Item: Expensify
Rating: 10
Author: Verified User

Overall Satisfaction with Expensify

Use Cases and Deployment Scope

We use Expensify for our company-wide expense process. It's very easy and intuitive to upload your expenses and then submit them for approval. All employees can use it because there are a variety of different expenses to submit for (e.g. travel, home office) and it never takes more than a few minutes to get it taken care of. Because it's easy to use, my expenses are usually approved within 1-2 days, but sometimes even faster than that!

Pros and Cons

Pros

Can scan receipts automatically so you don't have to enter the details manually
The approval workflow is automated so you don't have to determine the appropriate person to send it to
It generates reports automatically so you can quickly submit reports
Lots of customizable fields so each organization can track relevant information

Cons

If there are recurring expenses that can be submitted, email reminders would be awesome!
If there are caps for certain types of expenses within the org, calling that out somewhere would be helpful so I don't have to double check the policy in another place
There are certain times when I need to submit info on an expense that doesn't have a $ amount associated with it (e.g. comparing the cost of a booked flight to alternatives to demonstrate cost savings) and it'd be nice if there's an easier way to include that

Return on Investment

n/a - I am a user only

Usability

I find it very easy to use. I've never had an actual Expensify 'training' and I've been able to use it to the extend I need to. I find it easy to navigate and the receipt scanning and automated report generator take a lot of the work out of my hands so I primarily just need to fill out some custom fields and review the information.

Alternatives Considered

Paycor

I've found Expensify much easier to use. The UI/UX is more pleasing and intuitive. Even though I've used Paycor for expense management when I've used it for other things, I much preferred having Expensify as a separate system because of its ease of use.

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?

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

Other Software Used

Justworks, Atlassian Confluence, Calendly

Likelihood to Recommend

I've used Expensify at multiple organizations and I've found it helpful. It's only been at orgs on the smaller side (<200 people) so I can't speak to the experience at a much larger org.

Expensify Feature Ratings

Using Expensify

Usability Pros and Cons

Pros	Cons
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar	None

Easy to Use and Intuitive

Software Version