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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Pricing
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$5
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per month per user
Control
$9
Cloud
per month per user
Entry-level set up fee?
- 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 33)Companies can't remove reviews or game the system. Here's why
January 02, 2024
Expensify Simplifies Expenses
Score 10 out of 10
Vetted Review
Verified User
I use Expensify to submit my monthly expenses. Expensify simplifies the submission and management of my monthly expenses.
- Ease of capturing receipts
- Ease of categorizing and submitting expenses
- Accessibility of Expensify via the Web and apps on mobile devices
- Ease of managing expenses
- Foreign currencies exchange rate tied to a bank and/or credit card
- Linking of credit card to Expensify
- Grouping of monthly expense reports
Score 1 out of 10
Vetted Review
Verified User
We used Expensify to track, organize and approve our expenses related to clients and employees, and to create expense reports for clients.
- The approval flows
- The report exports
- Streamlining function between addons/modules.
- Receipt capture/uploading is sometimes buggy.
- Account management can be buggy, non-descript error messages are commonplace when trying to make changes or update information.
- Support is a Teams-like chat interface that is bot-monitored. Takes time to get in touch with live help.
- In my opinion, Support is deceptive and non-transparent regarding options related to billing.
Score 1 out of 10
Vetted Review
Verified User
We used Expensify for our expense management & corporate card platform until we found a better & more modern solution that was more cost-effective for my company and also provides a better customer experience than Expensify did for us. We are a mortgage brokerage so it is critical for us to have a system that helps manage business-related expenses for business development & loan operations purposes.
- User interface is somewhat good
- Receipt scanning was a neat feature
- System seems to be regularly updated
- In my opinion, billing policies are deceptive and inflexible.
- To me the system is clunky overall. Was hard to figure out how to configure properly
- My team were not big fans of the report submission process.
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 29, 2021
Making Expense Tracking Simpler and Pleasant
Expensify is used across all departments to manage employee expenses and reimbursements. It does the expense approval workflow as well as the storing and capturing receipts to ensure proper accounting. It makes it easier to sort and track expenses made on company credit cards. It is also used for other expenses that are not related to travel.<br><br>
- UI is easy to follow and convenient - web and mobile.
- Nice workflow for approvals.
- Uploading receipts directly from phone makes the process very convenient.
- Web based version has a lot going on and you can be distracted.
- The smartscan feature can be 50/50 at times. Perhaps they can provide more guidance on how to have a more successful scan?
We used Expensify for our entire company. We tracked all employee expenses using Expensify. It simplified our expense reporting process tremendously. It helped reduce administrative work.
- Awesome mobile app
- Very easy for employees to upload receipts
- Simplified reimbursement process
- Web experience could've been better. I preferred the mobile experience.
- Pricing model was confusing & seemed to change a lot.
- They push their products a lot.
May 04, 2021
Expensify does exactly what it needs to do!
Expensify is being used to record expenses across all our departments. It is solving the connection of expenses from employees to accountants. We have used this for over 2 years and it has really cut down on the amount of work that our team needs to do when worrying about expense reports.
- It has a Great Mobile App
- It has made it extremely easy for employees to upload receipts
- It has made it easy for employees to get reimbursed
- They could also improve on having a better expense summary report
- They could have a better web application
- Expensify could have better customer service
January 04, 2021
We've used Expensify for four years but we stopped
Score 1 out of 10
Vetted Review
Verified User
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.
March 05, 2020
Expensify for your money
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.
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
A fun and easy to use expense management tool
We use Expensify as our expense management platform, and I've been very impressed with it. It's intuitive, easy to use, and engaging. It reads your receipts and automatically inputs and categorizes your expenses, and it's really easy to submit your expense reports and get reimbursed. I appreciate that it sends reminder emails when you have a report that you haven't submitted yet.
- An easy to use interface -- it's really self-explanatory.
- AI/machine learning -- the system automatically reads your receipts and fills out your expense information, which saves time.
- Sometimes the tool can take a little bit to read your receipts and input the information. Ideally, it would be a little quicker.
Expensify is really well suited to startups and medium-sized companies I think. The branding and experience is a bit lighter and more playful than previous tools I've used at a Fortune 500 company.
January 17, 2020
A great tool for keeping track of business receipts!
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 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 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.
January 10, 2020
Easy to use Expense Management System
We use Expensify for numerous reasons:
- Reimbursement for office tools/accessories
- Reimbursement on travel expenses (meals, hotels, tickets, etc.)
- Reimbursement for meetings (prospects, partners, clients)
- Intuitive straight forward interface.
- Quick and easy to create expenses and send to appropriate managers.
- Navigating existing reports/adding to it can be a bit confusing at times.
- Search function could be a bit better.
January 09, 2020
Expensify is worth every penny
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.
December 04, 2019
Quick and Easy Expense Management
Expensify is used throughout my company for both expense reimbursements and company card transactions. It increases spending accountability while also allowing users to easily submit receipts through their accounting and payment process. The online interface is adequate, but the mobile app is probably the best feature for the typical user. You can photograph your receipts on your phone at the time of purchase and then easily upload them into Expensify when the charge posts.
- The mobile app is my favorite feature. I much prefer photographing my receipts inside the app versus scanning them and uploading them on my desktop.
- GL items are fully customizable according to the unique needs of your organization.
- Expenses automatically port into a rolling report, but you can make your own reports and recategorize expenses depending on your own personal preferences.
- You can create triggers that allow Expensify to automatically populate some of your expense details, but in my opinion, this function could do a lot more.
November 19, 2019
Expensify makes your life easier!
Score 10 out of 10
Vetted Review
Verified User
Two of our big companies have company credit cards, and we are also managing one owner's personal credit card, as well as all the employees' expense reimbursements across all companies. It allows us to easily capture expenses, generate reports, review and approve various expenses using different policies. It has a simplified cloud-based interface.
- Super easy to capture receipts, you can snap a photo of your receipt and email it to the designated email for it to post.
- Can input several receipts at the same time and drag and drop receipts to be attached to the expense.
- For some reason, attaching a receipt to the expense takes a long time and sometimes it fails.
October 25, 2019
Simplify your company expense reports with Expensify!
We use Expensify to manage all of our organization's expense reporting and expense reimbursement. It makes expense reporting a breeze and allows our users to get reimbursed for their expenses in a timely manner. For the accounting department, Expensify has made their job 1000 times easier and for our IT department, we have less problems reported as we do not have to provide support for an on-premise solution.
- Expensify's mobile application makes on-the-go expense reporting easy. Just scan your receipts from your phone and they are automatically added to your expense report.
- Users don't have a difficult time creating and submitting expense reports because the process is almost fully automated.
- Setting up policies and expense report templates is a breeze with the very friendly administration GUI.
- Expensify integrates with Okta easily for a perfect SSO solution.
- The web GUI can be a bit misleading at first. However, using it a few times, users figure out where to go. I just wish the menus were a bit easier to navigate.
- Setting up SSO via Okta did not work the first time we tried it. I had to call in support for assistance, it turned out the instructions we were using from Okta were a bit off, so Expensify had to update a setting on our account to get it to work properly.
- Customer support was a bit slow to respond to my request for help. I'd like to see a bit faster response time.
June 19, 2019
Expensify Scales w/ Hypergrowth Tech Company!
- Expensify is being leveraged across the organization as the de-facto expense tool
- It has a simple and easy to use interface that enables employees to quickly submit expenses and therefore spend more time performing their core competencies
- It has a sleek mobile app that is highly leveraged at the company
- I have leveraged Expensify for the past 5 years
- Great mobile app for snapping pictures of receipts on the go!
- Simple and intuitive user interface helps users get up to speed quickly
- Smart scan feature, which scans your receipts and auto-populates data, has a fairly high success rate
- Integrates well with other products
- Pricing is fair and flexible
- Smart scan feature is good but could be great with a higher success rate
- Smart scan feature is slow at times
- More security could be helpful for your IT team
June 04, 2019
Show me the money!
Expensify is used across our entire company for easily submitting business expenses. Regularly traveling for client meetings and events across the country means that I'm constantly submitting expenses to be reimbursed. What used to be a tedious process of sorting through receipts that got pushed to the end of the month is now easily done the first morning back in the office.
- Easy to use interface.
- Smartphone application.
- Ability to snap pictures of receipts and itemize them accordingly.
- Can't think of any cons!
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.
May 17, 2019
Solid expense reporting program
Expensify is being used across all of our departments for all charges incurred (travel, food, incentives, etc). Regardless of your position (from jr sales agent to CEO) all employees use it. It addresses the problem of keeping track of hundreds and even thousands of transactions that need to be accounted for. It's easy to use and integrates well with TravelBank.
- Easy to use. It really doesn't take any training, as the interface (both mobile and desktop), are very easy.
- Integrates well with TravelBank.
- The mobile app is excellent. It allows you to just take a picture of the receipt and easily tag the expense.
- There is a feature on the mobile version that is supposed to automatically take the information on the receipt and load it into the expense form, but it's never worked for me.
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.
January 17, 2019
Great Expense Statement Coordination Tool!
We leverage Expensify in consolidating, batching, coding, approving, and reimbursing credit card and reimbursable expense reports for individuals within our organization. The software is utilized by users across MANY departments within our organization. However, the accounting/finance department is tasked with orchestrating the process. Expensify has done a great job of moving our company away from "sloppy" MS Excel expense reports. Now, we have a convenient web-based tool which allows users to execute most necessary functions from their desktop or smart phone.
- Expensify allows a company to establish simple approval rules and pipelines. The days of remembering who approves which user's expense reports are in the past.
- Expensify allows users to easily code their expenses to the accounting department's general ledger. During implementation, the accounting team is tasked with creating a map between simple categories/description and general ledger account codes. E.g., Telephone -> 66150
- The mobile app allows users to quickly take photos of their receipts/invoices/supporting documents on the go. Our CEO LOVES the ability to upload support to the app as he is signing the check at a restaurant.
- The software downloads corporate credit card data daily. Furthermore, they mark "verified credit card transactions" with an icon that indicates as much.
- The administration has the ability to request "copilot" access to user's accounts. This allows curators the ability to help users follow best practices.
- Some users have complained that their receipts do not always upload from their mobile phone. Unfortunately, this means that the user (or the accounting department) needs to request copies of support/documentation from vendors.
- If the tool is not implemented correctly, it can lead to some nightmarish situations down the road.
- Expensify should work to add all desktop capabilities to their mobile application.