Works for a busy salesperson
August 12, 2025

Works for a busy salesperson

Sina Hanson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Control

Overall Satisfaction with Expensify

We use Expensify to process expense reports by salespeople who are using their own credit cards to process expenses.

Pros

  • It's intuitive and fast.
  • The receipt scanning function saves a ton of time
  • The notifications of my report's progress through the approval steps is great

Cons

  • Occasionally it reads a receipt wrong, but thats very rare. Maybe 2x per year.
  • Faster expense report submission
  • Happier sales people
It's really easy to use. I never had any training and just figured it out in about ten minutes.
  • American Express Business Cards
  • SAP Concur
Expensify is so much easier and faster. It's intuitive in a way that the others aren't. I would get stuck on the other platforms and I'd have to google the problem to figure it out. Not intuitive. With Expensify I just have fewer challenges to begin with and when something's new to me, or I run into something I don't understand, it's super easy to figure out what to do.

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?

I wasn't involved with the selection/purchase process

Did implementation of Expensify go as expected?

I wasn't involved with the implementation phase

Would you buy Expensify again?

Yes

I've never used anything as good as Expensify, as a user who submits reports, so it makes it way easier to get my reports in on time. I just take pix of my receipts as I pay for stuff, now that I am in the habit it's super easy and fast. And then organizing the receipts into another report is really easy if I forgot to start a new report before the last one was finished. I just sort the receipts by date and bulk-move them to a new report. I'm really happy. I feel sorry for my sales-friends who are on the legacy systems and tell them to ask for Expensify. If I ever move companies or they want me to use something else I'll probably be mad.

Expensify Feature Ratings

Employee Expense Reporting
10
Corporate Card Reconciliation
Not Rated
Customizable Approval Policies
Not Rated
Financial Document Management
10
Payment Status Tracking
10
Payment Audit Trail
Not Rated
Duplicate Bill Detection
10
Advanced OCR
10
Electronic Funds Transfer
Not Rated

Using Expensify

10 - Sales is the only group that I know of that uses it.
1 - [...] is very patient with all our platform questions around other finance-related systems but I never had to ask her anything about Expensify. I'm thinking you need to be proficient with using a computer and basic internet skills.
  • Getting expenses in quickly and accurately
  • Keeping busy executives happy
If the choice were up to me, which it is not, I would absolutely stick with Expensify.

Evaluating Expensify and Competitors

Expensify Implementation

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