Expensify

I originally started using Expensify because I needed a fast way to scan receipts and automatically convert foreign currencies to euros. As a frequent traveler for work, I’m constantly dealing with expenses in different currencies and exchange rates, and doing those conversions manually is a headache. Expensify has made that process much simpler. I can scan a receipt; the amount is captured automatically, and the currency conversion is made right away in clear expense reports that I attach to client invoices. They often comment on how professional they look.

• I've saved a lot of time collecting receipts.
• I've saved a lot of time filing taxes.
• I've saved a lot of time converting currencies.

Jortt

Our company uses Expensify for our Petty Cash spending. Multiple employees have cards, all drawing from the same bank account. It's handy to have a bigger spending limit per card, as well as the automatic receipt generation for several types of purchases. Also, the repeated reminders to upload the receipt for larger purchases are a lifesaver. We have several employees who have historically thought of receipts as unnecessary paperwork, leading to accounting hounding the employees for receipts or spending time asking vendors to email missing receipts. This has led to discontent between departments. Initially, adding the new system created an organic change in procedure requirements that employees could understand but not take personally. Now, Expensify automatically does the "hounding," so forgetful employees no longer have a person to be mad at. When a card is lost or compromised, the ability to turn off a card and order a new one is very smooth. While waiting for the physical card to arrive, it is nice to still be able to use the virtual card. Altogether, I would recommend Expensify, especially for smaller businesses where all the employees know each other.

• Employees know we are able to see their spending in nearly real time - reducing questionable/vague purchases.
• Accounting labor has gone way down, in reconciliation, fixing coding errors and in hunting down receipts.
• General employee labor has gone down as cards are no longer being rejected at the register, and spending limits are higher.

Expensify is used for all expenses in our org; sales travel, cell phone expenses, receipts for trade shows, etc. All of the expense rules created by the corporate accountants to limit expenses are taken into account. Over the max for your cell phone bill? The system will tell you. Any exception is noted. When traveling, we simply track expenses directly in Expensify before submitting at the end of the trip. Photos of receipts are OCR'ed into usable submissions. Easy.

• Faster and more accurate expense tracking.
• Easy to track expense per cost center.

IBM AIX

Microsoft 365, CoPilot, Microsoft Teams

Remote expense management for International Selling organization. Expensify allows us to organize and manage our expenses across several continents in collaborative and easy to work with system. The ease of use and intuitive nature of Expensify makes expenses so much easier to take care of and eliminates the felling of dread one used to have before compiling a month's expenses or those for a complicated international trip. A pleasure and improvement over all other expense techniques and applications that I have worked with and therefore I strongly endorse it.

• Improved my efficiency and reduced time to manage expenses by 50%
• Improved confidence in expenses reporting
• Improved my feelings about managing my expenses

Zoho CRM, Microsoft 365 and Excel Compare

Salesforce Data Cloud, Microsoft Teams, Google Workspace

I use the Co-Pilot function as an accountant and tax preparer. My clients use Expensify to create reports for reimbursements, quarterly expenses, and to store receipts digitally. This lets them save on storage and paper by prioritizing digital receipts. The ease of use, especially for the mobile apps, allows users to submit receipts in real time. None of my usage has used the expense claim tool, but I see that as a tool with high value.

• Positive impact is the time saving and efficiency of this tool. One of my clients has saved hours each month and is better able to focus on his business instead.

Dext and Ramp

QuickBooks Online, Drake Tax