Item: Expensify
Rating: 10
Author: Ahmed Eleyan

Overall Satisfaction with Expensify

Use Cases and Deployment Scope

As an employee, I am using Expensify almost monthly to upload my business travel expenses, my other monthly costs for some tools. It is great that I just need to capture the recepit, either by photo or upload pdf, then Expensify do the job in transcribing and filling the data to the right fields. It is 90% accurate, I just adjust the tax. It is nice to have follow up on the process as well by email and through the dashboard. Great that we have also app and email to forward our receipts.

Pros and Cons

Pros

Automated Receipt Scanning and Data Extraction (SmartScan)
Seamless Expense Reporting
User-Friendly Mobile and Web Experience
Streamlined Communication and Follow-Up

Cons

Would be nice to have chrome extension or addons, that goes through email and capture the invoice, and if it is from a frequent supplier, then it auto send it to Expensify and highlight the invoice as a robot suggested to have it, and I just confirm.
Usually the travel businesses receipts are kinda identical, and I sometimes forget to add the transportation receipts, would be cool before I submit to ask, have you attached (x: frequent/usual receipt) into the report?

Return on Investment

Saving time of filling data entry job
On the way reporting, report while waiting for a meal to be ready in a restaurant!

Usability

One of the most frequent problems is the difficulty of alternating between travel and regular expense reports. Smart Reports, which automatically group expenses based on context such as project tags or travel dates, are how Expensify manages this. Additionally, you can use custom rules to create various report types and quickly switch between them from the web or mobile dashboard. This feature keeps all of your expenses neatly separated and streamlines organisation.

Key Insights

Do you think Expensify delivers good value for the price?

Not sure

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?

I wasn't involved with the implementation phase

Would you buy Expensify again?

Yes

Likelihood to Recommend

A sales team travels frequently for conferences, site visits, and client meetings. They incur costs for lodging, food, gas, and travel.
Why Expensify is a suitable option:

Mobile-First Design: When a salesperson receives a receipt, they can easily snap a picture of it. The hassle of gathering a pile of paper receipts is removed as a result.
Automated Data Entry: After a tiring day of travel, the salesperson can avoid manual data entry by having SmartScan automatically fill in the expense details.
Automatic Report Creation: The employee doesn't have to worry about creating the report themselves because the expenses are automatically added to it. The report can be scheduled to be submitted once a week.

Expensify Feature Ratings

Comments

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Highly Recommended for Expense Management - A Minor UI Tweak Would Make It Perfect

Software Version