The modern approach to expenses for professionals with a powerful mobile app experience!
June 03, 2019
The modern approach to expenses for professionals with a powerful mobile app experience!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Corporate
Overall Satisfaction with Expensify
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.
- The collective amount of time saved by our team has more than made up for the purchase price of Expensify.
- Lost receipts no longer mean no reimbursement for employees since a copy is stored in the app, this has won big praised from our team members.
- The ability to have a one-stop shop for all our expenses is great, no more excel sheets stored on laptops.