Great product: easy to use and efficient!
I use Expensify to track my expenses and produce my expense account. Love the app as I am often on the road and I can upload quickly and …
Starting at $0 per month
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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.
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Popular Features
- Employee Expense Reporting (10)7.777%
- Customizable Approval Policies (8)7.171%
- Advanced OCR (8)7.171%
- Duplicate Bill Detection (8)6.969%
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$5
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per month per user
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$9
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per month per user
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- No setup fee
For the latest information on pricing, visithttp://use.expensify.com/pricing
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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What is Expensify?
Expensify helps users to save time on expense management whether they are self-employed, starting a small business, scaling a startup, or managing a global enterprise company.
Here are just a handful of its capabilities:
Here are just a handful of its capabilities:
- Scan receipts - a photo can be snapped of any physical receipt and Expensify's SmartScan technology transcribes the details. Digital receipts can be forwarded to receipts@expensify.com or an integration can be used for automatic scanning.
- Mileage tracking - log trips in miles or kilometers for tax purposes or for reimbursement.
- Import cards - corporate cards can be synced with Expensify for full visibility into company spend, automatic receipt matching, and reconciliation.
- Expensify Card - the Expensify company credit card offers up to 2% cash back, 50% off your Expensify bill, realtime alerts, spend limits, admin controls, and more.
- Submit expenses - expense rules can be set to code everything automatically, and reports can be scheduled to submit on a custom cadence.
- Approve reports - one or more layers of approval can be set up and Guided Review enables users to focus on risky or outlier expenses.
- Employee reimbursement - teams can be paid in as little as one business day, across town or around the world.
- Bill payment - capture details from vendor bills for automatic approval and payment.
- Invoicing - create and send invoices, collect payments, and sync with accounting software.
- Travel booking - book flights, hotels, and cars in a simple chat with Concierge.
- Accounting sync - major accounting packages including QuickBooks, NetSuite, Sage, and Xero can be connected.
Expensify Features
Expense Management Features
- Supported: Employee Expense Reporting
- Supported: Corporate Card Reconciliation
Payment Management Features
- Supported: Customizable Approval Policies
- Supported: Financial Document Management
- Supported: Payment Status Tracking
- Supported: Payment Audit Trail
- Supported: Duplicate Bill Detection
- Supported: Advanced OCR
- Supported: Electronic Funds Transfer
- Supported: PCI Compliant Security Measures
Expensify Screenshots
Expensify Video
Expensify mobile app demo
Expensify Integrations
Expensify Competitors
Expensify Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Mobile Web |
Expensify Downloadables
Frequently Asked Questions
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.
Expensify starts at $0.
Reviewers rate Payment Audit Trail highest, with a score of 8.
The most common users of Expensify are from Mid-sized Companies (51-1,000 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Expensify is a versatile expense management software that solves the problem of tracking and managing employee corporate expenses. Users appreciate its ability to connect with corporate credit cards, simplifying the process of reporting transactions and providing crucial details and receipts. This feature is particularly useful for consultants who frequently travel, as it enables them to easily upload and tag receipts to expense reports. Expensify is widely used across organizations to record expenses across all departments, addressing the issue of expense approval workflow and eliminating the need for physical receipts. Additionally, the software streamlines the reimbursement process, eliminating paperwork and keeping budgets in check. Users commend Expensify's simplicity and efficiency, making it highly recommended for its seamless integration with travel software and other finance systems. It is commonly leveraged by sales teams for recording travel expenses and customer meetings, allowing for accurate job costing and client budgeting. The platform's interface is intuitive and user-friendly, with a sleek mobile app that receives high praise from users, especially frequent travelers.
Email Receipts: Users appreciate the ability to email receipts directly to Expensify as it matches up the email with the expense and makes capturing receipts with OCR awesome. This feature is highly praised by many reviewers for its convenience and effectiveness in keeping track of expenses.
Manual Creation of Expenses: The option to manually create expenses is seen as easy and straightforward by users. They can enter expenses, choose categories, input amounts, and submit them effortlessly. Many reviewers have found this feature user-friendly and efficient.
Automatic Expense Creation based on OCR: Users find the automatic creation of expenses based on optical character recognition OCR to be a time-saving feature. The system reads receipts and automatically fills out expense information, which has been appreciated by several reviewers for its efficiency and accuracy.
Cons:
- Quality Issues: Some users have experienced quality issues with the product, including defects and malfunctions. Several reviewers mentioned that the product did not meet their expectations in terms of durability and craftsmanship.
- Lack of Features: A common complaint among users is the absence of certain features in the product. Many customers have expressed disappointment over the lack of key functionalities that are commonly found in similar products on the market.
- Poor Customer Service: Several reviewers have reported negative experiences with customer service. Users have expressed frustration over long response times, unhelpful support staff, and difficulty in resolving issues or obtaining refunds.
These cons represent a subset of user opinions and should be considered as potential areas for improvement rather than definitive statements about the overall quality or performance of the product.
Users have made several recommendations for Expensify based on their experiences with the tool. The most common recommendations include using Expensify to manage expense reimbursement plans for teams of any size. Users find Expensify to be a useful tool in efficiently managing and streamlining the process of reimbursing expenses. They appreciate the features that help them easily track and submit expenses, as well as the ability to set up policies and guidelines for spending.
Another recommendation is to use Expensify to separate personal and business spending for tax purposes. Many users find this feature helpful in accurately reporting and tracking their finances for tax purposes. It simplifies the process of identifying and categorizing expenses, saving time and effort.
Additionally, users recommend Expensify for its functionality in keeping them updated on mileage reimbursement changes. They also appreciate being able to set spending policies within the tool, which gives them better control over budgeting and expense management.
In addition to these recommendations, some users suggest utilizing the Expensify credit card, which provides an almost automatic reimbursement process for approved expenses.
Attribute Ratings
Reviews
(1-25 of 36)Companies can't remove reviews or game the system. Here's why
March 04, 2024
Save Yourself A Lot of Time!
Score 10 out of 10
Vetted Review
Verified User
I have been using Expensify for several years. When I was in a corporate environment, it was mainly to track expenses while traveling and aid in submitting an organized report to the corporate systems. Since starting a small business, I have used it to track expenses throughout the year to make taxes easier.
- Automatically reads receipt emails and converts them to expenses
- Loads expenses from company credit card
- Allows me to set up rules to organize expenses as they come in
- Some analytics would be helpful when reviewing at year-end
- Entering multiple similar expenses has improved, but could be made easier
- Consolidating duplicates from different sources such as email and credit card, can be confusing
January 08, 2024
Easiest to use expensing software ever!
I use it to report and get reimbursed for my monthly expenses - this includes, travel, software licenses, subscriptions, hardware, fees, etc. As an international contractor, I do have common expenses that my company reimburses me for.
- Ease of use
- Agility - I can quickly submit my expenses
- The experience on mobile is at parity to desktop
- I can scan my receipts and not have to worry about filling in information manually
- Make it easier to submit multiple receipts/files in one expense
- Often times I get a warning that the value of a receipt doesn't match what I manually I inputted. So making Smart scanner a little smarter, essentially.
- It would be fun to see stats about my expenses
June 30, 2023
Expensify does not equal simplify
Score 1 out of 10
Vetted Review
Verified User
I use it to reimburse employees for their business-related expenses.
- It syncs to QBO well
- It's easy to reimburse employees timely
- It's easy to split expenses between departments
- Smart scan fails too often.
- It would be great if there was a REQUIRED date of purchase AI recognition.
- It would be helpful if employees could have designated departments/classes so the expenses would automatically code to the correct department.
- As an admin user adding approvers to new users seems cumbersome and error-ridden. When I try to add approvers to new employees, often times, the field is blacked out or not even an option.
- It would be great if we could easily deactivate users without going through multiple steps.
- I would like to be able to delete reports from the inbox that are old/and not correct instead of having to request the submitter to do so.
- I can hardly see the buttons on the filters in the inbox and the expenses list.
- It would be nice to be able to filter by approver.
- I don't like that user names aren't uniform. Why do some users have their email address as their username, and some people have their actual name (First and Last).
November 25, 2021
Expensify makes expense reporting easy and a little fun
Expensify allows our team to quickly enter expenses on their website. It solves the problem of having to submit expense reports manually or having to save receipts. You can save receipts on your cell phone and send them to Expensify or upload them when you are submitting reports. It's easy to use so it requires little training or setup time.
- Submitting expenses. It's easy to enter an expense, choose a category, enter the dollar amount and submit it. That's about it.
- Uploading receipts. You can send receipts to Expensify from your phone, or upload them from your computer.
- Entering hours worked. It's simple to move from expenses over to timesheets to submit the hours that you've worked.
- Keeping their political opinions out of it. I shouldn't be emailed and told to vote for a certain candidate like they chose to do before the presidential election. I didn't sign up for Fox News or CNN.
- Uploading duplicate charges. Duplicate charges are flagged, but sometimes I have multiple expenses for the same dollar amount and the same company. To get around this, I change the cents a bit ($19.99 for one and $20.01 or another).
- Every once in a while it gets a little buggy when uploading a receipt, and I have to press the back button and start again. This is pretty rare though.
May 03, 2021
Expensify - easy to use
Expensify is used by our organization for expense report management, integrated with our accounting ERP system, Intacct. It allows our mostly remote team to submit expense reports paperlessly and makes approval and reimbursement very easy.
- Picture receipts
- user friendly
- easy approval process
- It cannot filter out projects by status so even closed out project still appear available for employees to charge expenses to
- They push their Expensify card on the users
- They are expensive and raising prices
February 18, 2020
Expensify Makes Expenses Easy
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
Solid Tool for Expense Management
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
January 24, 2020
Truly automates expense management
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.
January 23, 2020
Expensify is a time and money saver
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 18, 2020
Good expense submission and reimbursement tool for small and medium-sized businesses
Expensify is being used across our organization to manage expense submissions, it is connected to our Netsuite account and there is a multi-step approval through managers and finance before our expenses are being reimbursed. It allows employees to submit expenses, managers to approve them, and the finance team to reimburse once approved.
- I like that you can set up rules for common expenses like cell phone reimbursement so you don't have to type the same thing each time.
- You can sync to your bank accounts to automatically pull in transactions.
- Most of the time, the smartscan feature fails or freezes for a long period of time on mobile and I have to enter things manually.
- I can't choose to submit my expenses to different people (only my manager), example if I incurred expenses from a different department head I can't send to them for approval.
January 16, 2020
Love it! Ideal for Sales People!
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
Make your life easy and your users happy
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
Simple, easy, hassle free expense reports
My company is not using it at the corporate level. I've recommended to my coworkers and most of us use it personally to track expenses, then manually send to the finance department.
- Capturing receipts with OCR is awesome
- Ability to forward email receipts, particularly for travel reservations, is great
- A more robust way to export to a xlsx format would be helpful
- Syncing credit card records when you login would be helpful rather than having to manually do it
January 10, 2020
If Expensify were a person you would ask it to marry you
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 10, 2020
Perfect Tool for Employee Reimbursements
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.
October 21, 2019
Expensify Review
Being used to log and submit all work related expenses either though our desktop computers online or via our company mobile phones. The ease of using the mobile app is extremely useful especially when traveling. Great functionality in terms of capturing digital images for receipts.
- Manual creation of expenses
- Automatic creation of expenses based on OCR
- Ease of submitting via app
- Clunky messaging tool when expense report needs re-visiting.
- Not clear why expenses returned.
- Lack of notifications for returned expenses.
July 18, 2019
Expensify Saves time and money
We use Expensify across our entire company to manage employee reimbursements (i.e. per diems and mileage for field team) and to manage company credit card transaction reporting for all employees. With over 50 employees in multiple states on multiple projects using the company card for hotel and travel costs we are easily able to ensure all receipt and all job costing occurs weekly for every employee and ensure every employee is reimbursed within a week for all approved travel expenses.
- Sync with corporate credit card account so that every transaction appears in Expensify requiring receipts and job tags
- Simple and organized use for employees via mobile app
- ACH reimbursements
- Does not sync with Quickbooks desktop well. We had to move to manual import of job data and manual export of all financial data.
June 03, 2019
The modern approach to expenses for professionals with a powerful mobile app experience!
Our team travels a lot, usually twice a month to meet with clients and such. We use to do expenses by entering line items into an Excel form and manually submitting these for approval by our manager and then to finance for reimbursement. Since bringing in Expensify, my time spent doing expenses has been significantly reduced and it actually made it this task an enjoyable experience. First off, the mobile experience is clean and powerful. I now enter expenses on-the-go by using the app's built-in camera function to snap a picture of the receipt and using the "SmartScanning" function which uses an OCR-like software to read and complete the expense fields from the receipt. I've found it to be very accurate and I've rarely had to adjust any of the auto entries. Another great function of the app is the ability to generate a receipt for mileage by selecting two points on a map and letting it calculate mileage. Between the "SmartScanning" or receipt and automated mileage entries, this alone makes Expensify the tool to have to bring your expenses into the 21st century. The web portal is also very easy to use but I am mostly a mobile user.
- Powerful mobile experience, truly designed for professionals on the go. The mobile app isn't just a data entry tool, it scans receipts, generated mileage receipts and manages expenses. You can also do it all from the app, from creating reports to submitting them for approval and seeing the status of your reimbursement.
- The interface on both mobile and the web is clean, well laid out, easy to use and a breeze to navigate. My team and I needed zero training on how to use this, it is THAT simple. I tend to have several expense reports going at once and they need to be segregated as they're billed back to clients, the ease with which I can classify my individual expenses is a great timesaver.
- The help feature within the app is easy to use, articles are available through a built-in search and you can also start a conversation with support.
- The OCR algorithm for the "SmartScanning" isn't always right and it seems to make the same mistakes, I wish it could learn from user corrections.
- When entering receipts manually or through "SmartScanning", I ALWAYS have to enter my department although it never changes. I wish I could set this in my profile and have it entered automatically into every receipt.
- The app and web interface should allow for 2FA given the confidential nature of the information stored on their systems.
At Numerify, we use Expensify to log all expenses, from entertaining clients, to transportation, to travel related meals, and more. We also use a travel booking software, which has seamless integration with Expensify so that all of our airfare and hotel expenses automatically sync with Expensify, which makes it very convenient.
- Ease of use of the mobile app with push notifications that keep you updated on the status of your expense report(s).
- Direct integrations with travel booking software that automatically pulls those expenses into the Expensify app.
- The receipt reader that allows users to take a picture, and the data is extracted into Expensify.
- The receipt reader sometimes can't automatically put the expense in the correct category, as each company categorizes expenses differently.
- Sometimes you'll receive an error alert, but it doesn't specify why. This is usually related to your company admin's settings, however.
- If you accidentally press the + sign sometimes, it creates an additional report where you can't delete the report on the app and have to do it on the web page.
For a company without corporate credit cards, we use Expensify across the whole organization so individuals can make purchases on their own and expense them thereafter for reimbursement.
- Their web and mobile interface is incredibly easy to use, stable and makes uploading invoices a breeze.
- I especially love their mobile app because you can snap a photo of your receipt and Expensify will auto-fill the amount and details of that expense.
- Expensify is stable and I've never experienced a prolonged downtime while using it over the past six years.
- Nothing. Filing expenses is never a fun thing, it's a menial task. Expensify makes it somewhat enjoyable, all things considered.
October 29, 2018
Expensify, simplify your expense reports.
Expensify is used across the company. It directly addresses the problem of managing expenses including categorization and ensuring that receipts are attached.
- Excellent mobile app makes scanning new receipts quick and easy.
- Relatively flawless smartscanning reduces the need to manually enter data for receipts.
- Centralized rulesets allow enforcement of company policy.
- Managing multiple expenses at once can be slow and cumbersome
- Occasionally, the receipt images are lost.
- Web interface can be sluggish at times.
August 21, 2018
Is Expensify better than Concur and ExpensePoint?
I have used Expensify for years to track my own business expenses. I also used it as a contractor for a consulting firm. Contractors would record expenses for engagements and submit weekly expense reports. It made expense-tracking and reporting extremely easy.
- You can record an expense as quickly as you can snap a picture on your phone.
- Submitting an expense report requires very little effort.
- All receipts are kept in one place.
- The user interface is very intuitive.
- Sometimes the receipt scanning can take a while to complete, and hard-to-read receipts may require some manual input.
April 04, 2017
Expensify is great!
Expensify was used to automatically upload expense reports. I was in the process of implementing the system so that the entire company would use the product instead of manually handing in paper copies of expense reports.
- Automation
- Phone Pictures of Receipts
- Quickness
- Not always accurate
- App needs work
- Pictures not always clear
Currently, I use it for my corporate credit card tracking. I am currently the only one in my department that is using Expensify. It solves so many "On the Go" accounting problems. For most people, their receipts and budgets/accounts are either paper, on a computer or some combination of the two and Expensify allows me to take it on the go and make edits and track while I am not in the office.
- Expensify allows you to photograph receipts and logs them as expenses while automatically pulling vital info from the receipt such as place of purchase and total spent.
- Using the data and expenses already entered, Expensify creates reports and you are able to customize the reports based on which expenses you want to include on that specific report.
- It can automatically email or add items or expenses to your email. You have the ability to sync Expensify and integrate it with other software and productivity programs.
- It has a GPS tracking option for tracking mileage for expense reports. The GPS functionality seems a little unreliable, I would rather use the odometer option or distance option although not as "high tech" it just seems to work better.
- On the time tracking piece I would like to see more filters and criteria options to be filled out.
February 28, 2017
Expensify delivers, but leaves freelancers out of the mix
First, for the sake of full disclosure as a solopreneur I alternate using Expensify along with another expense tracking act. The reason for this is that there is no one like policy that I have to follow in order to submit my reports to various clients. However, I have been engaged by clients who use this app which makes it easier for me to submit expenses for reimbursement.
By that same token, several past and current clients have cumbersome or virtually non-existent expense reporting systems. Consequently, I have suggested that they take a look at Expensify to help them solve their needs in this area.
By that same token, several past and current clients have cumbersome or virtually non-existent expense reporting systems. Consequently, I have suggested that they take a look at Expensify to help them solve their needs in this area.
- The first thing that I believe Expensify does well is that it offers a very friendly user experience on the desktop version and if you're new to the app, the free version allows the user to give it a complete test run. The simplicity of it all makes it easy for a user to navigate the site and input the necessary information.
- Secondly, not only does Expensify allow you to keep a handle on your expenses, it also keeps you abreast of miles traveled and time worked on a project as well as syncing your info with select CRMs.
- Another plus is the pricing model is not only very straightforward, but it's based on how many people actively use the system. The ability to add a credit card for importing works well and adds to the app's functionality.
- The smartscan is really cool and easy to use.
- As a solopreneur, I would like to see a version geared toward freelancers that avoids all of the policy, employee and administrator designations. While I'm extremely high on Expensify as a software for multi-employee companies that have some bureaucracy, it's a lot more than freelancers need or want.
- While I like some of the integrations, I think that they are missing the boat on some like Quickbooks for Self-employed, FreshBooks, and TripIt to name a few.
- The need to manually export data on the desktop is a little of a turn off.