Great Product that Improved our Controls
July 05, 2025

Great Product that Improved our Controls

Ron Riley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Control

Overall Satisfaction with Expensify

Expensify has been an incredible tool for our nonprofit organization. It allows us to empowere our managers with their own credit cards. They have an app that allows the manager to submit their spending reports. It all links to our accounting software so all transactions are imported into the correct categories. Managers can also submit reimbursements through the system. Receipts are auto generated so there is no more lost receipts!!! We love it! Oh and their cash back opportunities makes it super affordabale. I would highly recommend Expensify to any nonprofit looking for a simple way to empower your staff and helping them improve their reporting.

Pros

  • Credit Cards management. No different than any high quality bank card.
  • Expense report management. Amazingly simple and has improved our staff's reporting quality.
  • Reimbursement and spend approvals. You set the approval process we have multiple people who supervise approvals and the system is easy to set up and use.

Cons

  • They pushed a new update to the website that was confusing, but they allowed us to chose to see the original version of the website so it helped.
  • Like all Credit Cards fraud seems to be an issue, but I do not beleive this is unique to them. I am glad they settle these issues quickly and professionally.
  • We went from paying credit card fees with no approval process to a no fees and complex approval processes.
  • I personally save time in not having to develop a spend report I just have my admin assistent fill in the details of the auto generated report and it is done. Went from an hour long process to 5- 10 minutes max to prepare a high quality audit ready report.
So simple to set up and use. It was easy to roll out to all our staff! The demos, instructions, and FAQ's were well written and enabled us to train our staff quickly. We have frontline employees who have mastered the system in a day. The scalability is also perfect. We are able to start with just a few cards and grew that number as our organization needed without any problems.
Before Expensify we used bank cards connected to our general checking account and then later we had separate credit card accounts. Expensify is the best of both worlds. They integrate with our accounting software so we have real time data on what is being spent, but like a credit card it is not a direct draw on our accounts until we pay the bill.

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

This has been a game changer for our nonprofit organization. It is simple, it works well, and it empowers our people to be in control of their reporting properly. We spend enough that we typically don't pay anything for the service. A small organization may have to pay for the service without the cash back incintives cancelling out their fees.

Expensify Feature Ratings

Expense Management
10.0
Employee Expense Reporting
10
Corporate Card Reconciliation
10
Payment Management
9.6
Customizable Approval Policies
10
Financial Document Management
10
Payment Status Tracking
10
Payment Audit Trail
10
Duplicate Bill Detection
8
Advanced OCR
9
Electronic Funds Transfer
10

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