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Expensify

Expensify

Overview

What is Expensify?

Expensify automates the entire spend management process. Scan receipts, track mileage, submit and approve expenses, manage corporate cards, reimburse employees, pay bills, send invoices, and book travel. Built for individuals and companies of all sizes, anywhere in the world.

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Recent Reviews

Easy As Expensify

10 out of 10
March 31, 2024
As a sales person, I travel a good part of the year and meet with customers frequently. Expensify is used by my company and is extremely …
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Save Yourself A Lot of Time!

10 out of 10
March 04, 2024
I have been using Expensify for several years. When I was in a corporate environment, it was mainly to track expenses while traveling and …
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Highly Recommend!

10 out of 10
February 22, 2024
Incentivized
I use Expensify to manage my expenses, primarily travel, client entertainment, subscriptions, etc. I've worked in sales / business …
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Expensify Simplifies Expenses

10 out of 10
January 02, 2024
I use Expensify to submit my monthly expenses. Expensify simplifies the submission and management of my monthly expenses.
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TrustRadius Insights

Expensify is a versatile expense management software that solves the problem of tracking and managing employee corporate expenses. Users …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 9 features
  • Employee Expense Reporting (7)
    7.8
    78%
  • Advanced OCR (7)
    7.3
    73%
  • Customizable Approval Policies (6)
    6.5
    65%
  • Duplicate Bill Detection (6)
    6.3
    63%

Reviewer Pros & Cons

View all pros & cons
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Pricing

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Collect

$5

Cloud
per month per user

Control

$9

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://use.expensify.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Expensify mobile app demo

YouTube
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Features

Expense Management

Expense management features

6.7
Avg 8.0

Payment Management

Features that allow for the management of payments across various forms of finance/accounting software.

6.6
Avg 8.0
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Product Details

What is Expensify?

Expensify helps users to save time on expense management whether they are self-employed, starting a small business, scaling a startup, or managing a global enterprise company.

Here are just a handful of its capabilities:

  • Scan receipts - a photo can be snapped of any physical receipt and Expensify's SmartScan technology transcribes the details. Digital receipts can be forwarded to [email protected] or an integration can be used for automatic scanning.
  • Mileage tracking - log trips in miles or kilometers for tax purposes or for reimbursement.
  • Import cards - corporate cards can be synced with Expensify for full visibility into company spend, automatic receipt matching, and reconciliation.
  • Expensify Card - the Expensify company credit card offers up to 2% cash back, 50% off your Expensify bill, realtime alerts, spend limits, admin controls, and more.
  • Submit expenses - expense rules can be set to code everything automatically, and reports can be scheduled to submit on a custom cadence.
  • Approve reports - one or more layers of approval can be set up and Guided Review enables users to focus on risky or outlier expenses.
  • Employee reimbursement - teams can be paid in as little as one business day, across town or around the world.
  • Bill payment - capture details from vendor bills for automatic approval and payment.
  • Invoicing - create and send invoices, collect payments, and sync with accounting software.
  • Travel booking - book flights, hotels, and cars in a simple chat with Concierge.
  • Accounting sync - major accounting packages including QuickBooks, NetSuite, Sage, and Xero can be connected.

Expensify Features

Expense Management Features

  • Supported: Employee Expense Reporting
  • Supported: Corporate Card Reconciliation

Payment Management Features

  • Supported: Customizable Approval Policies
  • Supported: Financial Document Management
  • Supported: Payment Status Tracking
  • Supported: Payment Audit Trail
  • Supported: Duplicate Bill Detection
  • Supported: Advanced OCR
  • Supported: Electronic Funds Transfer
  • Supported: PCI Compliant Security Measures

Expensify Screenshots

Screenshot of the Expensify financial management app for expenses and corporate cards.Screenshot of The Expensify Card, which offers up to 2% cash back and 50% off the monthly Expensify bill. It includes realtime alerts, spend limits, and auto-reconciliation.

Expensify Video

Expensify mobile app demo

Expensify Competitors

Expensify Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web

Frequently Asked Questions

Expensify automates the entire spend management process. Scan receipts, track mileage, submit and approve expenses, manage corporate cards, reimburse employees, pay bills, send invoices, and book travel. Built for individuals and companies of all sizes, anywhere in the world.

Expensify starts at $0.

Microsoft Excel, SAP Concur, and Brex are common alternatives for Expensify.

Reviewers rate Employee Expense Reporting highest, with a score of 7.8.

The most common users of Expensify are from Mid-sized Companies (51-1,000 employees).
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Comparisons

View all alternatives
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Reviews and Ratings

(381)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Expensify is a versatile expense management software that solves the problem of tracking and managing employee corporate expenses. Users appreciate its ability to connect with corporate credit cards, simplifying the process of reporting transactions and providing crucial details and receipts. This feature is particularly useful for consultants who frequently travel, as it enables them to easily upload and tag receipts to expense reports. Expensify is widely used across organizations to record expenses across all departments, addressing the issue of expense approval workflow and eliminating the need for physical receipts. Additionally, the software streamlines the reimbursement process, eliminating paperwork and keeping budgets in check. Users commend Expensify's simplicity and efficiency, making it highly recommended for its seamless integration with travel software and other finance systems. It is commonly leveraged by sales teams for recording travel expenses and customer meetings, allowing for accurate job costing and client budgeting. The platform's interface is intuitive and user-friendly, with a sleek mobile app that receives high praise from users, especially frequent travelers.

Email Receipts: Users appreciate the ability to email receipts directly to Expensify as it matches up the email with the expense and makes capturing receipts with OCR awesome. This feature is highly praised by many reviewers for its convenience and effectiveness in keeping track of expenses.

Manual Creation of Expenses: The option to manually create expenses is seen as easy and straightforward by users. They can enter expenses, choose categories, input amounts, and submit them effortlessly. Many reviewers have found this feature user-friendly and efficient.

Automatic Expense Creation based on OCR: Users find the automatic creation of expenses based on optical character recognition OCR to be a time-saving feature. The system reads receipts and automatically fills out expense information, which has been appreciated by several reviewers for its efficiency and accuracy.

Cons:

  1. Quality Issues: Some users have experienced quality issues with the product, including defects and malfunctions. Several reviewers mentioned that the product did not meet their expectations in terms of durability and craftsmanship.
  2. Lack of Features: A common complaint among users is the absence of certain features in the product. Many customers have expressed disappointment over the lack of key functionalities that are commonly found in similar products on the market.
  3. Poor Customer Service: Several reviewers have reported negative experiences with customer service. Users have expressed frustration over long response times, unhelpful support staff, and difficulty in resolving issues or obtaining refunds.

These cons represent a subset of user opinions and should be considered as potential areas for improvement rather than definitive statements about the overall quality or performance of the product.

Users have made several recommendations for Expensify based on their experiences with the tool. The most common recommendations include using Expensify to manage expense reimbursement plans for teams of any size. Users find Expensify to be a useful tool in efficiently managing and streamlining the process of reimbursing expenses. They appreciate the features that help them easily track and submit expenses, as well as the ability to set up policies and guidelines for spending.

Another recommendation is to use Expensify to separate personal and business spending for tax purposes. Many users find this feature helpful in accurately reporting and tracking their finances for tax purposes. It simplifies the process of identifying and categorizing expenses, saving time and effort.

Additionally, users recommend Expensify for its functionality in keeping them updated on mileage reimbursement changes. They also appreciate being able to set spending policies within the tool, which gives them better control over budgeting and expense management.

In addition to these recommendations, some users suggest utilizing the Expensify credit card, which provides an almost automatic reimbursement process for approved expenses.

Attribute Ratings

Reviews

(1-25 of 95)
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March 31, 2024

Easy As Expensify

Score 10 out of 10
Vetted Review
Verified User
As a sales person, I travel a good part of the year and meet with customers frequently. Expensify is used by my company and is extremely easy for me to submit my expenses immediately. I use my mobile to snap a photo of the receipt and within minutes I can submit that expense for reimbursement. Its also great for app related expenses like Uber and Lyft.
  • Auto Scan your receipt
  • Drag and drop feature for receipt emails
  • Manage multiple expense reports
  • See the progress of your submission
Super simple to use. Using the mobile app combined with the desktop app is powerful in that I can deal with the multiple versions of receipts I have and get a report done quickly. When on my PC, its difficult to add physical receipts so I use my phone to do those.
Score 10 out of 10
Vetted Review
Verified User
I have been using Expensify for several years. When I was in a corporate environment, it was mainly to track expenses while traveling and aid in submitting an organized report to the corporate systems. Since starting a small business, I have used it to track expenses throughout the year to make taxes easier.
  • Automatically reads receipt emails and converts them to expenses
  • Loads expenses from company credit card
  • Allows me to set up rules to organize expenses as they come in
  • Some analytics would be helpful when reviewing at year-end
  • Entering multiple similar expenses has improved, but could be made easier
  • Consolidating duplicates from different sources such as email and credit card, can be confusing
Expensify has been incredibly useful to me for many years. Considering I am using the free version, it's hard to find a better value! If your company does not have a good expense-capturing system, Expensify will save you hours on submitting reports. You can take a picture and toss the paper receipts right at the point of sale without worrying about losing them during your travels. If you have a small business, you can use it to track and organize regular expenses to make billable expenses and end-of-year taxes a whole lot easier.
February 22, 2024

Highly Recommend!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use Expensify to manage my expenses, primarily travel, client entertainment, subscriptions, etc. I've worked in sales / business development for many years.
  • Receipt uploading; I love that I can email downloaded receipts to there alias and they're seamlessly inputted
  • Easy to manage receipts by picture feature
  • Platform is intuitive and streamlined
It's a great tool if you're managing a lot of expenses and need to stay organized.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use it to report and get reimbursed for my monthly expenses - this includes, travel, software licenses, subscriptions, hardware, fees, etc. As an international contractor, I do have common expenses that my company reimburses me for.
  • Ease of use
  • Agility - I can quickly submit my expenses
  • The experience on mobile is at parity to desktop
  • I can scan my receipts and not have to worry about filling in information manually
  • Make it easier to submit multiple receipts/files in one expense
  • Often times I get a warning that the value of a receipt doesn't match what I manually I inputted. So making Smart scanner a little smarter, essentially.
  • It would be fun to see stats about my expenses
It's well suited for a company like mine, where employees are distributed globally and frequently travel and have software expenses.

I really can't think of a situation where it's less appropriate. In more regulated industries maybe? At a previous employer I used SAP Concur and it was a nightmare, because of its clunkiness and not being intuitive at all. It was a major, global corporation though.
Score 10 out of 10
Vetted Review
Verified User
I use Expensify to submit my monthly expenses. Expensify simplifies the submission and management of my monthly expenses.
  • Ease of capturing receipts
  • Ease of categorizing and submitting expenses
  • Accessibility of Expensify via the Web and apps on mobile devices
  • Ease of managing expenses
  • Foreign currencies exchange rate tied to a bank and/or credit card
  • Linking of credit card to Expensify
  • Grouping of monthly expense reports
Expensify simplifies expense submission and management. Capturing receipts via camera makes it effortless. It would be a nice add-on feature if there is a way to link a credit card to Expensify that can automatically capture expenses and exchange rates.
Score 1 out of 10
Vetted Review
Verified User
We used Expensify to track, organize and approve our expenses related to clients and employees, and to create expense reports for clients.
  • The approval flows
  • The report exports
  • Streamlining function between addons/modules.
  • Receipt capture/uploading is sometimes buggy.
  • Account management can be buggy, non-descript error messages are commonplace when trying to make changes or update information.
  • Support is a Teams-like chat interface that is bot-monitored. Takes time to get in touch with live help.
  • In my opinion, Support is deceptive and non-transparent regarding options related to billing.
It was very difficult to cancel service when we switched to an all-in-one accounting solution that included the expense features we needed. I tried to close our account through the settings and received an error message. Connecting with support was a bit of a task, but when I did, they let me know that I couldn't cancel until the annual term was up, understandable. I asked them at that time, specifically, "So, must I wait until the annual term is over to close the account and cancel billing; is there a way I can set it to auto-close when the subscription expires?" They replied that I would need to wait until the term was over to cancel and did not mention any other options.
I tried, when the term was up, 8 months later, to cancel and received the same error message. I connected with support, which again was somewhat of an onerous process. We had some back and fourth and, when the service was able to be cancelled, I received a message that I would be billed for the remainder of the month. This cancellation had already gone on for 2 mos. past the subscription term and I was billed at the full rate over that time as well.
I asked if there was any way I could be reimbursed for time past the subscription end and was told there was not because I should have requested that the service not auto-renew, which is ridiculous because it didn't auto-renew. I had turned off the auto-renew toggle in the account management; that was why it had defaulted to the month-to-month rate while we were troubleshooting the cancellation process.
I mentioned that I had not been told that was an option when I had originally requested the cancellation, even though I had asked specifically if it was possible. They maintained that there would be no reimbursement and the cancellation invoice and well as the two months of charges past the subscription end-date would apply.
Evan Wade | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
We used Expensify for our expense management & corporate card platform until we found a better & more modern solution that was more cost-effective for my company and also provides a better customer experience than Expensify did for us. We are a mortgage brokerage so it is critical for us to have a system that helps manage business-related expenses for business development & loan operations purposes.
  • User interface is somewhat good
  • Receipt scanning was a neat feature
  • System seems to be regularly updated
  • In my opinion, billing policies are deceptive and inflexible.
  • To me the system is clunky overall. Was hard to figure out how to configure properly
  • My team were not big fans of the report submission process.
I can't think of any scenario where a company should use Expensify in this day & age. There are newcomers to the market which are more feature-filled and far more economical for small businesses (think: free). And it's really hard for me to get beyond their terrible customer service with no accountability, and, in my opinion, their deceptive billing practices.
Score 1 out of 10
Vetted Review
Verified User
I use it to reimburse employees for their business-related expenses.
  • It syncs to QBO well
  • It's easy to reimburse employees timely
  • It's easy to split expenses between departments
  • Smart scan fails too often.
  • It would be great if there was a REQUIRED date of purchase AI recognition.
  • It would be helpful if employees could have designated departments/classes so the expenses would automatically code to the correct department.
  • As an admin user adding approvers to new users seems cumbersome and error-ridden. When I try to add approvers to new employees, often times, the field is blacked out or not even an option.
  • It would be great if we could easily deactivate users without going through multiple steps.
  • I would like to be able to delete reports from the inbox that are old/and not correct instead of having to request the submitter to do so.
  • I can hardly see the buttons on the filters in the inbox and the expenses list.
  • It would be nice to be able to filter by approver.
  • I don't like that user names aren't uniform. Why do some users have their email address as their username, and some people have their actual name (First and Last).
Expensify is helpful in that employees can somewhat easily submit their expenses for reimbursement. I have had several situations where employees are confused by the process of setting up their accounts. I would also like to have reimbursement rules that make it easier for employees to consolidate their expenses onto a single report instead of letting people submit reports for single expenses with reckless abandon or just plain misunderstanding of consolidation options.Why do I need a "Magic Code" and Authenticator code to log in now. It isn't working an is adding too much time just to log in. Highly frustrating.
Score 1 out of 10
Vetted Review
Verified User
We set it up to make our lives easier to automate expense reports and track monthly expenses within the restaurant. This was intended to create less work for our management team and easier reporting and access to monthly expenses. This is NOT what we have received.
  • I don't have anything to contribute here
  • In my experience, we have had so many problems within only 3 months of using and still have no resolution despite reaching out to your "support" on a weekly basis. I feel support cannot be bothered to have more than a chat conversation despite continued complex issues that cannot be clearly communicated or resolved via text and require a phone conversation.
  • Keep getting "duplicate" transactions, one showing as a credit card and one as cash. No resolution from previously suggested actions from your "support" team
  • Transactions from a card that is not connected in Expensify are coming through onto a report despite us never integrating or connecting that card on purpose. No resolution for that despite numerous contacts with "support"
  • Negligence of stated features per the contract which I believe you have violated
  • Card transactions from 1 employee's card will show on a different employee's report as a cash transaction.
If I could give a ZERO I would, it only allows me to give a 1. At this point, I feel Expensify has made our lives HARDER not easier. In my experience, I spend more time trying to get solutions from your poor excuse for a support team who refuses to call me after I reached out numerous times for the same issues with no resolution. This is supposed to make things easier and allow us to spend less time on monthly expenses. I have to devote at least 3 hours per week to try and resolve these problems myself and am no further along. I believe Expensify is in violation of the contract we signed and we want OUT.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Expensify allows our team to quickly enter expenses on their website. It solves the problem of having to submit expense reports manually or having to save receipts. You can save receipts on your cell phone and send them to Expensify or upload them when you are submitting reports. It's easy to use so it requires little training or setup time.
  • Submitting expenses. It's easy to enter an expense, choose a category, enter the dollar amount and submit it. That's about it.
  • Uploading receipts. You can send receipts to Expensify from your phone, or upload them from your computer.
  • Entering hours worked. It's simple to move from expenses over to timesheets to submit the hours that you've worked.
  • Keeping their political opinions out of it. I shouldn't be emailed and told to vote for a certain candidate like they chose to do before the presidential election. I didn't sign up for Fox News or CNN.
  • Uploading duplicate charges. Duplicate charges are flagged, but sometimes I have multiple expenses for the same dollar amount and the same company. To get around this, I change the cents a bit ($19.99 for one and $20.01 or another).
  • Every once in a while it gets a little buggy when uploading a receipt, and I have to press the back button and start again. This is pretty rare though.
Expensify is perfect for a small team or a small business. It's affordable (I believe there is even a free version) and it is very easy to submit reports and to teach others how to submit reports. For a larger business, a one-stop shop for travel and expenses might be a better option. Larger companies might want more analytics as well, although Expensify does allow you to run reports.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Expensify is used across all departments to manage employee expenses and reimbursements. It does the expense approval workflow as well as the storing and capturing receipts to ensure proper accounting. It makes it easier to sort and track expenses made on company credit cards. It is also used for other expenses that are not related to travel.<br><br>
  • UI is easy to follow and convenient - web and mobile.
  • Nice workflow for approvals.
  • Uploading receipts directly from phone makes the process very convenient.
  • Web based version has a lot going on and you can be distracted.
  • The smartscan feature can be 50/50 at times. Perhaps they can provide more guidance on how to have a more successful scan?
Expensify is helpful in an organization where team members are traveling to places at the same time. Employees feel confident that it will be an easy process to submit any work related expenses.
It is smart enough and works well when there are many approvers and chains. With more improvements around scanning, I believe it can be a very convenient tool for companies to have.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We used Expensify for our entire company. We tracked all employee expenses using Expensify. It simplified our expense reporting process tremendously. It helped reduce administrative work.
  • Awesome mobile app
  • Very easy for employees to upload receipts
  • Simplified reimbursement process
  • Web experience could've been better. I preferred the mobile experience.
  • Pricing model was confusing & seemed to change a lot.
  • They push their products a lot.
Expensify is perfect for companies looking to simplify employee expense management & reimbursement process. It's very user-friendly, which saves time for the employees submitting expense reports & for the administrators who review, approve, and process reimbursement.
Jonathan Whetstone | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Expensify is being used to record expenses across all our departments. It is solving the connection of expenses from employees to accountants. We have used this for over 2 years and it has really cut down on the amount of work that our team needs to do when worrying about expense reports.
  • It has a Great Mobile App
  • It has made it extremely easy for employees to upload receipts
  • It has made it easy for employees to get reimbursed
  • They could also improve on having a better expense summary report
  • They could have a better web application
  • Expensify could have better customer service
Expensify is great for the user. Connecting expenses from start to finish and then allowing employees to get reimbursed in a timely manner. I would recommend this to other companies because it is great for users and it very simple. Another reason I gave it a 9 is because the employees at our company do not have to do that much work.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Expensify is used by our organization for expense report management, integrated with our accounting ERP system, Intacct. It allows our mostly remote team to submit expense reports paperlessly and makes approval and reimbursement very easy.
  • Picture receipts
  • user friendly
  • easy approval process
  • It cannot filter out projects by status so even closed out project still appear available for employees to charge expenses to
  • They push their Expensify card on the users
  • They are expensive and raising prices
Expensify is a great, really easy to use expense report software that I have used for many years now. I think the ease of use is far superior to its main competitor Concur from both a user and admin standpoint. It is ideal for a company who wants to get away from paper receipts and reports because employees can simply snap a picture of a receipt and save it in the app so there is no need to hold onto receipts while traveling.
From an admin perspective, it is very easy to sync the system to Sage Intacct, easy to add and delete users and easy to set up approval flows that vary employee to employee.
Score 8 out of 10
Vetted Review
ResellerIncentivized
Expensify is used across all over organization and it addresses the expense management and expense reporting problems. Since sales and product management along with presales teams have higher travel work load there are specific user experience focused changes has been done for these power users. Expensive allows great user experience by offering changes.
  • Great image capture and image to text conversion capability
  • Seamless reporting integration with SAP tool
  • Great user experience for power users
  • Mobile integration has been improved further
  • Improving integration with endpoint mailer ecosystem
  • Improving SSO features
  • Improving integrated feed broadcast to reporting managers
If you have travel intensive function then exoensify works and if you don't have travel focus much then it would not add much value. In that case you can go for other OTC software products such as SAP, Oracle, Zoho Expense and others. The strength of expensify is their user experience and that works well when you have abundance travel datasets.
Score 1 out of 10
Vetted Review
Verified User
We've used Expensify to manage our team's expenses for over four years. We mainly used it to track travel and events expenses. We like their service and depended on it for four years; however, this year we decided to end our service with them and find an alternative. This decision was primarily related to the increase in their fees and the degradation of their customer support.
  • Easy-to-use interface
  • Good approval process
  • Supports multiple currencies
  • Ability to enforce policies on expenses
  • Their pricing model is very complicated and keeps changing
  • Their customer service has deteriorated in the past two years
  • Pushing other products, such as their credit card, on customers by preventing them from keeping their current plans unless they include and pay for the new service.
Unfortunately after using their service for four years, now I don't recommend them to other colleagues. Expensify might be good for very large companies with unlimited resources looking to use all the features that Expensify offers, but even then, their customer service has deteriorated greatly in the past two years.

We used Expensify to manage our team's expenses, and they kept increasing their fees and finally they locked us into an annual agreement and changed their pricing model again. They customer support doesn't answer any questions; they keep sending links to their documentation and support forms instead of answering questions.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The entire organization is using Expensify. We use it to log any reimbursements we need as well as things the company has decided to cover for us; for example, our phone bills are covered if you're in sales, and Expensify is where I log that information every month.
  • Upload images from your phone or computer (receipts)
  • Alerts the financial team to approve or deny the expense
  • Links with your bank account for payment
  • Once you submit your expense, it is not submitted. You have to double back to your "home" and go from there actually to submit the expense.
  • I do wish that as those on the team are approving finances, it would tell you if someone has looked at it. Not just say it's approved.
Expensify is well suited for anything having to do with reimbursements. Anything along the lines of events, conferences, monthly stipends, anything your company says that you can submit a receipt and get a reimbursement for. It's easily tracked in the mobile app or online. You can see the log of what has been paid out in the past, as well as keep track of your finances.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Expensify to issue payments for work-related expenses for our team.
  • Disbursing payments
  • Autofill via receipt photos
  • Remembering expense categorizations
  • Sending the expenses to be approved is somewhat confusing for new users
  • Having a default expenses payer is glitchy.
I love Expensify for a seamless way to disburse payments. It is easy & quick to group expenses into one report.
Chloe Sayers | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It is being used across the whole organization to manage employee expenses and reimbursements. It solves the problem of expense approval workflow as well as the need for receipts to ensure proper accounting and bookkeeping. It also makes it easier to categorize and track expenses made on company credit cards.
  • Expense categorization
  • Integration with QuickBooks
  • Report labelling
  • Automatic reminders for submissions/approvals
In general, it works really well for expense tracking, categorization, and approval to allow employees to get reimbursed quickly while maintaining accurate accounting and coding. It's not super user-friendly though and there aren't a lot of in-app tips that are customizable to ensure end users are using the platform correctly.
February 11, 2020

Expensify is easy to use!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
My company uses Expensify to manage most employee expenses that we submit manually. Exceptions include ordering from shared business accounts with the business credit card already loaded into it, like Amazon Business. Otherwise, the fully-remote company I work for provides a set budget for specific activities and office supplies, then employees submit all these expenses to Expensify for approval.
  • Simple report and expense creation.
  • Clear error messages with prompts on how to correct the errors.
  • I can't think of any improvements! This is an excellent tool.
Expensify is user-friendly while also offering critical advanced features like SmartScan. I've now used this across two companies and all my coworkers have been satisfied with it!
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Expensify for random business expenses such as Ubering to a meeting, ordering food for the team or client, or pretty much any time we need to use our personal credit cards for something that is related to our job.
  • It helps categorize business expenses really well for our accounting department.
  • The ability to upload a picture as proof or additional information is huge.
  • Sometimes the ability to add a picture to a report is somewhat clumsy.
  • I wish you could submit a report a bit easier.
On our sales team, I'm not sure how we would operate or survive without having Expensify. I do not like the idea of having a corporate credit card so this is a perfect alternative. We're always making little charges on our personal cards and then plugging those into Expensify right away.
Katy Martin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our organization uses Expensify to track, manage, and approve expenses. I personally use it on my mobile app and on my computer. It's easy to use. It helps everyone stay informed about expenses and cascades the approval process through the necessary managers. It makes it convenient to track expenses on the go, including work trips.
  • Receipt scanning
  • Approval process
  • Catching duplicate receipts
  • Allowing for a visual of spend vs. budget
I highly recommend this tool for medium to large companies who need to manage and track expenses, and/or distribute reimbursements. I don't know if it'd be necessary for a small startup, though I've used it while running my own LLC. I would say it is most advantageous for people who have a few layers of management who would be a part of the review process.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Expensify across the entire company for reimbursements including documentation, approval, and payment. Currently, all reimbursements are approved by one person on the operations team. In the future, we will move to a department-based approval system. It keeps all documentation in one place and expedites the reimbursement process vs. one person manually processing the payments through our banking system.
  • User friendly - It's easy to get started.
  • Quick and clear communication - Employees know exactly when they'll be reimbursed.
  • The mobile app and web app don't have the same UX.
  • Smartscan sometimes takes a while.
It's an excellent, user-friendly system to manage the expenses process. In my experience, it's a quicker, easier tool than using a corporate-type system (eg. Workday) for the expense process. Unfortunately, when companies scale, they tend to adopt large scale corporate systems and Expensify hasn't figured out how to market and be used in those situations.
Scott Regan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
As a consultant, I travel a great deal. I used to manage receipts the old-school way: stuff them into my pockets and hope I don't lose any. With Expensify, receipts get uploaded on the fly, get tagged to a specific expense report, and are ready to be submitted with my invoices when I need them.
  • Smart scanning of receipts is a wonderful tool that saves me keystroking time.
  • The ability to create mileage receipts using the maps feature makes it unnecessary to track odometer readings.
  • Creating the expense rules can be a little clunky and difficult.
  • Some things are difficult to find. For instance, when I needed to change the mileage rate, I had to search the knowledgebase for how to do this.
Expensify is perfect for a business traveler who needs to track expenses by the client for either client payment or IRS reporting. With receipts captured and stored, it makes reporting very, very easy. The ability to integrate with Quickbooks is also a time-saver and reduces the need to double enter expenses in two different applications.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Expensify as our expense management platform, and I've been very impressed with it. It's intuitive, easy to use, and engaging. It reads your receipts and automatically inputs and categorizes your expenses, and it's really easy to submit your expense reports and get reimbursed. I appreciate that it sends reminder emails when you have a report that you haven't submitted yet.
  • An easy to use interface -- it's really self-explanatory.
  • AI/machine learning -- the system automatically reads your receipts and fills out your expense information, which saves time.
  • Sometimes the tool can take a little bit to read your receipts and input the information. Ideally, it would be a little quicker.
Expensify is really well suited to startups and medium-sized companies I think. The branding and experience is a bit lighter and more playful than previous tools I've used at a Fortune 500 company.
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