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January 04, 2021
We've used Expensify to manage our team's expenses for over four years. We mainly used it to track travel and events expenses. We like their service and depended on it for four years; however, this year we decided to end our service with them and find an alternative. This decision was primarily related to the increase in their fees and the degradation of their customer support.
- Easy-to-use interface
- Good approval process
- Supports multiple currencies
- Ability to enforce policies on expenses
- Their pricing model is very complicated and keeps changing
- Their customer service has deteriorated in the past two years
- Pushing other products, such as their credit card, on customers by preventing them from keeping their current plans unless they include and pay for the new service.
February 18, 2020
It is being used across the whole organization to manage employee expenses and reimbursements. It solves the problem of expense approval workflow as well as the need for receipts to ensure proper accounting and bookkeeping. It also makes it easier to categorize and track expenses made on company credit cards.
- Expense categorization
- Integration with QuickBooks
- Report labelling
- Automatic reminders for submissions/approvals
January 29, 2020
Our organization uses Expensify to track, manage, and approve expenses. I personally use it on my mobile app and on my computer. It's easy to use. It helps everyone stay informed about expenses and cascades the approval process through the necessary managers. It makes it convenient to track expenses on the go, including work trips.
- Receipt scanning
- Approval process
- Catching duplicate receipts
- Allowing for a visual of spend vs. budget
The entire organization is using Expensify. We use it to log any reimbursements we need as well as things the company has decided to cover for us; for example, our phone bills are covered if you're in sales, and Expensify is where I log that information every month.
- Upload images from your phone or computer (receipts)
- Alerts the financial team to approve or deny the expense
- Links with your bank account for payment
- Once you submit your expense, it is not submitted. You have to double back to your "home" and go from there actually to submit the expense.
- I do wish that as those on the team are approving finances, it would tell you if someone has looked at it. Not just say it's approved.
My company uses Expensify to manage most employee expenses that we submit manually. Exceptions include ordering from shared business accounts with the business credit card already loaded into it, like Amazon Business. Otherwise, the fully-remote company I work for provides a set budget for specific activities and office supplies, then employees submit all these expenses to Expensify for approval.
- Simple report and expense creation.
- Clear error messages with prompts on how to correct the errors.
- I can't think of any improvements! This is an excellent tool.
January 31, 2020
We use Expensify for random business expenses such as Ubering to a meeting, ordering food for the team or client, or pretty much any time we need to use our personal credit cards for something that is related to our job.
- It helps categorize business expenses really well for our accounting department.
- The ability to upload a picture as proof or additional information is huge.
- Sometimes the ability to add a picture to a report is somewhat clumsy.
- I wish you could submit a report a bit easier.
January 24, 2020
We use Expensify across the entire company for reimbursements including documentation, approval, and payment. Currently, all reimbursements are approved by one person on the operations team. In the future, we will move to a department-based approval system. It keeps all documentation in one place and expedites the reimbursement process vs. one person manually processing the payments through our banking system.
- User friendly - It's easy to get started.
- Quick and clear communication - Employees know exactly when they'll be reimbursed.
- The mobile app and web app don't have the same UX.
- Smartscan sometimes takes a while.
March 02, 2020
We use Expensify to issue payments for work-related expenses for our team.
- Disbursing payments
- Autofill via receipt photos
- Remembering expense categorizations
- Sending the expenses to be approved is somewhat confusing for new users
- Having a default expenses payer is glitchy.
December 13, 2019
Expensify allows our team to upload expenses and get reimbursed. It's a website, it doesn't require any downloads and is a quick way to create and submit expense reports. There is also a free version which is all our small company has needed for the past three years.
- Ease of use: it's easy to learn Expensify, the layout and navigation are easy to follow.
- Reminders: you can set reminders for yourself to submit reports daily, weekly or monthly.
- Uploading receipts: you can scan receipts on your phone or take pictures and attach.
- The site occasionally has a glitch where it thinks a duplicate receipt is being uploaded, and it requires deleting the expense and re-entering. This happens once every 3 or 4 reports.
- The concierge offers popups with helpful tips. It reminds me a bit of the old paperclip on Microsoft Word. Like that paperclip however, I could see it annoying some users. I haven't found the ability to turn it off.
- It's a little confusing that expenses can be uploaded and saved onto the site, or instantly uploaded for only the report you're working on. I haven't quite figured out how why I would save the receipts on the site instead of the one-time use that I've been doing.
January 23, 2020
As a consultant, I travel a great deal. I used to manage receipts the old-school way: stuff them into my pockets and hope I don't lose any. With Expensify, receipts get uploaded on the fly, get tagged to a specific expense report, and are ready to be submitted with my invoices when I need them.
- Smart scanning of receipts is a wonderful tool that saves me keystroking time.
- The ability to create mileage receipts using the maps feature makes it unnecessary to track odometer readings.
- Creating the expense rules can be a little clunky and difficult.
- Some things are difficult to find. For instance, when I needed to change the mileage rate, I had to search the knowledgebase for how to do this.
January 17, 2020
Expensify is being used company-wide and is used to streamline expense reporting and report submission both for internal costs that staff incurs for non-billable charges and for expenses that are incurred by staff that are billable back to clients. By using Expensify we can properly attribute the expenses to clients (billable) or to internal expenses client projects (non-billable).
- Collects data from credit cards.
- Collects data from bank statements.
- Multiple-project or client billing and tracking is more work than it should be.
- Help and support is a bit cloudy and not easy to use.
January 17, 2020
We are all using it because it's so easy to use. The mobile-friendliness is the key component. Most of us who do sales HATE keeping up with expenses, and the ability to use the scanning/picture functions are two of the things we like best. If we are on a business lunch, we can take the full receipt and have it scanned and be done.
- Converting pictures of restaurant receipts is a big plus.
- I can tag different accounts and clients very easily.
- I don't see the Concierege function having much use for what I do.
January 15, 2020
Our company doesn't have company credit cards, so any expenses are paid by the employee's personal credit card (although many of us purchase a card we only use for work) and then are reimbursed by the company through Expensify. The whole organization uses it. However, as an organization where a few members travel internationally for work, those traveling members use it pretty consistently and for pretty significant amounts. Expensify addresses the problem of staff getting reimbursed in a quick and efficient way (and doesn't require saving a bunch of physical receipts), and our accountant is satisfied with the legal and financial side of it as well.
- Link to credit card.
- Easy tagging for company.
- Email to Expensify can create duplicates.
- Some credit cards aren't easily linked.
January 14, 2020
We use Expensify across our entire organization for expense management, expense reporting, and employee repayment. We also have an interface with American Express that brings in all charges to each individual's expense report for company card purchases. This helps out with monthly expense reports for every employee in our organization.
- Expensify is easy to use.
- There are very few technical issues.
- It has some quirks with reading receipts.
- The phone app sometimes loses receipts.
January 14, 2020
Our entire organization uses Expensify to streamline our expense reports. We are all remote across the west coast and before Expensify, all expense reports were done in excel and e-mailed to the admin. Receipts had to then be mailed or scanned and e-mailed. This makes expense reports so much cleaner and allows everyone to expense what they need as they go or after each trip instead of at the end of each month. Some of our guys would do 3 months at a time because it was such a pain to fill out their reports. Now, they are able to do it as they go. Saves so much time!
- User-friendly.
- Nice design.
- Receipt scanner sometimes struggles.
- More categories for expenses.
Expensify is used for any business-related purchase that an individual makes and needs to be reimbursed for by the company. Sales use it the most, as we book our own travel to meet with customers, attend conferences, etc. and it is an easy way to record all of our expenses in an easy manner.
- Scans receipts.
- Creates full reports for related expenses.
- Too many options for categories of the expense.
- Does not convert currencies perfectly.
January 10, 2020
Expensify was used by my entire company, starting at the time we had 30 employees up until the time we were acquired. |
- Links up to a credit card and automatically creates receipts.
- Let's you get reimbursed for miles using a maps plugin where you can enter a starting point and final destination.
- If you chose to scan receipts the it could take a long time for them to registers.
- It didn't categorize receipts consistently on it's own.
January 09, 2020
We use Expensify to streamline the employee reimbursement process and to keep budgets in check. In the past, reimbursements would generally involve filling out paperwork and attaching physical receipts to those reports and then it would take weeks to get all the necessary managers to sign off on it. Expensify not only eliminated all paperwork, but it also gets approvals done quickly.
- The interface is pretty simple and follows general trends with SaaS applications.
- Automated workflows get approval requests in front of the necessary people quickly. This also keeps the requested up-to-date on the status of a reimbursement.
- Understanding the true workflow between uploading a receipt and submitting a report can be a bit confusing.
- The automated receipt processing doesn't always work. Many requests end up having to be manually entered.
January 09, 2020
We use Expensify for all of our internal expenses. We buy a lot of props with allotted client budgets to create our digital ad content. All of these items need to be tracked and allocated to separate client budgets. We also track all of our travel costs here for reimbursement.
- Simple, intuitive UI design (even with limited training, I was able to start using it immediately).
- Customization with lots of options on how to track your expenses and how you want to provide receipts/documentation.
- Integration with banking systems to improve expense tracking.
January 07, 2020
We use Expensify to track and handle reimbursements for all our employees, across all teams. We also use it for candidate reimbursement when we have candidates travel for on-site interviews. It streamlines the expense process and really cuts down on the time needed to process it all, so people aren't photocopying receipts or filling out spreadsheets.
- Easy to invite new users.
- Easy workflow for approvals.
- Reporting could be more comprehensive, I have a hard time pulling very specific reports when I'm trying to track costs.
January 07, 2020
Expensify is the approved corporate application for all expenses. It is used by everyone within the organization that incurs business expenses. It solves many problems through automation and integration with finance systems. It also decreases "lost receipt" issues and makes submitting monthly expense reports much more expeditious.
I travel quite a bit. Being able to snap a picture every time I get a receipt while traveling has personally been a godsend for me. I also set up inbox rules for all recurring email invoices from third-party vendors that automatically forwards the receipts to Expensify. These two features alone save me hours of work each month.
I travel quite a bit. Being able to snap a picture every time I get a receipt while traveling has personally been a godsend for me. I also set up inbox rules for all recurring email invoices from third-party vendors that automatically forwards the receipts to Expensify. These two features alone save me hours of work each month.
- Taking photos each time you incur a receipt vastly minimizes lost receipts.
- Sending monthly recurring charge receipts saves time each month.
- The ability to permanently delete old or erroneous receipts. I can only mark as deleted, but they are still in the system marked as deleted.
We are using Expensify across all departments in our company. The platform allows us to achieve compliance with our expense policy by specifying rules for each category.
- Ensuring compliance.
- Ease of use with mobile capture and auto-submit features.
- Fast reimbursements for the employees.
- Setting some rules per department would be helpful. Haven't figure that one out yet.
January 17, 2020
Expensify is being used across the organization as a way to track business expenses. Generally, capturing business expenses is a drawn-out, after-thought process, but Expensify is a user-friendly, mobile-app friendly tool that allows us to scan receipts as well as integrating with other 3rd party apps (Uber, Lyft) and corporate card reconciliation. It allows us to track business expenses easily so that we can focus on other things that drive the business.
- It provides smart scanning of receipts, and autofills line items from receipts
- Receipt integration with 3rd-party apps.
- We've had incorrect "Disputes" at times when auto-scanning.
- It's more user-friendly on the mobile app than on desktop.
January 16, 2020
Expensify has been extremely valuable to me, especially because I go into territory once a month for work. I'm able to seamlessly include Uber/Lyft receipts because of the integration and use my mobile app for other expenses. It's great and I love the push notifications when expenses have been approved!
- Parking/Taxi Expenses
- Personal Food Exepenses
January 15, 2020
We use Expensify for 2 reasons. First, it helps us track all the spending in one place. The second biggest reason is that all of our receipts are also with Expensify. This makes it really easy when we have to reconcile our statements every month.
- Scanning receipts is really easy.
- Forwarding your email receipts directly to Expensify is great since it matches up the email with the expense.
- Sometimes it's hard to navigate when there are too many expenses for the month.
Expensify Scorecard Summary
Feature Scorecard Summary
What is Expensify?
Expensify is an expense management software product, available as a cloud-service and billed as a fast and easy way to manage business expenses. With Expensify, cash and card transactions are automated. Billable time, including mileage, time, and other reimbursable expenses, are captured via its document storage system to create a clear audit trail, ensuring compliance and reducing fraud. Expensify's SmartCategorization feature allows varying kinds of expenses to be sorted according to type. Employees may be reimbursed via integration with ACH Direct Deposit or Paypal at no additional cost. Workflow and rule-based approval processes are automated in Expensify. It is mobile accessible and supports integration with many commonly used accounting programs. Expensify supports domain control, tracking all activity within a particular domain, and automated GL mapping for better workflow and compliance.
A free version is available for individual users. Two paid tiers are also available, one at $5 per user for the Team tier, billed as adequate for "non-profits, church groups, student groups," and the like, and a $9 dollar per user Corporate package, which contains the most sophisticated features and is meant for use by administrators at companies. "Users" are persons who have edited expense data with the software in a given month. No other costs are incurred but this. Expensify offers support for integration via workshops and training videos, and 24-hour email support.
Categories: Travel Management, Expense Management
Expensify Integrations
Expensify Competitors
Expensify Pricing
Starting Price: $5
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Does not have featurePremium Consulting/Integration Services Available?No
- Entry-level set up fee?No
| Edition | Pricing Details | Terms |
|---|---|---|
| Track | 4.99 | Per Month (Free for 25 SmartScans per Month) |
| Submit | 4.99 | Per Month (Free for 25 SmartScans per Month) |
| Collect | 5.00 | Per User Per Month with Expensify Card with Pay-Per-Use Price of $10 per User per Month |
| Control | 5.00 | Per User Per Month with Expensify Card with Pay-Per-Use Price of $18 per User per Month |
Expensify Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | No |