Expensify automates the entire spend management process. Scan receipts, track mileage, submit and approve expenses, manage corporate cards, reimburse employees, pay bills, send invoices, and book travel. Built for individuals and companies of all sizes, anywhere in the world.
$5
per month per user
OpenAir PSA
Score 5.5 out of 10
N/A
NetSuite OpenAir is a cloud-based Professional Service Automation (PSA) product which includes capabilities around project management, resource management, project accounting, etc.
I think it's really good for small businesses. At least in the way we use it. It's very good for keeping an eye on employee spending in nearly real time. I'm not sure how it works for larger companies when there is a larger number of people to keep track of.
This product is well suited for an organization that is focused on client services, project delivery, time tracking, expense reporting, and revenue recognition. From a pure project management perspective, this product is not as feature rich as say Microsoft Project Server. For organizations that are looking for detailed complex project plan and resource management (along with resource leveling, etc.), this is probably not the best suited product
Netsuite OpenAir PSA is highly configurable and has a large ecosystem of assets to work with.
Tasks are easily designed to automate processes in your business workflow.
OpenAir is designed in such a way that it can communicate and receive information from external systems without having to re-engineer your systems to make them work if you are following standard business practice.
I wish that I could sync accounts on the back end kind of like with banking software, so that Expensify would automatically port over receipts for recurring expenses as soon as they're available
It would be nice to one-click submit an expense all the way through instead of having to attach it to a report
Wackier profile icons? :) Not a big deal. This software is pretty much amazing as it is now, and typically the urge to update and modify very good software leads to poor outcomes!
Compared to QuickArrow, setting up reports to reflect the data accurately seemed to require a bit more consultant time and collaboration. Getting the numbers correct is essential, so budget extra time for this iniative. We also learned that certain calculations can not be displayed in the executive dashboards. Ask these questions upfront to ensure your dashboards are complete for your needs (again, working backwards in the preparation stages).
Compared to QuickArrow, NetSuite OpenAir PSA falls short in the resource management capabilities. UI, flexibility, and scheduling options all could be improved. This is on their roadmap, timeline yet to be defined. Scheduling is vitally important to our company and this is THE area where we feel is the applications weakest. However, the application does provide everything critical to scheduling and provided the elements we needed in order to be successful. We altered our scheduling process accordingly.
During our System Administration 3 day online training, when a question was asked about detailed functionality, sometimes the trainer would share..."Yes, OpenAir has a configuration for that. Just inquire with your consultant and they can flip that flag in your instance." The responsibility for obtaining these special application configurations was placed on the System Admin [in training] to ask and to take notes. If your company needs the application to work a certain way, speak up and ask your OA consultant. There seems to be MANY flags that can be flipped in the background to allow for the system to meet your needs. My complaint is that these are not published, rather made available if one inquires.
OpenAir is able to generate invoices directly and we strongly encourage using this feature to keep everything housed under one application. However, this did not work for our organization and we leveraged a financial integration. A bit of a pioneer integrating with Softrax -- the integration works well, however is quite fragile. We do receive appropriate support when needed, but would prefer the integration to be a bit more stable. We recommend integrating with their stated supported financial systems, as staying the course will likely net a more stable integration.
We like using the tool and we receive positive feedback from employees and management who use the tool. It saves time and helps us concentrate on the value adding activities so we are very likely to keep using Expensify in the future
It all depends. We are still looking at moving our consultants to Oracle PAC, in order to get our financial systems in line (we use Oracle Financials currently). We are feeling a lot of pain with integration and segmented systems.
Ultimately,it depends on how much pain is felt there. OpenAir has given us a path to follow on from QuickArrow. I foresee either moving onto Oracle PAC by end of calendar, or staying on OpenAir.
OpenAir to Oracle integration is not easy. From a reporting and process perspective, there’s been pain from being in different systems
My rating of 8 out of 10 for Expensify's overall usability reflects its strong performance in empowering individual users and streamlining core expense processes, while acknowledging that there are specific areas, particularly on the administrative or enterprise side, where the user experience could be further refined. Exceptional End-User Experience (for basic tasks).Automation & Time-Saving Features.Clear Workflow for Approvers. Why it's not a perfect 10 (areas for improvement that dock points): Limited corporate bank to choose from, limited multi-currency to pay to ( for instance, as a foreign corporatio,n i cannot pay with my US account to Israeli employees, or pay to our UK employees)
In this day and age I should not have to read a manual to understand a product. It should be intuitive to administrate and perform basic tasks. It feels like a ton of intelligence was poured into making OpenAir feature rich but no where near as much attention was given to the user experience.
Our rep has been amazing. He has built custom reports for us that have been very time consuming and difficult. Our reps are also currently looking into new submission solutions for us that we are excited about. They came up with this and recommended it on their own without me complaining about an issue. They are about our success and are very excited about the product they offer.
As an admin, I've had more contact with OA support than most. I've found their response to tickets typically timely and helpful, however many of the responses to tickets are "we will file an enhancement request" and then I never hear about it again. So not terrible, but not a very fulfilling experience.
Very knowledgeable and able to articulate how other customers configured the solution to meet their needs as well as the best practices they recommended.
We did a 3 day online remote course back in April. NetSuite prefers training to occur before migration. We went over the functionality of tool and three months later we migrated. Personally, I didn’t find it that beneficial. Certain parts of it were beneficial as they applied to me – talked a lot about invoicing capabilities that didn’t apply to me. They also have knowledge base / e-learning assets, but I haven’t referred to them
The implementation process went rather smoothly, linking it to the bank and cards was handled easily. without too many unnecessary steps. Getting the accounts setup did take some time, but that would be true with any organization. All in all things went smoothly and I was very pleased with the setup and implementation process
It went fine. Everything came over the way we wanted. In addition to migrating the current projects we wanted to migrate historical data – did that seamlessly. The finished product looked pretty good – just needed to tweak – and they helped us with that
It is definitely 10 times better than using an Excel spreadsheet. We are talking a digitized with AI type capabilities to do the work for you. It’s honestly a lifesaver. This beats manual calculations and data entry any day. Scanning 100 receipts and saving them to pdf files not only takes space on your storage but it is an extra unnecessary step
OpenAir accurately reflects changes in real-time as well as lends itself to see where a draw is at, when payment is expected and what percentage of the contract has been billed or approved to date. This helps with project billing and tracking as well as cash flow. Quickbooks lacks the ability to show progress draws, approved changes, and pending changes on a given project where OpenAir excels.
We went from paying credit card fees with no approval process to a no fees and complex approval processes.
I personally save time in not having to develop a spend report I just have my admin assistent fill in the details of the auto generated report and it is done. Went from an hour long process to 5- 10 minutes max to prepare a high quality audit ready report.
