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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.

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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 …
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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 …
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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.
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TrustRadius Insights

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

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Pricing

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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
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Product Demos

Expensify mobile app demo

YouTube
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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
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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).
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Comparisons

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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

(51-75 of 94)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
October 21, 2019

Expensify Review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
  • Manages receipts easily.
  • Collects information.
  • Creates quick and easy reports.
  • No Hassel expense tracking.
  • There were quite a few notifications that I didn't need, but you can turn them off.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Easy to use and onboard, very intuitive and self-explanatory.
  • They just came out with a card option which is great.
  • Good reporting capabilities.
  • Ability to remind approving managers that there is stuff pending.
  • Scanned the receipted and auto-filled the report.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • It's easy to track and submit expenses for reimbursement (for employee).
  • Easy to track and payout employee expenses (for the employer).
  • Easy expense reporting/automation (for client reimbursement/accounting).
  • Tutorials and user guides could be improved. The UI is phenomenal, and the product is pretty easy for people to learn, but the supplementary training materials we identified felt clunky.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Jared Lyda | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • SmartScan of receipts is usually pretty accurate.
  • Keeping expenses organized.
  • The mobile app is great.
  • The SmartScan feature sometimes has typos. I don't know enough about the technology to even know if this is something that could be better.
  • The user experience is a little bit clunky when SmartScan doesn't work and you have to do things manually. Not sure a way around this, though.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • It is very easy to use, as long as you have a picture of the receipt.
  • Easy and convenient for people to keep track of their receipts compared to keeping physical copies of receipts.
  • It doesn't integrate with our other systems too well.
  • Not much assistance in the beginning with setup and initial training, which could lead to subsequent problems, but overall it wasn't too difficult to navigate.
  • Customer service isn't great - the only option seems to be a website chat and responses take a while.
  • On the admin side, there aren't many options, particularly with the reports you can pull.
Joe "JC" Cross | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Lisa Shapiro | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Expensify has a user-friendly interface. Receipts can be easily uploaded onto the platform through multiple methods. Users can also download the app so, which is particularly useful while they are on travel.
  • Our reps at Expensify have helped build reports that respond to our complicated multi entity needs. I have a report that I export that is in the exact format I need for journal entry template importation. This is a game changer when the monthly credit card transaction list for the journal entry is on average 800 lines!
  • We are able to host employees on the platfomr from many different countries because Expensify allows for multiple policies to be set. Each policy can then be set with needs to that country, like currency and even different categories and departments to charge items to.
  • Since we have our corporate cards connected to Expensify, Expensify builds reports for our employees through the month, adding their charges to the report as they are charged to the card. Expensify imports the amount, merchant and date and the user just needs to fill in a comment, add a receipt and select what the charge needs to be budgeted to. Users can also set up "rules" that automatically code recurring charges so they can "set it and forget it."
  • It is very easy to add user and remove users. This comes in useful in a busy HR department when stake holders are changing all the time.
  • Sometimes Expensify gets confused when receipts are emailed in and then "smart scanned" into the system. The receipt either does not get attached to the appropriate charge or it takes a very long time. I have had many users say they love this feature though and have no problem with it.
  • At the beginning of the month Expensify can be slow. This may be because all of out users want to use it then or a system wide issue.
  • Sometimes the system does not react well when words are typed in to the admin side when creating users. It responds much better when the info needing to be added is just copy/pasted.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Lawson Brooks III | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
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