Skip to main content
TrustRadius
Expensify

Expensify

Overview

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.

Read more
Recent Reviews

Save Yourself A Lot of Time!

10 out of 10
March 04, 2024
I have been using Expensify for several years. When I was in a corporate environment, it was mainly to track expenses while traveling and …
Continue reading

Highly Recommend!

10 out of 10
February 22, 2024
Incentivized
I use Expensify to manage my expenses, primarily travel, client entertainment, subscriptions, etc. I've worked in sales / business …
Continue reading

Expensify Simplifies Expenses

10 out of 10
January 02, 2024
I use Expensify to submit my monthly expenses. Expensify simplifies the submission and management of my monthly expenses.
Continue reading

TrustRadius Insights

Expensify is a versatile expense management software that solves the problem of tracking and managing employee corporate expenses. Users …
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 9 features
  • Employee Expense Reporting (6)
    7.6
    76%
  • Advanced OCR (6)
    7.0
    70%
  • Duplicate Bill Detection (5)
    6.6
    66%
  • Customizable Approval Policies (6)
    6.5
    65%

Reviewer Pros & Cons

View all pros & cons
Return to navigation

Pricing

View all 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

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
Return to navigation

Product Demos

Expensify mobile app demo

YouTube
Return to navigation

Features

Expense Management

Expense management features

6.6
Avg 8.0

Payment Management

Features that allow for the management of payments across various forms of finance/accounting software.

6.5
Avg 8.0
Return to navigation

Product Details

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:

  • 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

Screenshot of the Expensify financial management app for expenses and corporate cards.Screenshot of The Expensify Card, which offers up to 2% cash back and 50% off the monthly Expensify bill. It includes realtime alerts, spend limits, and auto-reconciliation.

Expensify Video

Expensify mobile app demo

Expensify Competitors

Expensify Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web

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.

Microsoft Excel, SAP Concur, and Brex are common alternatives for Expensify.

Reviewers rate Employee Expense Reporting highest, with a score of 7.6.

The most common users of Expensify are from Mid-sized Companies (51-1,000 employees).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(379)

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!

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:

  1. 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.
  2. 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.
  3. 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

(76-94 of 94)
Companies can't remove reviews or game the system. Here's why
G.I. Sanders | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our entire company uses Expensify (all departments and virtually all employees). I've never heard anything negative about it. Everyone loves how easy it is to track and submit their expenses. It solves a number of issues for us. It simplifies the process of categorization, receipt tracking, and ties it all together in reports that are easily managed and approved by our managers.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Expensify was being used organization-wide to track employee expenses. Our business, especially in the marketing department, required a lot of travel and last-minute expenses. Having a seamless expensing system was crucial. Expensify has an easy to use interface and made it really simple to import receipts by connecting your card.
June 20, 2016

Give it a try!

Kiara Bynum | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Expensify was the primary tool used to organize, submit, track and reimburse expenses incurred by the entire organization. Prior to the adoption of Expensify, the organization had a manual, Excel-based system of tracking expenses (the team had to fill out an excel spreadsheet, copy and attach all of their receipts, then email the entire file to someone on the finance team). Expensify was adopted by the entire organization (including a team of over 50+ independent contractors that incurred an average of $10,000 each month in reimbursable expenses) and simplified the process tremendously.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Expensify is being used across the entire organization. Currently, employees outside the finance and accounting team specifically use Expensify for expense reporting and reimbursement requests. The finance and accounting team uses it to process expense reports and reconcile corporate credit cards and maintain records of receipts for credit card transactions. It does an excellent job of record-keeping in an organized fashion (linking a transaction to a specific line item in a credit card statement or expense report, for example). By eliminating the need for paper expense reports and receipts, we have streamlined our processes and we have been able to reduce lost/misplaced expense information by 90%.
Vlad Merson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Expensify throughout the whole organization. It is used by employees and managers from all departments. Expensify is used for two main purposes: 1) By employees to submit reimbursable expense reports 2) By managers to submit business credit card reports with receipts and description of expense to help the finance department book everything correctly in the accounting system and stay compliant with the IRS guidelines.

Expensify helps us stay paper free and saves a lot of time for both employees, managers and accounting staff. It also helps us to keep accurate records of our business expenses, with receipts and descriptions.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
As a whole, Expensify is the most user-friendly Expense platform I have ever used. I started at a company that simply used Netsuite's expense module and it was a nightmare. It was very difficult to audit the receipts against the charges - we would need to click on each uploaded document and compare them to the charges. Most times, all receipts were scattered/lumped into one large file where I was tasked with an seemingly endless "Where's Waldo" search. However, at my next company, I was introduced to Expensify. From a users standpoint, it is extremely easy to use. I always encourage new users to download the mobile version. For each expense, you simply snap & key in some info, and toss the receipt. Both at a previous company and at my current company, Expensify has been used throughout the whole organization.

From an administrator's perspective, Expensify management is easy. You can add/remove users with a click of a button. It would be great to have a button which allows all "Policies" to be updated rather than having to go to each and clicking "sync" for each policy. Also, it would be great to a more seamless method to add individuals to access multiple policies. Expensify expense review is quick and easy. With a click on the right button, the receipts info is clear and readable. If not, I can easily add a comment that will notify the user to review. it would be great to be able to comment on a line comment box within the report so that users can easily reference the issue and resolve the issue. Also, rules can be set up so that a person cannot submit without some necessary details or they can be flagged. Additionally, managers/expense report approvers do not appear to have any major concerns/issues with the approval process either. Perhaps, one the best features is that changes have a clear audit log with timestamp, making it ideal for audit purposes.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Expensify was being used/and was required to be used across the whole organization. Most users were using the app on their phones as well. Over all of the years of expense reporting, this by far is the best application I have used. Many other coworkers would say the same. The simplicity of the program made our reporting quick and brainless. Will continue to recommend to others.
Michael Freeman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We used Expensify across the whole company to track and manage expenses. It makes it quick and easy to capture expenses and close out my monthly expense reports.
March 27, 2015

Expense with Ease

Colin Tan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Expensify is being used by our organization as way for our employees to submit their expenses and upload receipts. It is being used by all the employees in the organization who incur expenses. It allows us to keep track and monitor expenses to make sure that they were business-related and not personal expenses.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We are currently using Expensify across our company. My services as an assistant is shared by both Century Bridge and Sweetwater Capital. We use this for Sweetwater which; owns, trades, slaughters, sells cattle all over the world. (Dubai, Turkey, Tanzania, Dar, and more) The men have to travel to different regions of the country often. Losing receipts, incomplete expense reports were a major problem. A problem that lead to a not so positive audit. Expensify allows our guys to take pictures of their receipts and quickly type in the needed info before the information is lost. My CFO and I manage and keep track of expensify online, while our CPA can easily generate reports and keep track of expenses. We are so much more efficient and can spend time on more urgent tasks at hand. The expenses were such a mess before it was causing us to be un-organize in other areas. Expensify has helped us be more organized all around.
June 17, 2014

Expensify Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Expensify is CrossCountry’s web-based expense reporting and tracking system. By subscribing to a corporate account, we are able to integrate Expensify and Quickbooks. Here is how the system works: every reimbursable expense in submitted into Expensify. Once approved by managers, expenses are exported into Quickbooks. Our entire company uses Expensify.
Khalil Snobar | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Expensify is easy and I was able to use it extensively on business trips, and while attending trade shows and startup conferences. I'm able to run reports and submit accurate numbers for approvals with receipts and such. It's mainly being used on an individual level, each person uses their own expense reporting system but some prefer Expensify due to the ease of use and cross-platform access. This helped us as an organization since a big portion of folks travel globally so a good app like Expensify is very handy in keeping track of expenses whether personal or for business. It also helps keep my budget in check.
Return to navigation