Do it use Expensify right now!!!!
Love Expensify, this is a great tool inside my business work. Makes it easy to turn in my expenses and het things paid also i can explain …
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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- Downloadables
- FAQs
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
(76-97 of 97)Companies can't remove reviews or game the system. Here's why
April 04, 2017
Expensify is great!
- Automation
- Phone Pictures of Receipts
- Quickness
- Not always accurate
- App needs work
- Pictures not always clear
- Expensify allows you to photograph receipts and logs them as expenses while automatically pulling vital info from the receipt such as place of purchase and total spent.
- Using the data and expenses already entered, Expensify creates reports and you are able to customize the reports based on which expenses you want to include on that specific report.
- It can automatically email or add items or expenses to your email. You have the ability to sync Expensify and integrate it with other software and productivity programs.
- It has a GPS tracking option for tracking mileage for expense reports. The GPS functionality seems a little unreliable, I would rather use the odometer option or distance option although not as "high tech" it just seems to work better.
- On the time tracking piece I would like to see more filters and criteria options to be filled out.
February 28, 2017
Expensify delivers, but leaves freelancers out of the mix
- 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.
February 13, 2017
Love Expensify
- I like that we can take photos on our mobile because it helps me stay on top of my expense reports.
- I like that it's easy to review and submit expenses quickly.
- I like that it shows you the status of your reimbursement.
- I like that you can modify each expense accordingly.
- The AutoScan feature takes way too long.
- The AutoScan feature is sometimes inaccurate.
- I've had expenses flagged as "Duplicates" which were not.
- I don't like that the system flags when you've manually entered an expense because it's necessary most of the time. AutoScan is way too slow.
- I don't like that our reimbursement payout time takes much longer with expensify than it does with a regular check.
February 09, 2017
Huge Time Savings With Expensify
- Easy platform for managing and tracking employee expenses
- Mobile app for ease of use taking photos of receipts
- Check status of submitted reports
- Easily categorize expenses
- Sometimes have issues with SmartScan properly identifying amounts
- SmartScan can be slow at times
November 07, 2016
Expensify is not expensive for my expenses
- Easy receipt upload
- Easy review process
- Connection to financial systems for upload
- Timely customer service feedback
- Visibility and clarity in the system of where in the review process an expense report is
- Deleting a created report requires a work around because of a current glitch in the system
- Expenses, receipts, reports tabs need better explaining as there are overlaps in functionality
- Better communication on updates, glitches, fixes to be made, work-around entries, processing etc.
August 04, 2016
Expensify is great for startups and SMBs
- Great looking user interface that is responsive and state of the art.
- Clear instructions and flow for entering expenses and submitting expense reports.
- Easy to connect expense accounts and payment accounts.
- Expensify can do better about consolidating reporting. We had to implement a formal process for the users on how exactly to submit reports each month so that accounting could stay organized. Features should exist in the software to prevent this problem.
- The interface and login could sometimes be slow, but was usually not buggy.
July 12, 2016
Expensify
- Expensify remembers expense types.
- Easy to upload receipts.
- Easy-to-read visual summary.
- The expense feed is slow in uploading. There only seems to be a push twice/week when new expenses appear.
- There is no reference number or vendor contact information provided in the expenses.
June 20, 2016
Give it a try!
- Expensify is very easy to pick up and use. We had people at all different levels of technological expertise, but almost everyone picked it up very quickly.
- The customer service team at Expensify is very helpful and knowledgeable. They were very easy to access, and helped us during the entire implementation phase.
- Expensify works well with modern technology, and is very convenient. Most things can be done from the Expensify app, which is very helpful for an organization with a lot of travelers.
- We adopted Expensify when it was relatively new, so at the time, there were glitches occasionally in the software. This did improve as time went on, though.
- Our organization struggled with its limited customization options. Our organization was very unique, so there were a lot of areas where we wished we could have changed the functionality to fit our needs a bit better.
June 20, 2016
Expensify - Good Solution for Small Companies
- Organization - Expensify places types of expense reports/credit card statements into buckets based on where they are in their individual process.
- File maintenance - by using digital receipts and scans, Expensify eliminates the need for paper files for expense reporting and credit card reconciliations.
- Reimbursement - the process by which you designate a report as reimbursed is extremely simple (you can click in Expensify to automatically reimburse someone or you can mark it as reimbursed through your accounting system very easily).
- Exporting credit card transactions can be difficult. When importing, all transactions are lumped under one vendor (American Express, in our case), so it can very difficult to link a line item on the general ledger to an individual transaction/receipt.
- Basic instruction for new users can be confusing. For employees who have not previously used expense reporting or accounting software, some of the terminology can cause a problem. Also, it's not clear that a user must actually submit their expense report to a particular email - some employees have submitted it to themselves or failed to submit it at all.
June 13, 2016
Expense report made easy
- Expensify has the so called Smart Scan option which reads the receipt and is able to recognize vendor name, amount, date and match to the corresponding expense.
- Easily forward email receipts directly from my email to my expensify account by forwarding the email to receipts@expensify.com
- Allows to create a feed directly from the credit card to your exensify account, no need to enter manually, all credit card expenses get to your Expensify account automatically.
- Allows for direct reimbursement by easily connecting my bank account to my expensify account.
- Sometimes the Smart Scan option is not reading the receipts properly and creates duplicate expenses rather than attaching the receipt to already existing credit card transaction.
- I would like to see an option for direct, one day, reimbursement of an amount higher than $100 as well. Right now for higher amounts the reimbursement takes approximately 4-5 business days.
- I sometimes find Expensify being very slow when opening a report or attaching a receipt.
- Quick and Easy to Use
- Simple implementation - Ideal for small to mid-size Companies
- All reports are timestamped and have an audit log
- Not ideal for large companies - some functions are not built to scale
- No live customer support - only email support is available
- Export/Sync issues (not frequent)
June 10, 2016
Expenisify is great if you use the paid service
- Uploading and reading receipts.
- Approvals.
- Organizing expenses.
- Using the free version it seems that functions start to go away, making it very hard to use. I would assume that is because the vendor wants our company to purchase.
- Simplicity of use
- Photo snap of receipts
- Organization of receipts
- None that I can think of
April 26, 2016
Expensify is fast, easy and an asset to anyone who needs to regularly do expense reports
- Great mobile app makes it fast and easy to capture expenses
- I could copy previous expense reports and use those as templates to make it quicker to handle monthly recurring expenses
- Visually appealing design was clear and easy to understand
- It didn't handle spending rules as well as I had hoped. For example, we had a spending limit for hotels on a per night basis, but anytime I stayed somewhere more than 1 day it would break the rule because it was more than the allowed amount. It needed to be smart enough to know how hotel stays work and enforce a limit based on the avg. cost per day.
December 08, 2015
You get what you pay for.
- It is functional for submitting expense reports.
- When working, the linkage to credit card activity is a time saver. The problem is these links frequently break.
- It's functional for retaining expense documentation.
- Reporting is terrible. It is difficult to pull useful data out of the system. The standard reports do not meet our needs.
- Reliability is poor. The system is frequently slow and linkages to credit cards break requiring the card to be reconnected (if possible) or for labor intensive manual data entry.
- Support and service is slow and inconsistent. Typically when there is a system problem, an immediate response and resolution is necessary. It can take up to 24 hours to receive an acknowledgement that someone is aware of the issue. And even longer for it to be fixed.
March 27, 2015
Expense with Ease
- Easy to add expenses and upload receipts.
- Very simple to sync your expenses to QuickBooks.
- The customer support is very helpful if you run into trouble.
- They provide an extensive manual for employees.
- Wish there was a way to change tags on multiple items at once after expense report was approved.
- Sometimes receipts for employees don't attach.
- Sometimes system made it so the report was submitted to wrong approver.
March 18, 2015
Great Product! Helps our business in more ways than one. Great for traveling business personnel.
- Is easy to see which reports are processing, open, and approved. If you are waiting to be refunded it's assuring to know that it is being worked on. If you forgot to 'submit' your report it is always good to see that it is still open. On the flip side, if someone is behind it makes it easy to keep track of what is being done so your bothering someone for good cause, and not to hear 'I'm working on it.'
- Shows the receipt in the individual expense. If you have any questions about the information in the expense you just click the picture and bam! There is the receipt.
- Love the mobile app. You take a picture of the receipt, just enter the basic information, click the report you're adding it to. Done! If you lose the receipt or it goes through the wash, no worries it's there.
- When looking at a report I think the receipt thumbnails at the bottom are distracting and unnecessary. I like things to be simple and there is already a separate bucket for un-tagged receipts, so why are some random thumbnails for the report there? Typically they have some missing info or are "past due"? Perhaps a different name than report thumbnails.
- I've had problems inviting people on the same 'group'. (like a new employee) For some reason it's hit or miss for the invite to go through to their email.
- Really enjoy expensify better since the update. It's more user friendly as far the admin is concerned.
December 15, 2014
Expensify Review a good product
Score 7 out of 10
Vetted Review
Verified User
- Captures charges with multiple credit cards
- Allows categorization to be easily defined
- Allows you to calculate mileage right from the application.
- The mileage calculation does not allow you to modifty the route and often calculates it incorrectly
- Mileage should be automatically categorized as ground transportation
June 20, 2014
Expensify Review
- Manages Receipts
- Organizes the report
- Reminds you on approval status
- Do not have any
June 17, 2014
Expensify Review
- User-friendly interface - Expensify is very easy to use and very intuitive.
- The ability to connect to QuickBooks - This is one of the main reasons why many small and medium sized companies use Expensify
- Great customer service - The Expensify team always gets back to you in less than 24 hours and they are very polite and helpful
- Improve the Expensify App - The app is very slow and it sometimes doesn't work when trying to attach receipts.
- Technical issues - Many times the website doesn't work properly and sometimes it takes quite a long while for the problems to get solved. Here are some examples of technical problems which affected me: inability to open reports (solved in two days), inability to export reports to Quickbooks (solved in one day), receiving random email reminders about approving old reports which were already approved (solved in two weeks).
- Its excellent for helping you keep track of personal and business expenses all in the same application.
- Cross-Platform support. I can work on a report on my iPhone then continue editing on my computer.
- Great features like taking immediate pictures of receipts, ability to pull info from credit cards to easily import accurate data regardless of which card you use.
- Creating reports is as easy as ever especially to send over for easy management approval all through the app. Can even export to store locally on your machine.
- I'd like to see some integration with hotel and flight reservation tools like what we currently use with Concur.
- Salesforce integration
- Upgraded and modern UI
- Multi-factor authentication leveraging SSO and TouchID perhaps to verify user for security purposes especially for business