Item: Expensify
Rating: 10
Author: Gabriel Salgado Santamaría

Overall Satisfaction with Expensify

Use Cases and Deployment Scope

We use Expensify to manage all of our internal and client-related expenses. Our team frequently purchases software licenses, cloud resources, and hardware using designated project budgets. It’s essential that all these expenses are accurately tracked and assigned to the correct client accounts. We also log our business travel and team event costs here for proper reimbursement and auditing.

Pros and Cons

Pros

Automatic Receipt Scanning & Categorization
Customizable Expense Policies by Client or Department
Streamlined Reimbursement and Accounting Integration

Cons

User Interface Can Be Confusing for New Users

Return on Investment

Time Savings on Expense Reporting
Improved Budget Accuracy & Tracking

Usability

Expensify is extremely intuitive and user-friendly. Submitting expenses, attaching receipts, and tagging reports are all streamlined processes. The mobile app is especially well-designed, allowing quick submissions on the go, and features like SmartScan make receipt handling effortless.
The only reason it’s not a perfect 10 is due to the slight learning curve for first-time users when navigating advanced features like policy settings or report grouping. However, once familiar, it becomes second nature.

Alternatives Considered

SAP Concur

Key Insights

Do you think Expensify delivers good value for the price?

Yes

Are you happy with Expensify's feature set?

Yes

Did Expensify live up to sales and marketing promises?

Yes

Did implementation of Expensify go as expected?

Yes

Would you buy Expensify again?

Yes

Other Software Used

Easy Access

Likelihood to Recommend

Expensify is ideal for teams that travel regularly. It streamlines the entire reimbursement process by allowing users to snap photos of receipts on the go, categorize expenses, and submit reports instantly. This is especially useful for sales teams, consultants, or field service roles.

Expensify Feature Ratings

Using Expensify

Users and Roles

1000 - Software

Business Processes Supported

Employee Reimbursements
Client Budget Tracking
Receipt Management

Innovative Uses

Tracking creative purchases for ad campaigns
Managing recurring internal event expenses
Analyzing spending trends by client

Future Planned Uses

Automated approval workflows
Real-time budget tracking dashboards
Mileage tracking for field teams

Likelihood to Renew

Evaluating Expensify and Competitors

Products Replaced

Not Sure

Key Differentiators

Cloud Solutions
Scalability
Ease of Use

Expensify Implementation

Implementation Rating

Implementation Details / Implementation Partner

Don't know
Don't know

Implementation Issues

Integration with Existing Accounting Software
User Training and Adoption
Custom Policy Setup

Expensify Support

Support Rating

I would rate Expensify’s support a 10 because their team is responsive, knowledgeable, and efficient. Whenever we've reached out, we've received timely assistance with clear guidance, and they’ve consistently followed up to ensure the issue was fully resolved. Their chat-based support also makes it easy to get help without delays.

Expensify Customer Support Pros and Cons

Pros	Cons
Quick Resolution Knowledgeable team Kept well informed Immediate help available Support cares about my success	Poor followup Problems left unsolved Escalation required Need to explain problems multiple times Slow Initial Response

Premium Support

Exceptional Examples of Expensify Support

Yes, there was a time when one of our team members submitted a large number of expenses to the wrong client budget. We reached out to Expensify support, and they quickly helped us reverse and reassign the expenses without any data loss. Their clear instructions and prompt responses saved us a lot of time and hassle, making the whole process smooth and stress-free.