Expensify

Score9.1 out of 10

595 Reviews and Ratings

What is Expensify?

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.

Categories & Use Cases

Media

Screenshot of the dashboard used to manage expenses, book travel, reimburse employees, and create expense reports.

Screenshot of corporate cards. The Expensify Card offers cash back on every US purchase.

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Screenshot of the dashboard used to manage expenses, book travel, reimburse employees, and create expense reports.

Employee Expense Reporting
Allows companies to track employee expenses to make cost-effective decisions.
Category average: 8.7
Payment Audit Trail
Allows admin users visibility into the entire payment process, from receiving the expense claim or invoice to the payee receiving payment.
Category average: 8.6
Corporate Card Reconciliation
Allows companies to reconcile employee expenses with company card statements.
Category average: 8.5

Financial Document Management
Invoices, expense reports, and associated documents are stored within the platform for any future needs.
Category average: 8.6
Duplicate Bill Detection
Detects duplicate invoices or expense reports to prevent double payments.
Category average: 8
Advanced OCR
Automatically imports information from invoices, receipts, expense reports, and other scanned documents into the platform.
Category average: 8.3

#1 most frequent

Professional, Scientific, and Technical Services

23.2%

517 installations of 2,231

“Employees submit expense reports to the HR administrator who quickly reviews and allows for work-incurred expenses to be taken onto the company's expenses instead of placing the burden on the employee.”
— Staff Auditor, Henderson & Pilleteri (11-50 employees)

#2 most frequent

Information

17.1%

382 installations of 2,231

“I just LOVE how it makes the task easy and fast--including currency conversion, tips, car miles calculation...”
— SVP, Worldwide Sales, BlueZoo, Inc. (1-10 employees)

#3 most frequent

Manufacturing

11.8%

263 installations of 2,231

“The auto scan feature is handy, I can quickly upload a receipt so I don't forget and then come back later and check that all the details are correct.”
— Purchasing Coordinator, Seattle Cider Company (11-50 employees)

Pros

Streamlined expense submission and reimbursement processes
Intuitive user interface and overall ease of use
Efficient receipt management, including easy uploading and tracking

Cons

Inconsistent speed and accuracy of receipt scanning and data extraction
Occasional need for manual double-checking of SmartScan results
Mobile app usability issues, including menu clarity and responsiveness

Chris Ball

Parts Manager in Product Management at StormWise Auto Body Shop (1-10 employees employees)

Use Cases and Deployment Scope

We use Expensify to track our expenses as an Auto Body Shop. Everything from shop supplies to parts to fees to bills is covered under the broad umbrella of Expensify. I am able to keep everything in order and search by any number of various factors. It even helps to remind me if I double anything up by accident.

Pros

Itemizing expenses.
Search fields and criteria.
Fast responses and excellent customer service/ trouble shooting help.
Easy to understand and follow instructions for all application uses.
Mobile device capability.

Cons

Sometimes the server is down for several minutes or longer during key processing times. Less of that would be swell.
Do away with the redundancy between individual expense and full on reports.
Don't demand 3 examples of criticism.

Return on Investment

Helps us better track over/under.
Brought returns and small hit losses back to acceptable levels.
Is not run by C Montgomery Burns

Usability

Guilherme Hahnemann Hahn View profile

Delivery Manager in Information Technology at o9 Solutions (5001-10,000 employees employees)

Use Cases and Deployment Scope

I have been using Expensify since my Day 1 at my company and I have no complains and just good feedback to say about this trustworthy platform. All my reimbursements and other travel and expenses is solely provided and a reported under Expensify. I can say that everyone should at least have a try and note how important a dedicated platform like Expensify is important for small, medium and large companies.

Pros

Travel and Expenses
Reports
Airfares and Hotel bookings

Return on Investment

Time and Efficiency
By having such a good platform, users feel comfortable about feeding the platform with the right information and receive back on time

Usability

Other Software Used

o9 Solutions, Workday Platform, Microsoft 365, NetSuite ERP

Stacey Harvey View profile

Medical Device Account Manager in Sales at Theranica (51-200 employees employees)

Use Cases and Deployment Scope

I am an outside sales account manager. I use Expensify for submitting work reimbursement expenses.

Pros

EASY TO USE.
Love the simplicity - words, interacting.
I have been working professionally for 35 years, and Expensify is the most intuitive reimbursement software I have ever used.
Quick turnaround between end users (sales reps) and the company admins.

Cons

I have no examples, as Expensify is the best reimbursement program I have used in my 35 years of professional work.

Return on Investment

POSITIVE IMPACT - I have a ton of work-related expenses & Expensify is the best software I have ever used!!!!!!!!!!!!!!!!

Usability

Alternatives Considered

SAP Concur

Other Software Used

S4 for Salesforce, Metronome

Ana Boyero View profile

Software developer in Engineering at Thoughtworks (10,001+ employees employees)

Use Cases and Deployment Scope

We use Expensify to reimburse expenses. You submit the receipt and expense details, and then the company pays you back. We can use it to buy books or conference tickets, as well as to cover restaurant expenses during client meetings.

Pros

Uploading payment information and receipts
Automating the process of reading receipt data
Organizing the type of payment.

Cons

An option to save 'favorite' or frequent categories/merchants, since we typically submit the same types of expenses.

Return on Investment

Time Efficiency: It significantly reduces administrative work by allowing employees to scan and submit expenses in seconds rather than manually filling out spreadsheets.
Faster Reimbursements: in less than a month you get your money back
It keeps business travel and client entertainment expenses organized in real-time while minimizing human error in categorization.

Usability

Alternatives Considered

Navan

Other Software Used

Trello, Google Calendar, Google Drive

Ambika Me

Software engineer in Engineering at Datadog (5001-10,000 employees employees)

Use Cases and Deployment Scope

We used Expensify to process reimbursements for company-related travel expenses. We are a company of roughly 8000 people. People on Teams usually use Expensify to track receipts and company spending while traveling for business. Expensify is also used to reimburse other out-of-pocket expenses the company covers, such as team swag, conference or event expenses, or other miscellaneous expenses.

Pros

Splitting receipts among many people.
Automatically detecting the amount from a receipt.
Automatically detecting the currency from a receipt.

Cons

It'd be nice if it were easier to upload a large number of receipts at once.
Rather than texting images and converting their formats, it would be easier to input multiple image formats.
Being able to directly upload images from an iPhone to an app would be much easier.

Return on Investment

For all, it's been much better for the company.
I think it has made it easier for folks to travel for work without needing credit cards.
Makes it easier to split bills among several teammates.

Usability

SAP Concur

Brex

Microsoft Excel

Expensify

What is Expensify?

Categories & Use Cases

Media

Expensify Key Features

Top Performing Features

Employee Expense Reporting

Payment Audit Trail

Corporate Card Reconciliation

Areas for Improvement

Financial Document Management

Duplicate Bill Detection

Advanced OCR

Most Frequent Users

Professional, Scientific, and Technical Services

Information

Manufacturing

Expensify Reviews

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Expensify Alternatives