# Page 3 | ExpensePoint Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is ExpensePoint the right Expense Report solution for you? Explore 338 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/92390/ExpensePoint/reviews

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ExpensePoint

4.8 (338)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 12th, 2026

# Page 3 - Reviews of ExpensePoint

## Showing most helpful reviews

Showing 51-75 of 338 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AQ

Alex Q.  
VP of Finance  
Marketing and Advertising  
Used the software for: 2+ years

### "Expensepoint: the most value-adding, and easy to implement expense reporting system I've ever seen! "

February 1, 2023

5.0

Implementing expensepoint with our Quickbooks was the easiest implementation of an expense system I have ever been through. I have implemented other bigger , more well known systems, and have had just terrible experiences. the process was too tedius, and it required many hours to complete. One of things we really appreciated about expensepoint, was the option to purchase by reports as well as by users. it really makes a top notch software quite affordable, and the expense to use it can be completely variable based on expense reports, which is great when you are trying to control costs. We couldn't be happier.

Pros

The receipt wallet / receipt reader function is the most loved feature by all employees. the fact they can just drop the pictures, and comeback later to an almost completed expense report that just needs a couple of clicks to submit, has been a game changer for employees on the road as well as those who don't travel as much, but purchase regularly on behlaf of the company. in Accounting, we love how easy it is to review, approve, push an entrry into quickbooks, and reimburse, all from within expensepoint. the integration to automatically issue reimbursements from expensepoint, as saved our accounting staff hundreds of hours reconciling, recording, and issuing the payments via AP. Now it takes less than 1 minute to issue the payments, its simply wonderful!

Cons

We had a few hiccups entering banking information for reimbursements, but the implemenation team was able to manually make adjustments and helped us get through.

Alternatives considered

[Expensify](https://www.capterra.com/p/97594/Expensify/)[Paylocity](https://www.capterra.com/p/86714/WebPay/)[SAP Concur](https://www.capterra.com/p/380/Concur-Expense/)

Reason for choosing ExpensePoint

most value of all options. when you complare the functionality and price to the competition, is really a no brainer.

Switched from

[Paylocity](https://www.capterra.com/p/86714/WebPay/)

not enough functionality nor flexibility, recording to GL required a big deal of manual work as well as issuing the payment. Aslo, the pricing is per employee, although only a small portion of our employees travel, which made it much more expensive.

Review Source

Response from ExpensePoint

March 2, 2023

Thank you, Alex, for this fabulous review. We are thrilled that you love ExpensePoint. It's great to hear that the value, ease of use, and automation ticks all your boxes. Happy expense reporting! Kind regards, Sherry McKeen

Manuel E.  
Tecnic  
Hospital & Health Care  
Used the software for: 2+ years

### "Recomendable"

December 14, 2022

5.0

Muy recomendable y óptima en su uso da muchas facilidades de gestión

Pros

Su facilidad de uso y de gestión de gastos en empresa hace el día a día más facil

Cons

Quizas algun manual de usuario para comprender ciertas opciones al utilizarlo

Review Source

Response from ExpensePoint

March 2, 2023

Hi Manuel, Thanks for this great review. I'm glad ExpensePoint is making your day-to-day management of expenses easier. We are working on some more How-to options to support our users. Kind regards, Sherry McKeen

CB

Christina B.  
Staff Accountant  
Mental Health Care  
Used the software for: Less than 6 months

### "Goodbye Excel, Hello Efficiency!"

July 14, 2022

5.0

It's been a great experience so far and I am sure it will continue that way :)

Pros

I like that the software is easy to use, all encompassing, and very user friendly. It helps me streamline everything in a way they you naturally want from software like this. I also love the customer support. They are highly responsive, very intellectual, and willing to go above and beyond to make sure you are having a good experience with ExpensePoint. They don't just answer my question, they will go out f their way to bring up something else I might like to utilize (based off things I have said in conversation). That's what you want in a company!

Cons

This isn't so much a dislike on Expensepoint as it is on the big chain credit cards. We started off with Capital one Spark Miles CC and it turns out they do not have VCF Feed available and the Plaid integration does not work for authorized users. This really delayed our implementation. For over a month I kept trying to get it to work, then finally called ExpensePoint support who instantly knew that it would not work. They were able to give me Credit Card examples that do have VCF feed and that integrate well, which was nice. But what would have been nicer is having the sales team / implementation team we worked with ask that question. It would have saved us about 2 months of delays rolling out the software.

Alternatives considered

[BILL Spend & Expense](https://www.capterra.com/p/166905/Divvy/)[Expensify](https://www.capterra.com/p/97594/Expensify/)[RAMP interactive](https://www.capterra.com/p/158966/RAMP-interactive/)[SAP Concur](https://www.capterra.com/p/380/Concur-Expense/)[Sage Expense Management](https://www.capterra.com/p/162066/Fyle/)

Reason for choosing ExpensePoint

Price, Customer Support Reviews, Functionality, Ease of Use

Review Source

Response from ExpensePoint

November 28, 2022

Dear Christina, Thank you for your 10/10 review of ExpensePoint. We appreciate the feedback and comment about your experience with your credit card integration. I am sorry that you experienced that delay because of missing information. We have made improvements to our Sales people's knowledge of integrations to remedy this. Thank you for choosing ExpensePoint for your expense management system. Kindest regards, Sherry McKeen-VP-Global Client Relations

SR

Sophie R.  
Senior AR & Billing  
Market Research  
Used the software for: 2+ years

### "Easy and Efficient "

October 4, 2017

5.0

Pros

We have been using ExpensePoint for a few years now and we have nothing but positive things to say about the software and Team. We recently engaged ExpensePoint for a project to upgrade the way our expenses are uploaded to our financial system. The ExpensePoint team was very helpful throughout the whole process. From listening to what we needed to delivering the upgraded features to the system. We recently rolled this out globally and it is a game changer! The amount of manual data entry we were doing before this project was astronomical. The new process is not only efficient but very simple with just a few clicks of the button. We highly recommend ExpensePoint. Thank you for the continuous support.

Cons

Overall the system is great. One thing that could be updated is adding a search field to the User tab. Having so many users and scrolling through can be a pain. Another update could be to allow more lines to be exported at a time. Currently I believe it is only 5,000 and when running a report for a large category like client entertainment I have to pull it several times to get the full year. Again these are small items but would be nice to have.

Review Source

Response from ExpensePoint

October 5, 2017

Dear Sophie, Thank you so much for your great review of ExpensePoint; we really appreciate it. I wanted to make note from your feedback re: Search functionality and also the maximum of 5000 records for export. You will be pleased to know that we are already in the process of adding a search function in the User & Group Manager which will make things much easier for you looking up employee profiles. Also we are going to be expanding our maximum record length for so that you won't have to run multiple reports. Both these enhancements should be rolling out before the end of October. Thank you again for your excellent review and feedback. We are very thankful to have SSI as our client. Kind Regards, Paul Ansloos - Director of Global Sales and Marketing

MC

Mary C.  
Payroll $& Benefits Specialist II  
Telecommunications  
Used the software for: 2+ years

### "Amazing Customer service and software"

May 26, 2022

5.0

Amazing! Thank to the team that is in charge of our account. They deserve a HUGE kudos.

Pros

The best part is the customer service we receive. Our account manager and her department are on top of everything and fantastic to work with.

Cons

nothing.

Review Source

Response from ExpensePoint

November 28, 2022

Dear Mary, Thank you for your fantastic review of ExpensePoint. We appreciate your feedback regarding your experience with our customer service team. I will be passing your review on to them. Thank you for choosing ExpensePoint as your expense management system. We look forward to providing you with the best employee expense report automation for many years. Sherry McKeen – VP-Global Client Relations

MP

Mark P.  
President  
Renewables & Environment  
Used the software for: Less than 6 months

### "ExpensePoint Delivers Great Value and Ease of Use"

November 4, 2020

5.0

I had a great experience setting up the platform, getting personal training and my service rep is excellent. Again, I can't emphasize enough the level of personal support you get for such a reasonable price. I'm getting the same support an organization 100 times my size would receive. Great product!

Pros

I have 3 companies that I keep track of expenses for. This is the only product that allowed me to set up custom fields including different companies to track expenses for. I was very impressed with the level of support and attention I get for such a reasonable monthly fee. The desktop and mobile platforms work great and are intuitive to use.

Cons

I have been using the product for a short time and there is nothing I do not like about the platform. The mileage tracker is a great feature but I wish I didn't have to go into my settings to turn it on and off. I don't know if this can be improved or not, but I don't like to have apps running in the background.

Reason for choosing ExpensePoint

I liked the features and the platform design. i could tell it would be an easy to use product and would meet all of my needs, and it did.

Review Source

Response from ExpensePoint

December 2, 2020

Dear Mark, Thanks for taking the time to review ExpensePoint. We value our customer's feedback and comments. Thank you for your comment regarding ExpensePoint's capacity to customize. Our aims is to provide an excellent experience. Great software is functionality, but also the support you receive after the purchase. I will be sure to forward your positive review on to our support and implementation teams. Thank you for choosing ExpensePoint as your automated expense reporting solution. Best regards, Sherry McKeen VP-Global Client Relations

PP

Piero P.  
Ingegnere  
Mechanical or Industrial Engineering  
Used the software for: 1-2 years

### "Razionalizzare la gestione delle spese: recensione di ExpensePoint"

February 13, 2024

5.0

La mia esperienza complessiva con ExpensePoint è stata abbastanza positiva perchè semplifica e migliora il processo di gestione delle spese aziendali.

Pros

Ho trovato alcuni vantaggi apprezzabili: la facilità d'uso, l'automatizzazione dei processi, la facilità di controllo, etc.

Cons

Il costo che sembra un pò elevato, la difficile integrazione con altri sistemi.

Review Source

DA

Deana A.  
Flight Operations Administrator  
Aviation & Aerospace  
Used the software for: 2+ years

### "Easy to use"

August 1, 2019

5.0

I have only ran into the occasional issue and our rep is always quick to help me through anything.

Pros

The software is very user friendly and the cost is reasonable.

Cons

I really do not have any complaints about it.

Review Source

AM

Anas M.  
IT Analyst  
Logistics and Supply Chain  
Used the software for: 1-2 years

### "Fantastic Software with a great team behind it"

April 1, 2019

5.0

Implementation process was great. With the multi currency set up that our regional offices needed, the implementation team helped us find a solution which would work for us specifically. Post implementation, Expensepoint Support and the Customer Relationship Manager were very helpful in answering queries.

Pros

Great implementation process Easy to set up new departments, GL account etc after Go Live Easy Navigation throughout the system. U Easy to use - our users only needed an hour training session and they were then comfortable enough to use the system on their own. Good Mobile App Administrators have access to most of the system, thus allowing me to resolve issues quickly

Cons

Initially there were some bugs during implementation but they were quickly resolved by Expensepoint Developers. Support hours could be longer as being in London there is a big time difference. However, luckily we did not have to call upon their help too many times.

Review Source

Response from ExpensePoint

October 8, 2019

Dear Anas, Thank you for such a favorable review! I am glad to hear that your experience with our Implementation and Support Teams was helpful. Our goal is to provide an expense solution that meets the diverse needs of our clients, so to read that you think ExpensePoint is a fantastic solution with great features, indicates that we are right on target. Thank you for your recommendations around support hours for our international clients. We are working on this. Thanks so much for your business. Sincerely, Sherry McKeen VP-Global Client Relations

SS

Song S.  
Accounts Payable Coordinator  
Building Materials  
Used the software for: 2+ years

### "Concise and Easy to Use"

January 4, 2021

5.0

Pros

\-ExpensePoint has a user friendly interface for navigating through different functions needed. -Home page dashboard gives a good overall view about yearly spending by category. -Report search function helps program admin tracking report approval status quickly.

Cons

\-Depends on browser and operating systems, sometimes receipts section gets squeezed to size that is not visible. It happens when using Safari on a Mac system. -The mobile app does not have as much accessibility as desktop version - trouble viewing and creating authorized user's credit card reports on mobile app.

Alternatives considered

[Concord](https://www.capterra.com/p/144154/Concord/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

Review Source

Response from ExpensePoint

January 13, 2021

Hello Song, Thank you for your review. Wow! 10 out of 10 is awesome. I am pleased that you are finding the system user friendly and the reports helpful. Thank you for your feedback about receipts and the mobile app. I will share your comments with Development. Thanks for your review. We appreciate your business. With appreciation, Sherry McKeen VP-Global Client Relations

TH

Tracy H.  
Accounting Coordinator  
Mental Health Care  
Used the software for: 2+ years

### "Fantastic Support"

October 11, 2018

4.0

Overall very good experience.

Pros

For the most part it's user friendly. On occasion when we do experience hiccups I know I can rely 100% on their support team - specifically Theresa. She responds quickly to any concerns that I have and will work closely with me or our team to to resolve any issues that may arise.

Cons

The software only allows one receipt per one transactions. For example, a hotel receipt may have accommodation - food - parking on 1 invoice, we like to break these transactions down - however, we cannot tie this 1 invoice to multiple transaction lines.

Review Source

Response from ExpensePoint

November 14, 2018

Dear Tracy, Thank you for taking the time to provide a review for ExpensePoint. I am pleased that everything is going well with your program and thank you for your great comments regarding our support. We certainly know how important it is to ensure that our clients receive the support that they need quickly. Thank you for comments about Theresa; I will certainly pass them along to her. Regarding your comments about attaching one receipt to one transaction I will have Theresa reach out to discuss this as we do have a split function that will allow you to split an expense which will then tie back all the splits to one single receipt. Finally, thank you for choosing ExpensePoint and for being our client; we really appreciate it. Kind regards, Paul Ansloos - Vice President - Global Sales & Marketing.

JB

Julie B.  
Controller  
Aviation & Aerospace  
Used the software for: 6-12 months

### "Untangle the mess of expense and credit card reporting"

December 8, 2020

5.0

We have had a smooth implementation and excellent customer service. Our users like the software and the mobile app, and reports are much more detailed and provide documentation that we can save electronically, instead of files and files of paper reports and receipts.

Pros

The software is easy to use and flexible, and can be customized to fit our ever-changing needs. I like that it has multiple platforms available, and I can use it with QuickBooks Online. It automates the processes that we were doing by spreadsheet - so much easier now!

Cons

Our corporate cards are not eligible to automatically feed transactions into ExpensePoint, so I have to periodically upload them manually

Alternatives considered

[Sage Intacct](https://www.capterra.com/p/76/Intacct/)[Emburse Expense Professional](https://www.capterra.com/p/99984/Certify-Travel-Expense-Management/)[SAP Concur](https://www.capterra.com/p/380/Concur-Expense/)

Reason for choosing ExpensePoint

It checked all the boxes for what we were looking for, seemed easy to use, flexible, and competitive pricing

Review Source

Response from ExpensePoint

December 14, 2020

Dear Julie, Thank you for your kind review of ExpensePoint. "Untangle the mess of expense and credit card reporting" is the best review title I have ever heard. I am pleased that you are finding the system easy to use and flexible to fit your needs. Thank you for your kind comments regarding our support. I will be sure to pass on the accolade. We appreciate your business, Sherry McKeen VP-Global Client Relations

WE

Wade E.  
Sr Director - Accounting and Office Administration  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Expense Point "

August 7, 2019

4.0

Great tool for processing expenses and running reports. Charges derived from corporate credit cards are placed in user's profile which assists in creating a more accurate expense report. Employees appreciate the ease of use.

Pros

1) Easy to train employees on usage 2) Virtually eliminates the use of paper 3) Accessible 4) Good report writer 5) Great customer service

Cons

1) Timing out too quickly when idle 2) At times, having to switch browsers to log on

Reason for choosing ExpensePoint

We needed to provide a product to employees that is easy to use, accessible online and eliminate the use of paper.

Review Source

Response from ExpensePoint

October 15, 2019

Dear Wade, Thank you so much for your amazing review. I am glad that ExpensePoint has been a great tool for your company. It is good to hear that your users have found it easy to learn and use, and that it has made the whole process of expense reporting more efficient. I hope the issue of timing out has resolved, but I will have someone from your tech support team reach out to you. Thanks for your business. Sincerely, Sherry McKeen VP-Global Client Relations

AP

Alecia P.  
Operations Manager  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "GGFdn"

January 26, 2023

5.0

The ExpensePoint team has been great. From the start of the process with \[sensitive content hidden\] who was my first contact, and \[sensitive content hidden\] who assisted with developing the setup and format, and \[sensitive content hidden\] who provided training of the program...it has been an easy and successful process. Our staff has been able to dive right in and start using the program with ease. Everyone I worked with at ExpensePoint has been attentive, friendly, responsive and knowledgeable. My questions have always been handled in an efficient and friendly manner. We are pleased with the program and the level of support received to get us going, and the information that has been provided for support whenever we may need it.

Pros

The simplicity of the program. We were able to tailor it our needs and not have a lot of features that did not apply to those needs.

Cons

I have not experienced any cons at this point.

Alternatives considered

[Deltek Costpoint](https://www.capterra.com/p/155685/Deltek-Costpoint/)[Expensify](https://www.capterra.com/p/97594/Expensify/)[Emburse Nexonia](https://www.capterra.com/p/99986/Nexonia-Expense-Reports/)

Reason for choosing ExpensePoint

We wanted a program that works for a small organization with a dozen users. A program that is not overly complicated or filled with features that would not be utilized. ExpensePoint was able to tailor its program to our specific needs. They offered a simplified program that works great for our organization.

Review Source

Response from ExpensePoint

March 2, 2023

Thanks, Alecia, for this fantastic review. We love that your experience has been positive and that Expensepoint offers everything you need! We love that our sales and implementation team has made your onboarding easy and enjoyable. Happy expense reporting! Sherry McKeen

YV

Yolande V.  
Finance administrator  
Research  
Used the software for: Less than 6 months

### "ExpensePoint"

September 12, 2022

4.0

I have more time to do the actual reporting and less time running after paper receipts. this have changed my way of thinking about using credit cards. Just wish I had started earlier in my journey.

Pros

No more need to keep all the paper receipts, filing, chasing after all users

Cons

It just feels like a to long process to get the reports in my accounting system. If there was an easier quicker way it would have been helpful

Alternatives considered

[Expensify](https://www.capterra.com/p/97594/Expensify/)

Reason for choosing ExpensePoint

ExpensePoint was more user friendly and more concerned about my needs as a customer, they do not sell a product they sell a service.

Review Source

Response from ExpensePoint

November 28, 2022

Dear Yolande, Thank you for your kind review of ExpensePoint. We indeed endeavor to sell a service that makes our customers happy. I am pleased that you are enjoying less paper receipts, no more filing, and no more chasing after all your users for expenses. We are delighted that this automation has made your work easier. Thank you for being our client. Have a great day. With appreciation, Sherry McKeen – VP-Global Client Relations

VR

Verified Reviewer  
Director Controlling & Systems  
Leisure, Travel & Tourism  
Used the software for: 2+ years

### "Easy to use expense tool"

October 10, 2018

5.0

Good software, good support

Pros

easy to use, clearly structured, good reporting

Cons

No search functionality in user list. Lot of scrolling needed

Review Source

Response from ExpensePoint

October 11, 2018

Hello, I really appreciate your 5 star feedback and great comments about ExpensePoint. We would really appreciate the ability to contact you to show you how to use the user search feature which would cut out your scrolling needs, however you did not leave us your details ;-) . Please feel free to contact our support team and they would be more than happy to help you. Warm regards, Paul Ansloos - Vice President - Global Sales & Marketing

VR

Verified Reviewer  
Director  
Food Production  
Used the software for: 2+ years

### "Third company roll-out and it continues to improve and impress."

November 19, 2017

5.0

Elimination of paper receipts, automation of account coding, simple tool for users which encouraged adoption and prompt approval and payment of employee funded receipts which also encourage adoption. Electronic workflow ensures proper approvals and accountability.

Pros

Intuitive, even for team members who have not undertaken any formal tutorials or training. Team loves the functionality of taking pictures of receipts on the go and submitting reports even when on the road. Reporting allows us to ensure that submitted reports are reviewed, approved and paid on a timely basis.

Cons

We are still working to fully customize the software to properly track units of measure (number of attendees, nights, car rental days, etc.) but the occasional miss is not a material con.

Review Source

Response from ExpensePoint

November 20, 2017

Dear ExpensePoint Client, Thank you for your great review of ExpensePoint; we certainly appreciate the positive feedback. I am also very confident that our team will be able to accomplish all your requirements for the items that you point out i.e. number of attendees, nights, car rental days, etc, as I know the system is capable of handling those requirements already. We will work with you in configuring the system to ensure that these items are properly tracked. We are privileged to have you as a client. Kind regards, Paul Ansloos - President

AD

Amy D.  
IT Internal Auditor  
Insurance  
Used the software for: 1-2 years

### "Great Product and Customer Service!"

September 24, 2020

5.0

The benefits of time, efficiency and electronic approval have been the most rewarding features. The customer service that \[SENSITIVE CONTENT HIDDEN\] have provided in incomparable with thorough and timely responses - a wonderful experience!!

Pros

We love that the product is so versatile and allows us to customize it as needed. In addition, the ability to move from a paper system to completely electronic with an electronic workflow has resulted in huge time and process efficiencies for our company.

Cons

The only con is the learning curve associated with the admin roles; however when questions arise Customer Service is very knowledgeable and quick to respond.

Alternatives considered

[Abacus](https://www.capterra.com/p/157837/Abacus/)

Review Source

Response from ExpensePoint

October 26, 2020

Dear Amy, Thank you for your amazing review of ExpensePoint. We really appreciate your feedback regarding your experience with our customer service team. I will be passing your review on to them. I am pleased to know you have benefited from the electronic approval process by increased efficiency. Thank you for choosing ExpensePoint as your expense management system. We look forward to providing you with the very best of employee expense report automation for many years to come. Yours truly, Sherry McKeen VP-Global Client Relations

PT

Patrick T.  
COO  
Computer Software  
Used the software for: 1-2 years

### "Great Service team, flexibility for any reports you need"

August 30, 2018

5.0

Every company has its unique requirement on process and reporting. ExpensePoint service team can always make it happen for you. People are comparing UI of expense reporting between vendors when find a system. I don't really see much differences on UI between vendors. The reporting and date transferring to finance system are much more important from my experience. It would be a nightmare if I don't have a full service team to back me up.

Pros

Be able to generate any kind of reports needed for management and finance. Flexible design on approval process setting. Strong and Friendly service team back you up for all technical needs.

Cons

Exchange rate set by the system might not be the same as the rate used by bank at the time wire the payment to oversea employees. This is inconvenient only if you have remote employees from overseas.

Review Source

Response from ExpensePoint

September 7, 2018

Dear Patrick, Thank you for your very positive comments on ExpensePoint. I especially appreciate your remarks about our Service team. In my opinion, having a great experience any software can be very quickly decided on by the support you receive after the purchase, so I thank you for these comments and I will be sure to forward them on to our team. Thank you also for choosing ExpensePoint as your automated expense reporting solution. Kind regards, Paul Ansloos Vice President - Sales & Marketing

MW

Molly W.  
Accounting  
Medical Devices  
Used the software for: 1-2 years

### "Expense Point saves time"

February 20, 2019

5.0

The customer service that we have received has been excellent. Questions have been answered in a timely fashion and screen shots of our system provided to explain an issue or fix were appreciated.

Pros

We decided to utilize the Expense Point Mastercard for ease of downloading transactions directly into Expense Reports in Expense Point. No more questions of actual charges hitting the credit card - tips added incorrectly, forgotten charges, or guessing. Staff simply categorizes entries that need to be categorized and attach receipts - saving time. We then upload a file from EP into our Accounting software.

Cons

Sometimes, it seems that pulling reports is cumbersome and still figuring out potential duplicate entries from learning curve of manual versus automated entry of transactions.

Review Source

Response from ExpensePoint

March 1, 2019

Dear Molly, Thank you for your great review of ExpensePoint. We really appreciate your feedback and your comments about pulling reports. We do have an analysis report that you can run to determine if there are any duplicate entries. One of our team members will be sure to reach out to you to show you this report and also to walk you through the Analysis Manager area more. Thank you for being our client. Kind regards, Paul Ansloos - V.P. Global Sales & Marketing

DH

Deb H.  
Corporate Accountant  
Food & Beverages  
Used the software for: Less than 6 months

### "ExpensePoint"

December 14, 2022

4.0

Connectivity. Since it exports to csv, it doesn't need to connect to my accounting program. I am able to upload as needed.

Pros

Exporting to a csv and being able to import that into my accounting software.

Cons

The billable portion does not work. I also don't like the way the GST is separated from the line item and entered as a separate line. I would rather each line either have a "G" for GST or an "E" for exempt.

Alternatives considered

[Expensify](https://www.capterra.com/p/97594/Expensify/)

Reason for choosing ExpensePoint

Customization

Switched from

[Tallie](https://www.capterra.com/p/140782/Tallie/)

Because it offered more customization.

Review Source

Response from ExpensePoint

March 2, 2023

Hi Deb, Thanks for the review. It's great to hear that the customization and integration with your accounting software is a positive for you. Thanks for the information regarding the billable portion. I will have someone from Support contact you to help you resolve this. Kind regards, Sherry McKeen

KB

Kathy B.  
Controller  
Real Estate  
Used the software for: 1-2 years

### "Customer Service -- wish I could give more stars!!!"

February 1, 2019

5.0

\[SENSITIVE CONTENT HIDDEN\] has helped us create a GL upload so we can add detail to the transaction register. This assists management in tracking expenses with better accuracy.

Pros

Frankly, it's all in the training and support. Many software programs can achieve similar results. It's the personal relationship with our outstanding rep that makes all the difference for us!! She goes above and beyond to assist us and answer all of our questions and concerns.

Cons

No major concerns. Our company has not taken advantage of the app and \[SENSITIVE CONTENT HIDDEN\] has offered to help train on best practices and efficient use of the app and software. Very much looking forward to it.

Review Source

Response from ExpensePoint

October 15, 2019

Dear Kathy, Thanks for taking the time to review ExpensePoint. We value our customers feedback and comments. I especially appreciate your remarks about our training and Service team. I agree that having a great experience with any software can be very quickly decided on by the support you receive after the purchase, so I thank you for these comments. I will be sure to forward them on to Theresa. Thank you for choosing ExpensePoint as your automated expense reporting solution. Best regards, Sherry McKeen VP-Global Client Relations

TD

Tim D.  
PACS Administrator  
Hospital & Health Care  
Used the software for: 2+ years

### "ExpensePoint User!"

May 14, 2019

5.0

Overall, I would say this is a solid program that gets the job done!

Pros

I like being able to do a custom expense report and have all the tools I need to submit a detailed report!

Cons

The program is a little sluggish when uploading jpegs to attach to a report.

Review Source

Response from ExpensePoint

October 8, 2019

Dear Tim, Thank you for taking the time to write a review for ExpensePoint. We are happy to know that you are enjoying the customization and detail opportunities that ExpensePoint offers. Waiting for receipts to upload can be frustrating. We have found that clients who upload at the point of sale, are able to easily complete reports with out waiting by the time they get back to the office. That might speed up the process for you. We appreciate your business and look forward to continue our business partnership. Kind regards, Sherry McKeen - V.P. - Global Client Relations

PM

Paul M.  
VP Finance  
Marketing and Advertising  
Used the software for: 6-12 months

### "Recplaced SAP Concur"

November 26, 2019

4.0

Very positive experience with the implementation and support team. They are the best. We did run into some bugs but they were quickly addressed and never really impacted our ability top process expense reports in a timely manner.

Pros

Flexibility of implementation. Personal touch of implementation and support. Simpler more intuitive interface. Receipt reading and matching is great.

Cons

Need to have the right type of credit card for automatic upload of transactions. Our small business BofA card needs to be manually downloaded and uploaded.

Switched from

[SAP Concur](https://www.capterra.com/p/380/Concur-Expense/)

Support from SAP was difficult. New accounting requirements to allocate each expense is clunky and required too many clicks and redoing the bulk of the coding if you decided to change anything on the expense item.

Review Source

Response from ExpensePoint

January 6, 2020

Dear Paul, Thank you for your great review of ExpensePoint. I am pleased that you found value in our customization of implementation and support. I am sorry to hear that your bank does not integrate with the uploading of transactions. If you are interested in switching to a credit card that is compatible ExpensePoint issues a MasterCard that is fully integrated. I will have one of our team members reach out to you. Thank you for being our client. We appreciate your business. Best wishes, Sherry McKeen- V.P. Global Client Relations

RR

Ruth R.  
Bookkeeper  
  
Used the software for: Less than 6 months

### "Awesome! Customer service during the setup has been beyond compare. "

April 18, 2018

5.0

Pros

Customizable to our needs - we have been searching for 2+ years for a company that would make expense reimbursements to our employees an easy process, for both the employee and the accounting side. As a church, it has been hard to find a company willing to put in the extra time and brainwork to get the system set up as we need it. Found both in Expense Point. Great customer service - while we have just begun the relationship with Expense Point, they have been attentive to every question we need answered, and every detail we need worked out to ensure a smooth flow between their reports and our accounting software. Employee training - Expense Point employees go the extra mile to ensure that our employees understand the reimbursement process from start to finish, and provide links to those trainings just for us. Price - having researched a lot of companies, you can not beat Expense Point's per employee rate.

Cons

None yet! We start our live process tomorrow, so looking forward to working with Expense Point to get it going.

Review Source

Response from ExpensePoint

April 19, 2018

Dear Ruth, Thank you for you great feedback for ExpensePoint and your especially your comments regarding the your implementation experience and working with our team. They are a really devoted group and apply great attention to detail in the implementation and training for each one of our clients. So thank you for you comments and I will pass this along to them. Thank you for choosing ExpensePoint to manage your employee expenses and we appreciate you being our client and look forward to many years of this relationship. Kind regards Paul Ansloos - Vice President Global Sales & Marketing.

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