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 (9)7.777%
- Advanced OCR (8)7.171%
- Customizable Approval Policies (7)6.969%
- Duplicate Bill Detection (7)6.767%
Reviewer Pros & Cons
Pricing
Collect
$5
Cloud
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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Expensify mobile app demo
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Product Details
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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 7.8.
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
(51-75 of 98)Companies can't remove reviews or game the system. Here's why
January 08, 2020
Easy and simple expense reimbursement
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.
January 08, 2020
Expenses made easy
Expensify is mainly by anyone in our market-facing organization. This includes all account managers (customer success), sales professionals, business development and marketing. It allows the company to easily track not only which department is spending what amount but for what function across what vendor.
January 07, 2020
Expensify will help your corporation save money and optimize expense reporting processes
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.
December 13, 2019
Take the hassle out of expense reporting with Expensify!
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.
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.
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.
November 09, 2019
It actually works!
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.
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.
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.
October 18, 2019
Expensify made tacking expenses easy!
Score 9 out of 10
Vetted Review
Verified User
We use Expensify in any department as long as they need to use their own money to make purchases while on a business trip. We have used it to go out of town for conferences to cover hotel, travel, and food costs. I believe everyone who uses it is salaried and must have their manager approve the report before reimbursement.
October 18, 2019
Great, easy to use product
We use Expensify for our expensing needs across the whole company. We are a startup in a growth stage and need a quick and easy way to do expenses across the board. There was a need for a solution that would for everyone where we could distinguish between stuff that are perks and stuff that isn't, but can be expensed.
September 14, 2019
Simplify Expensing with Expensify!
Management consulting companies often require client travel, whether to prospect new business, attend trade shows, or to visit client sites to perform work. Expensify takes the business-related travel and related expense reimbursement process and makes it very easy.
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.
June 20, 2019
Easy and professional
We have now been using Expensify for 3 years and it helps to have a professional way to manage our expenses. We used to manage expenses via Excel files, but this was not very efficient. Expensify is a safe and fast program that allows a team or a company to manage expenses.
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
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.
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.
May 20, 2019
Expensify is great and you should use it.
We use Expensify to track all of our receipts company-wide. It's an easy way to track expenses, track reimbursements, and stay organized from an accounting perspective. It's great to not have to keep track of physical receipts. Just take a picture of it and throw it away. The categories for expenses track along with our QuickBooks categories.
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.
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.
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.
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.
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.
August 28, 2018
Easy Reimbursement Tool
We use Expensify for reimbursements to employees. Team members travel a lot, and they often need to submit requests in Expensify for flights, train rides, Uber, meals, and other costs incurred while completing business activities for the firm. We then review and approve these requests and reimburse employees directly. It makes it more flexible for employees to pay for certain services on the job and then getting reimbursed as opposed to finding someone with a company card to pay for it.
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.