago... and I'm in monday.com every single work day. Not only is monday trustworthy, it is easy to find what I'm looking for... making the overall usability extremely hard to beat.
Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
monday.com only really care about accounts that have 20 seats or more. While this is great for monday.com, it pushes smaller organisations to evaluate alternatives. We rate monday.com highly in our organisation because key staff have already got good experience with the application and we know we will get to 20+ seats one day. But, till then the billing model and lack of permanent enterprise features is a dread.
To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
Expensify was a nightmare. We used it for 8 months and couldn't wait to find something else. Their customer service was unresponsive and rarely got back to us in a timely fashion. They never solved any of the issues we were having with integrating to Sage Intacct, and their "smart scan" feature never worked once. Their app was painful to navigate. On top of the many reasons already listed, we switched to ExpensePath because they're not flashy. ExpensePath delivers a great product without the veneer of many of its competitors.
monday.com is simpler and easier to grasp, apply and navigate than ClickUp, but the ClickUp free version has so much more functionality available than the monday.com free / low-cost options (sorry, but it's true!). Google Tasks is really simple and I shouldn't really compare them - it's just really nice to be able to see my tasks right next to my Google Calendar or Gmail (widget) - the "all on one" view on the screen is really nice ease of access, but the power of monday.com outweighs the nice-to-have of an all-in-one screen layout - it feels clumsy to bring in all my Calendar items from Google to monday.com, so an integration app to the Google screen where you can see monday.com tasks would be amazing.
For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
The first goal of our finance department is to make all of the tools we use to gather information integrate with our main ERP, Sage Intacct. ExpensePath's integration has been flawless and saved us hours of manual expense entry.
The second goal of our finance department is to make all of the tools we utilize easily adoptable by new users. ExpensePath is one of the simplest, most responsive apps we've ever seen. Even those on our team who are averse to adopting new technology like ExpensePath.
