Expensify

Automated expense management

4.5 /5 (747 reviews) Write a Review!

Expensify Overview

What is Expensify?

Expensify categorizes and codes each receipt, and automatically submits business expenses for approval and reimbursement. With robust features like corporate card reconciliation, multi-level approval workflows, and direct syncs with all major accounting softwares, Expensify saves time for businesses of all shapes and sizes.

Expensify Overview

Pricing

Starting from
US$4.99/month

Pricing options

Free Trial
Free
Subscription
Value for money

For pricing details, visit: https://use.expensify.com/pricing

Individuals can use Expensify for free with up to 5 SmartScans per month.

There are also four paid options that include additional features such as unlimited SmartScans and direct integrations with accounting software.

1. Track plan for individuals and sole proprietors who want mileage and receipt tracking for tax returns, or personal expenses.
2. Submit plan for employees and small business owners who want to send receipts to managers or accountants – without the manual work.
3. Collect plan for anyone who needs automated receipt collection or reimbursement that simplifies accounting and bookkeeping.
4. Control plan for companies that need expense reporting, card management, approvals, and reimbursements.

Streamline your expense management workflow with a free trial!


Expensify Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

123283
123284
214941
591099
Expensify screenshot: Approve or reject expense reports via mobile Expensify screenshot: Categorize, tag and group expenses in a report Expensify screenshot: Categorize, tag and group expenses in a report Expensify screenshot:

Expensify Reviews

Expensify Reviews

Overall rating
4.5
/
5
Excellent
473

Very good
197

Average
43

Poor
20

Terrible
14

Value for Money
4.3
Features
4.4
Ease of Use
4.4
Customer Support
4.1
90% recommended this app
Jeff S.

Awesome software!

Overall, it has been very pleasant. The staff reply to email questions quickly and work hard when there are errors.


Nate P.

Expensify Expense Tracking

I originally used this software because it was the most straight forward "fool proof" software that allowed me to manage and track several employees travel expenses and business mileage and keeping it as simple as possible for the employees. By implementing this software into our expense tracking, our employee's no longer have to worry about paperwork and keeping track of physical receipts so long as they take a picture of it in Expensify.


Joshua M.

Expensify Review

It's a good program that keeps track of expenses. I've found it to be very convenient and user friendly.


Verified Reviewer

Expensify overcharges for their "Corporate" platform and becomes useless once your bank feed...

Was ok and saved time, before it broke.


Mark B.

Good Product - Truly Awful Onboarding and Support

While the product is good if you don't have any complications, the onboarding and support are probably the worst I have ever experienced. After a brief training session, there is no longer any phone call support allowed (only email and chat and the delays could be many hours and often days).

More recently with the COVID-19 situation, their usage has plummeted so they recently announced a doubling of pricing (100% increase) to all users if they don't switch to using their credit card which for many companies (including ourselves and including reasons like the cc syncing problem) will not work. The message about the price increase was hidden in a very very long email from the CEO titled something about support improvements.


Jeff S.
Industry: Religious Institutions
Company size: 51-200 Employees

Awesome software!

Used Weekly for 1+ year
Reviewed on 19/10/2019
Review Source: Capterra

Overall, it has been very pleasant. The staff reply to email questions quickly and work hard when there are errors.

Pros

As an approver of expenses, it is easy to reject wrongly submitted lines and tell the staff why. It is easy to approve and reimburse! They work hard to keep all major credit cards connected.

Cons

While it would be nice, it is hard to connect to every possible credit card and bank. My personal bank credit card does not connect for auto import.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Nate P.
Industry: Legal Services
Company size: 2-10 Employees

Expensify Expense Tracking

Used Daily for 2+ years
Reviewed on 14/8/2019
Review Source: Capterra

I originally used this software because it was the most straight forward "fool proof" software that allowed me to manage and track several employees travel expenses and business mileage and keeping it as simple as possible for the employees. By implementing this software into our expense tracking, our employee's no longer have to worry about paperwork and keeping track of physical receipts so long as they take a picture of it in Expensify.

Pros

The feature that won me over is the softwares ability to extract the necessary relevant information from a picture of the receipt and its reliability to accurately create an expense entry automatically. The other feature that really stands out is the dedicated email address you have to send receipts to the app. This feature is great because of rules i have established in outlook so that any "receipts" from certain companies automatically gets forwarded to my Expensify account.

Cons

Occasionally, when I was trying to submit a few large reports the app would freeze up on me. Otherwise I cannot think of any negative experiences I have had with Expensify.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 9.0/10

Joshua M.
Industry: Health, Wellness & Fitness
Company size: 501-1,000 Employees

Expensify Review

Used Monthly for 1+ year
Reviewed on 16/7/2020
Review Source: Capterra

It's a good program that keeps track of expenses. I've found it to be very convenient and user friendly.

Pros

It is so easy to load in your information, and it guides you along the entire process, as well as providing reminders if you haven't submitted, and lets you know when you will be reimbursed.

Cons

I tried letting the program read my receipt once, and it took forever. Just manually enter the information and you'll have no problem.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer

Expensify overcharges for their "Corporate" platform and becomes useless once your bank feed breaks.

Used Daily for 6-12 months
Reviewed on 31/1/2018
Review Source: Capterra

Was ok and saved time, before it broke.

Pros

Ease of launch, mobile app works decently well. Onboarding support was decent, but sadly short-lived. They still offer monthly pricing. If you're tempted to try their Corporate or higher plan, DO NOT sign on to their annual pricing plan, see below for why.

Cons

Google "expensify known issues". Review the list of the corporate cards that they don't support. Be aware that they are not disclosing the many other corporate cards that their platform doesn't support.
If you're lucky enough to use one of the corporate cards that they are currently supporting, be aware that their connection to your bank feed can break at any time. Generally, this will happen after your promotional period has ended and after your onboarding support contact has moved on.
Once the bank feed breaks you're left with only chat support, which will take an average of 12 hours or more to respond to you.
When chat support responds, it's clear that they are pasting from support scripts that have no relevance to your situation. Most responses will assume you're on a Team plan, and initially offer troubleshooting steps aimed at those clients. You'll have to explain that you're a Corporate client.
Once you explain this, you'll wait another 12 hours for a response from someone who hasn't read the prior communication chain and you'll have to explain yourself again. this sort of back-and-forth goes on for some time.
Eventually you'll get them to admit that the only work-around for a broken corporate card bank feed is a manual CSV import through each individual's account.
Don't expect any meaningful response or acknowledgement if you bother to question the fees you're paying for broken corporate access. They will not listen and will not offer any discount or refund.

Response from Expensify

Hi there, thank you for leaving your feedback! I apologize for the issues you've run into but definitely want to clarify a few things:

Re: corporate card connections. Bank connections may break for any variety of reasons, including (but is not limited to) bank maintenance, connection issues, changes in usernames/passwords, and more. Unfortunately most of these are out of our hands, but we do keep an updated list of known issues here: https://docs.expensify.com/setup-for-submitters/advanced-configuration-for-submitters/bank-import-faqs-and-known-issues.

Re help responses. We definitely don't want to have you waiting 12 hours for a response and it doesn't help that there are a lot more help requests coming in at the end/beginning of a month around billing time. I've let the team know of your concerns and will continue to improve on our response times, especially during busy periods.

Thanks for bringing these issues to our attention!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 1.0/10

Mark B.
Industry: Computer Software
Company size: 51-200 Employees

Good Product - Truly Awful Onboarding and Support

Used Weekly for 1+ year
Reviewed on 5/5/2020
Review Source: Capterra

While the product is good if you don't have any complications, the onboarding and support are probably the worst I have ever experienced. After a brief training session, there is no longer any phone call support allowed (only email and chat and the delays could be many hours and often days).

More recently with the COVID-19 situation, their usage has plummeted so they recently announced a doubling of pricing (100% increase) to all users if they don't switch to using their credit card which for many companies (including ourselves and including reasons like the cc syncing problem) will not work. The message about the price increase was hidden in a very very long email from the CEO titled something about support improvements.

Pros

It is easy for the end user to use, particularly given the mobile app. It has a lot of good controls and notifications for potential user errors or abuses.

Cons

The credit card sync features often don't work or are significantly delayed (days, weeks if at all) which causes unintended reimbursements for non reimbursable expenses and messed up accounting.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

User recommendation
8.4/10
Based on 747 user ratings
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Expensify Pricing

Expensify Pricing

Starting from
US$4.99/month
Free Trial
Free
Subscription
Value for money

For pricing details, visit: https://use.expensify.com/pricing

Individuals can use Expensify for free with up to 5 SmartScans per month.

There are also four paid options that include additional features such as unlimited SmartScans and direct integrations with accounting software.

1. Track plan for individuals and sole proprietors who want mileage and receipt tracking for tax returns, or personal expenses.
2. Submit plan for employees and small business owners who want to send receipts to managers or accountants – without the manual work.
3. Collect plan for anyone who needs automated receipt collection or reimbursement that simplifies accounting and bookkeeping.
4. Control plan for companies that need expense reporting, card management, approvals, and reimbursements.

Streamline your expense management workflow with a free trial!

For pricing details, visit: https://use.expensify.com/pricing

Individuals can use Expensify for free with up to 5 SmartScans per month.

There are also four paid options that include additional features such as unlimited SmartScans and direct integrations with accounting software.

1. Track plan for individuals and sole proprietors who want mileage and receipt tracking for tax returns, or personal expenses.
2. Submit plan for employees and small business owners who want to send receipts to managers or accountants – without the manual work.
3. Collect plan for anyone who needs automated receipt collection or reimbursement that simplifies accounting and bookkeeping.
4. Control plan for companies that need expense reporting, card management, approvals, and reimbursements.

Streamline your expense management workflow with a free trial!

Value for Money
4.3/5
Based on 747 user ratings
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Expensify Features

Expensify Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customisable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.4/5
Based on 747 user ratings
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Categories

Additional information for Expensify

Additional information for Expensify

Key features of Expensify

  • Account reconciliation
  • Accounting integration
  • Accounting management
  • Advanced policy enforcement
  • Advanced tax tracking
  • Android, iPhone, Blackberry, & Windows Phone apps
  • Approval process control
  • Auditor access control
  • Auto-reimbursement with direct deposit & PayPal
  • Automated expense input
  • Automated reporting & submitting
  • Billing & invoicing
  • Categorization
  • Compliance management
  • Corporate card reconciliation
  • Corporate card support
  • Credit card and bank import
  • Credit card integration
  • Custom business logic
  • Custom fields
  • Data import
  • Data import/export
  • Duplicate expense detection
  • ERP Integration
  • Electronic Payments
  • Expense Tracking
  • Expense claims
  • Export to major accounting packages
  • Flexible travel integrations
  • Fraud detection
  • GL code mapping
  • Inbox & guided review
  • Mileage tracking
  • Mobile Alerts
  • Mobile Integration
  • Multi-currnecy
  • Multi-level tagging
  • OCR receipt scanning
  • Offline mode
  • One click export
  • PCI compliance
  • Permission management
  • Project accounting
  • QuickBooks integration
  • Real time expense reports
  • Real time travel notifications
  • Receipt management
  • Reimbursement management
  • Role management
  • SAML SSO
  • Scheduled Reporting
  • Search Functionality
  • Third party integration
  • Time entry
  • Travel Management

Benefits

  • Track and submit receipts and expenses
  • Next-day direct deposit reimbursement
  • Mileage and GPS tracking
  • Automatic credit card import
  • Works with receipts in any currency
  • Corporate card reconciliation
  • Candidate reimbursement
  • Per diem functionality
  • Accounting integrations (QuickBooks, Xero, NetSuite, Intacct, and more!)

  • Expensify FAQs

    Expensify FAQs

    Below are some frequently asked questions for Expensify.

    Q. What type of pricing plans does Expensify offer?

    Expensify offers the following pricing plans:

    Starting from: US$4.99/month

    Pricing model: Free, Subscription

    Free Trial: Available

    For pricing details, visit: https://use.expensify.com/pricing Individuals can use Expensify for free with up to 5 SmartScans per month. There are also four paid options that include additional features such as unlimited SmartScans and direct integrations with accounting software. 1. Track plan for individuals and sole proprietors who want mileage and receipt tracking for tax returns, or personal expenses. 2. Submit plan for employees and small business owners who want to send receipts to managers or accountants – without the manual work. 3. Collect plan for anyone who needs automated receipt collection or reimbursement that simplifies accounting and bookkeeping. 4. Control plan for companies that need expense reporting, card management, approvals, and reimbursements. Streamline your expense management workflow with a free trial!

    Q. What are the main features of Expensify?

    Expensify offers the following features:

    • Account reconciliation
    • Accounting integration
    • Accounting management
    • Advanced policy enforcement
    • Advanced tax tracking
    • Android, iPhone, Blackberry, & Windows Phone apps
    • Approval process control
    • Auditor access control
    • Auto-reimbursement with direct deposit & PayPal
    • Automated expense input
    • Automated reporting & submitting
    • Billing & invoicing
    • Categorization
    • Compliance management
    • Corporate card reconciliation
    • Corporate card support
    • Credit card and bank import
    • Credit card integration
    • Custom business logic
    • Custom fields
    • Data import
    • Data import/export
    • Duplicate expense detection
    • ERP Integration
    • Electronic Payments
    • Expense Tracking
    • Expense claims
    • Export to major accounting packages
    • Flexible travel integrations
    • Fraud detection
    • GL code mapping
    • Inbox & guided review
    • Mileage tracking
    • Mobile Alerts
    • Mobile Integration
    • Multi-currnecy
    • Multi-level tagging
    • OCR receipt scanning
    • Offline mode
    • One click export
    • PCI compliance
    • Permission management
    • Project accounting
    • QuickBooks integration
    • Real time expense reports
    • Real time travel notifications
    • Receipt management
    • Reimbursement management
    • Role management
    • SAML SSO
    • Scheduled Reporting
    • Search Functionality
    • Third party integration
    • Time entry
    • Travel Management

    Q. Who are the typical users of Expensify?

    Expensify has the following typical customers:

    Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

    Q. What languages does Expensify support?

    Expensify supports the following languages:

    English

    Q. What type of pricing plans does Expensify offer?

    Expensify has the following pricing plans:

    Free, Subscription

    Q. Does Expensify support mobile devices?

    Expensify supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Expensify integrate with?

    Expensify integrates with the following applications:

    Bitium, Clearlogin, Mavenlink, NetSuite, Sage Intacct, Salesforce Sales Cloud, Stripe, TSheets, Workato, Xero

    Q. What level of support does Expensify offer?

    Expensify offers the following support options:

    FAQs, Knowledge Base, Online Support, Video Tutorials, Forum