Who Uses This Software?

Expensify makes expense management easy for everyone, from individuals tracking personal expenses to companies of any size and industry.


Average Ratings

578 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $5.00/month/user
  • Pricing Details
    $4.99 Track & Submit: Individuals $5 Collect: Groups $9 Control: Groups
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Expensify
  • www.expensify.com
  • Founded 2008
  • United States

About Expensify

Easily track your receipts and manage expenses on the go with Expensify. Just take a photo of your receipt and Expensify automatically transcribes the details. Expensify can categorize and code each receipt, and can even automatically submit 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.


142101

Expensify Features

  • Approval Process Control
  • Invoice Management
  • Multi-Currency
  • Receipt Management
  • Receipt Upload
  • Reimbursement Management
  • Spend Control
  • Time Tracking
  • Workflow Management

Expensify Reviews Recently Reviewed!


Great Expense Report Software for Small Enterprise

Feb 01, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use and implementation, low monthly cost which can be scaled as you add or remove users, completely paperless system and ability to take photos on your phone and upload them to the app, and ease of routing and tracking.

Cons: You will not get a lot of customer support and it doesn't integrate well into other applications. I don't think you would expect this of a product at this price though.

Overall: I used this software extensively in a previous position, both as administrator and user. For a small organization, this is an excellent expense reporting software product which will easily allow you to go 100% paperless. All receipts are uploaded digitally and you can take photos of receipts on your phone and upload them onto the app (which is a great app). Once submitted, the routing is very nice and you can track the progress and make modifications if it is kicked back to you. The implementation was very smooth and we were able to incorporate everything we needed, including our chart of accounts, into this product. All of our employees loved it and it is especially useful for organizations who either have a lot of people traveling or who have employees in geographically dispersed locations. We had employees living in very remote parts of the world and they were able to capture all of their expenses and submit reports from anywhere as long as they had an internet connection. The product integrates very well with all of the major credit cards so no issue there. I don't think this product will integrate with your accounting package but I don't think you would expect that from a product of this nature or price range. Expensify is hosted on the cloud so no worries about installation and the implementation process went very smoothly for us. Their customer service wasn't spectacular but this product type and cost is such that someone in house should be able to manage everything and you wouldn't likely need to contact them for anything. The product is priced on a PUPM basis and the rate is very reasonable. I highly recommend this product to any company that doesn't already have an expense reporting feature as part of some larger ERM product. You will not be disappointed!!

Recommendations to other buyers: I highly recommend this software for geographically dispersed organizations who have many employees on the go. They will be able to submit and approve expense reports remotely with no issues.

Vendor Response

by Expensify on February 01, 2017

Thank you for the thorough review, Isaac! Apologies to hear our support is not as fast as you'd like, this is something we're heavily investing our resources on and you should see faster response times soon!

In terms of integration, please let us know at help@expensify.com if you're looking for something in particular. For a full list of our current integrations (including QBO, QBD, Xero, etc), check out https://use.expensify.com/all-integrations/.

Have a great day, and thank you again for leaving us a kind review! We're so glad we're making expenses easier for you and your team!

Good Resource

Jun 18, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Our company went from using excel spreadsheets to monitor spending and expense reports to using Expensify once it was launched company wide a year and a half ago. In comparison to the old way of doing things, Expensify is a huge improvement. The software can sync with your corporate card (or personal card, if you'd like) so all your transactions are pulled into Expensify automatically. The only time a manual expense needs to be created is if you paid with cash, used a card that is not synced to Expensify or if you're entering mileage. Entering mileage is my second favorite thing about Expensify. It's very easy and can be as simple as inputting your starting destination and ending destination, and it will calculate the mileage for you. My favorite part of Expensify, however, is the mobile app. It allows you to take photos of receipts right away (especially nice while travelling) so you don't have to worry about collecting receipts and scanning them in once you're back in the office. Another nice feature of Expensify is that you can sort and put filters of your expenses to track category spend. This is very nice for our company as we receive some health wellness benefits that allow u to use X amount of money per year so these filters help us track our personal annual spend.

Cons: There are some features that have limited options for settings. The first example that comes to mind is if you take a picture of a receipt on the Expensify app, it will automatically mark that expense as reimbursable, even if you it's not.

Expensify to the Rescue!

Feb 26, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I work overseas. Mostly in Europe and my company is based in California. I work for an international charter school organization basically travel for a living while meeting with government entities about educational opportunities. My whole life is expenses. I spend my own money and get reimbursed so it's critical that every receipt, every lunch, hotel, meal, every expense is documented and saved.

I'm not the best with money and I struggle with organization on the road. Fortunately, Expensify helps me with both. Every receipt I collect can be instantly scanned and saved. There is no limit to the number which is great because someday's I have in excess of 20 receipts.

Expensify tallies my receipts as I go which assures I stay on budget and don't overspend. If I overspend or go over budget I don't get that money back so this feature is critical.

My company uses Quickbooks for accounting and Expensify integrates with Quickbooks effortlessly. For those who do not use Quickbooks, rest easy; there isn't a popular (or unpopular) software that Expensify doesn't integrate with.

If managing multiple receipts and budgeting is important to you, you MUST give Expensify a try.

Cons: Nothing. Expensify is the most complete travel expense app on the market.

Overall: Organization. Receipt management.

I love Expensify!

May 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It saves employees a lot of time and hassle on doing the paper work including keeping the receipts. Employees only need to take a picture of the receipt and submit with their phone. It is easy and timely. If expenses are not submitted immediately, at least the scanned receipts are kept in Expensify for employees to submit anytime later. With the feature of the scanned receipts, no more keeping the stack of paper receipts!

Cons: Syncing Expensify with accounting software (Xero) in order to get a complete and updated customer list is not 100% there yet. A lot of times, we couldn't submit an expense marking billable because the customer is not available in the drop down window in Expensify. This requires accountants like us to do extra work in accounting software (Xero) to fix the entry.

Overall: Save tons of time for reviewing, approving and reimbursing to employees.

I WOULD NOT FUNCTION WITH OUT THIS APP!!!

Aug 15, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: My favorite function of this app is that I simply take a photo of my receipt and it inputs EVERYTHING. It inputs the name of the place the receipt is from, the amount of money, and the date on the receipt. It's so simple! It even transfers my receipts from British pounds to US dollars automatically for me when I'm traveling. Or Canadian, or any other country I'm in. It does the conversion for me. Everything is automated. My life is so much easier, and I don't have to carry any receipts around with me. The other favorite thing is that once I'm ready to send a report in, it can be for the month, or a specific trip, or what ever, it emails the entire report broken down into categories for me in a PDF file with the receipt photos attached in the PDF. BOOM!

Overall: My life is easier, I don't have to hang on to receipts that lose their ink. And it automates everything. I love it!

Capterra loader

Reliable and rewarding!

Oct 11, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: We have been using Expensify for over a year now and I can say that it we have been pleased more or less. I really like the fact that you are given the ability to manage your expense and categorize according to how detailed you really need it.

In addition, the joint report of all expenses is neat and easy to manipulate. I would say that it is quite user friendly once you get familiar with it (you do need a few times to use it in order to get a full handle on it). The app is a strong point as well.

Cons: Nothing too bad about it. Sometimes it cannot process as quickly as I desire especially when uploading pdf files. Subsequently I have had to log out and log in again to reset it in a sense.

Other than that I would say it is a rather solid service.

Overall: - Expense tidying up

- Categorize according to projects, events etc.

- Everything centralized

- Ability to handle expenses with other team members

Capterra loader

Saves my team Time.

Nov 28, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Setup for expensify is just a few minutes.Integrates well with major credit/debit card providers.I like the smart receipt functionality and this has allowed me to capture a snapshot of my receipt and transcribe it to my teams expense report.

It integrates with our in-house accounting solution -Quickbooks ,ensuring all of our financial expenditures are efficiently streamlined.

Cons: There are times the process of taking a snapshot of my receipt via the smart scan functionality takes way longer,than normal.I am unsure why this happens.

Overall: Expensify is used in my organization to create automated expense reports of all staffs,teams and departments.Mait easy to track team expenses and know when anyone is going above the allocated budget threshold.Because it is automated,there has been no need to appoint humans to do what Expensify does and this has saved us money as an organization and won us time,would can be expended on other productive activity.

I've used Expensify as an administrator and user and have benefitted greatly in both aspects!

Jan 09, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I find that as a user, the interface is very user friendly and easy to use. I can simply upload receipts and add comments to my expenses. I find it is also easy as an administrator to reject expenses and add comments as to why they were rejected. So easy to use!

Cons: The only thing that is hard is that a report won't allow me to add an expense to it in the app. The expense needs to be added first before it can be added to the report, which is hard. Also, it would be nice to make expenses for distance in the app. Perhaps I am able but just don't know how. If so, it could be helpful to make this feature easier to use.

Vendor Response

by Expensify on January 11, 2018

Hi Elizabeth, thank you for your kind review! We are so happy that we are helping making your job easier, both as an admin and an end user :)

In regards to distance expenses, you can definitely create this via mobile if you click the (+) button located in the top right corner of the mobile app on the Expenses or Inbox tab.

To add an expense to a report on the app, simply click into a report and you should be directed to a window with a (+) button in the top right corner. Click that to add a new expense to the report.

Hope this helps, thanks again for using Expensify!

The best solution I have found for the retaining and coding of receipts!

Nov 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This is the best software/app I have used to date to manage employee expenses. As an accountant, there is a constant struggle to get employees to retain and code their receipts; Expensify makes it easy for both! The receipt matching and scanning functionality has really impressed me as well. Take a picture of your receipt, and, most of the time, it will auto-match to the corresponding transaction. Another great feature is that Expensify will generate audit-able receipts for certain small transactions.

Cons: Expensify's per user pricing can be a large deterrent depending on company size. A bulk pricing option would be much more tantalizing for larger and even mid-size companies.

Expenses made easy.

May 17, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: - Very easy to upload receipts

- Handy email reminders

- Variable options for tax which helps when working internationally

- Options to retract submitted expenses to correct mistakes without waiting for them to be declined by financing teams

Cons: - The receipt scan function is slow, to the point where everyone within our teams choses to manually upload the receipt info. This is fine as it doesn't take long but it makes the scan option pointless.

- No geotagging to show location of your purchases, such as you see in Monzo/Revelout/Stirling bank etc.

- Occasional software crashes, quite a minor complaint as you simply re-launch the app and continue

- No way to automatically link into a bank card, so your expenses don't automatically upload - This would be such a game changer!

- No total expenses viewable on app, you can see the total value of each individual claim but if you want to see how much you have claimed over the week/month/year you need to manually add them up.

Overall: Overall Im happy. They have a powerful app and uploading expenses is quick and effective. The app is decent so saves you having to use the web client. Overall it does what you need it to do, but theres some advanced functions that Expensify is missing that its competitors have (Listed above).

I would recommend this vendor if you want speed and simplicity, but if you are interested in the more advanced functions and automation then its worth having a look at competitors first.

Expense reports made easy!

Sep 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software is extremely user friendly and makes expense reports a breeze, no more saving receipts on long trips or doing paperwork. I love that it syncs with your card/bank and automatically brings in the expenses and gets smarter as you set categories so the longer you use it the easier expense reports become. I've only used the expense reports side of things so I can't speak to the other services they offer. But 10 out of 10 would recommend this product, also VERY affordable and you can have on your computer, tablet & phone makingit so easy to use!

Cons: There are times my card/bank becomes unsynced. And it may only be a week at a time. This has happened a handful of times to me in the past 4+ years so not a deal breaker but just something to be aware of. The customer service is always yuck to fix whatever issue though :)

Overall: I'm not kidding when I say I recommend this product to EVERYONE! When I give people nonprofit management advice this is at the top of my list. Great experience with this product and fast and effective customer service!

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

Jan 30, 2018
1/5
Overall

3 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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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.

Overall: Was ok and saved time, before it broke.

Vendor Response

by Expensify on January 31, 2018

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!

Super easy expense tracker for business, reimbursement, or personal

Apr 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: Expensify is extremely easy to use. You simply take a picture of your receipt or invoice and it digitally reads the receipt, figuring out what it is for, the amount, the payment method, and the merchant. It's not always perfect at doing this, but it's usually pretty accurate. You can create "buckets" so you can keep your expenses separated by type, so if you need one for your work and one for your personal and one for your side job, they can all be separated. It's also great for trips or for tracking receipts for reimbursement. We used it at my church to track things we bought for the church, and I've used it on business trips to track my reimbursable expenditures. This is made easier by the fact that you can then run reports on your expenses so you can hand those over to the other party for reimbursement or expensing.

Cons: As I mentioned, the automatic detection feature is not always 100% accurate; some manual editing is sometimes required. Also, I've had some issues with the app freezing or the camera not working. Overall though, it manages to take most of the pain out of expense tracking.

Overall: Helped me track my travel, business and personal expenses

I used this product when I was a remote worker for a startup

Apr 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: I used to hate doing my expenses because the paperwork was overwhelming. Everything about this tool is great--I can upload receipts instantly and assign a client and project to it. I'm always aware of the status of my reimbursement. It also is great for international travel, converting currencies. I get reimbursed quickly, which leads me to believe that the reporting is organized and easy to approve.

Cons: There aren't many cons that I can think of, as I used it for submitting expenses only. If you have any issues, you can get a direct response through email and phone.

Overall: Quick reimbursement, ease of use, instant upload of receipts.

Capterra loader

Expensify helps stay in touch with our expenses.

Jul 05, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Expensify has amongst the best support structure for users of any past or current software used in my organization.From the initial setup process to the day to day troubleshooting of any obstacle encountered while using Expensify ; they have been of excellent assistance.Apart from human support we get as customers, we also get access to series of videos and webinars which enable us better maximize the Expensify platform.

By using Expensify ,we have efficiently been able to manage employee expenses across my organization ; ensuring our expenses stay well under control.

Cons: Smart scanning is not as fast as I think it should be .Having to fill multiple sections for receipt can get frustrating during times when I am rushing to get other things done.

Capterra loader

Smart Solution for all kinds expense reimbursement and reporting.

Oct 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 1. Simple, anyone can easily operate this app/website without having pre-training

2. Website Design, useful tools to create reports are really great.

3. Report generate, modify is pretty simple and smart AI system to rectify any man-made error.

4. Controlling and distrubuting reports to multiple label of Finance and Accounts are highly streamlined.

Cons: 1. Sometimes I lost the entire report without seeing its update. Still has some serious bugs.

2. Hang up and not working too long time to come back to online during website updating or ease issue.

3. AI for auto creating reports and manually input data are mismatching and annoying.

Overall: I have been using this software tool from 2014 to till now. So, I am used to submitting all of my company expenses via Expensify weekly based. It's really helpful and amazing tools who saved my times and make my all financial reimbursement process easy and simple. There is some issues, bugs and updating with longtime issues which are really frustrating. I hope Expensify team will improve this matter soon.

Upload receipts and easily generate expense reports

Sep 07, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Extremely
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Pros: My favourite feature is by far the receipt scanning ability. Whenever I travel abroad for business, I come home with a handful of receipts as I don't have a corporate credit card (I do not travel frequently enough). Taking photos of all of my receipts and dragging them into expensify saves me a tonne of time. I've also heard from colleagues that there are features to integrate with taxi/uber apps so that business travel is automatically raised as an expense but I have yet to try that out. Basically, the more automated the process of putting in expense reports can be made, the better! I rarely use the mobile app to put expenses in, just by virtue of the fact that I usually just email all the photos to myself to do back in the office, however I do like knowing when expenses have been paid or to check up on their progress from mobile.

Cons: I find the the IA of the app confusing. I use the software only every month or so, and I am always confused by the fact that there are expenses, and then there are reports... so sometimes it takes me a while to realise where to go to submit my expenses. When not in the context of a business trip, I often have adhoc expenses for things, and so it feels weird not to be able to submit these without generating a report to put them in. Perhaps it is a business process feature, but it is definitely a stumbling block for me every time.

Overall: Simple expense reporting software with automatic tagging OCR for receipts

Expense Tracking Made Easy

Apr 20, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Expense tracking is typically a grueling experience. Everything from keeping track of expenses, to avoiding mistakes when reporting them is a headache. Expensify is the only thing I've used which actually makes the expense process enjoyable. The GPS mileage capture and automated reimbursement features are amazing, and everything else about the platform makes tracking expenses easier than ever before. Fixing the expense process is no small feat, but Expensify has made it extremely intuitive and pleasant.

Cons: The interface can take a little while to get used to, but once you get the hang of it it's actually quite simple.

Overall: Expensify has made tracking expenses easier than ever. It saves me time and stress, and I know no money is being left on the table.

Best tool to track my expenses

Apr 23, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: As a personal trainer, I spend a lot of items out of pocket and travel that needs to be reimburse. Expensify is one of the best software I've used to track each item for reimburse or to write off on my taxes each year. My favorite feature is that I can take a picture of my receipt on my phone and upload it to my expenses, as I tend to lose my receipts!

Cons: I have not encountered any issues within the past year of using Expensify.

Overall: I am now able to track my expenses and mileage in one location and have an overall better tracking and organizational management of each item.

Capterra loader

Ideal for a small business

Jun 26, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Being a small business without a full time bookkeeper, we use Expensify to keep all the many expenditures and accounts organized between sessions with our accountant. Expensify's integration with Quickbooks Online is very helpful as well.

Cons: We would benefit from a more detailed mobile interface, having the ability to create subcategories of expenses. Although a lot of this can be updated though once the Expensify transactions are synced with QuickBooks. All in all, this is a very helpful app for our small business.

Easy expense reporting tool

May 22, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I use Expensify to report my expenses related to work travel. I have the app on my phone and it's really easy to add expenses as they are incurred, rather than doing in bulk later. I can take a picture of the receipt on my phone and either use OCR to scan and populate fields or manually enter and save photo to expensive for additional verification/approval. I can easily see any expenses that might fall outside of policy limits, so I can submit additional justification to get it approved, rather than having to go back and forth. I also get automatic updates once my expense reports are approved and again when they are funded.

Cons: Very few cons because it's easy to use. However, OCR can be slow at times, so I often manually enter the fields which is fine for me. Additionally, when you create a new report from the app, it isn't super intuitive for where to change report comments and details. I have submitted reports thinking it was all updated by name, only to discover the comments were wrong and pulling from previous report. Just requires a bit of searching to update these sections in the app before submitting.

Overall: My company uses Expensify for expense reporting and tracking. Very easy and efficient tool.

Expensify Honest Review

May 24, 2019
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: I have a love hate relationship with Expensify. First with the positive, I love how I am able to expense items through the company and receive a refund in a relatively short amount of time. I love how you're easily able to take pictures of receipts and collect new expenses. Overall, a straightforward easy to use application.

Cons: Being on the administrator side as well the categories are an incredible pain. For the most part it is straight forward but from experience I've had so many instances where I reject expenses from the team because they are not categorized correctly. This take up so much of my bandwidth during my day when it really shouldn't be. I wish there was a simpler way to automate categories but as of right now it has been reeducating the team on which expenses so into which category.

Overall: Overall experience has been great. I love from a user experience how easy it can be to submit expenses and receive a reimbursement. From an administrators perspective it can be a real pain going through everyone's expenses and sometimes correcting them yourself.

Fantastic Tool

Mar 06, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We mainly use Expensify for reimbursement reports and to track credit card receipts. We don't even use it to its fullest function and still highly recommend it. Especially now that the pricing is based on usage, it's a no brainer! You only pay for it when you use it and based on how much you use it, which means there's really no risk in purchasing a subscription! It also makes reviewing and reimbursing reports easy and the historical reporting is very handy if a question arises after the fact.

Cons: The only thing that can be confusing is that you have to add an expense and then start a report and link the expense to the report. Every employee I've ever worked with has gotten tripped up with this step, because instinctually, everyone assumes you can start a new report first and then add an expense to the report. In general, this is a small complaint, but it would be more intuitive if the first step was creating a report.

Overall: Overall, we really like Expensify and the pricing structure works so well for us given our infrequent use. There are many features and functions that we don't need as a company, but considering the features that we do use are so easy, I would guess the rest of the product is just as great!

Expensify has helped us manage our expenses and brought our whole team to the next level!

Jun 11, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Extremely simple and intuitive. Snap a picture of a receipt and let the software do the rest. It's like having your own personal finance assistant. I love it!

Cons: I've had a few issues here and there with the credit card import sync, importing expenses properly from bank account. I've also had a few sync issues with quickbooks category sync.

Overall: Helped our whole team better manage our expenses and finances. And helped our small nonprofit stay on top of our finances and stay compliant.

Expensify is making personal expense reporting so much easier (minus the technology learning curve)

Aug 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Expensify's best feature is that you can easily add an expense to an expense report at the time of creating the expense (snapping a picture with a smartphone app) rather than waiting until the end of the month to create the whole thing. Since we arranged our settings to auto submit, a report gets sent on a timetable that works for us (monthly). This feature allows expenses from piling up.

The set-up felt intuitive to me. We were able to adjust it to our own General Ledger codes.

Features like emailing receipts to the expense report and smart scanning (the app attempts to read and auto-fill each receipt) makes completing the report much easier.

Our office doesn't use direct deposit to bank accounts after the report is properly approved, but it does have that feature.

Cons: We are trying to implement the software office-wide, and those who don't like technology changes find it hard to adjust to using the app. So they scan and email the receipts to themselves to add them to the online software. I feel like they have more steps than a paper expense report.

They do not have non-profit pricing. Our department is the only department currently using the software and I doubt if the whole building ever will because the price is geared toward corporations.

Overall: The software makes expense reporting super easy! After the initial set-up and learning curve, it saves time from both an employee who submits the report and the person that approves the report.

Makes one of the dreaded things that you hate to do for work (expense reports) super easy!

Apr 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to uplaod reciepts. Love the ability to make a purchase, take a picture of the reciept, uplaod the picture and being able to get rid of recipet and not have a ton of recipets filling up my wallet when I travel is AWESOME!

Cons: The milage app is good but could be imroved if it saved default address that I frequently use so I don't alys have to type in the same address for my milages.

Overall: Makes getting my expensise reprts done so much quicker and easier

Really good software to keep track of expenses.

Jul 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software is one the most important tools on my daily used to keep track of expenses and to import the data to quickbooks for more efficient way to have all our accounts in order

Cons: No issues at all the software works well and it helps us as its advertise. and we cannot spend a day without it.

Overall: This software helps me keep track of the daily expenses and it helps me import the date to quickbooks really quick and I can keep in order all my accounts

Great in theory, from a bookkeeping POV

Dec 21, 2017
1/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: When working properly, it easily brings account codes, jobs and copies of receipts into accounting software. It links to various credit cards with the paid version for easy reconciliations. The biggest benefit for my application was having the individual card users coding and providing backup for their transactions with the ability to then very easily reconcile in the account software (I use Xero).

Cons: The customer service is the worst I've ever encountered, of all companies I've ever worked with in my life. All questions are submitted via chat with a minimum of 2-4 hours between responses. This makes a conversation impossible. There is no help with initial setup or training, which would likely reduce all subsequent problems. Even for an accounting firm who wants to implement the software to a number of clients, there is no personal help. There are constant issues with the credit card links and the sync needs to be manually updated to reconnect. This is not apparent until the user realizes that transactions are missing. From a workflow perspective, these issues should be resolved automatically or a notification received. There are constant changes within the software without forewarning. This makes using this product a constant battle with regularity. It's also not as intuitive as it should be. My clients often tell me the same, that the software just simply doesn't work well. As a small addon to a much larger web of integrated softwares, the amount of issues I had with this software makes it not worth using for my firm. My frustrations with getting it set up properly for my clients was met with indifference by the staff. Ultimately, in a world with many other options, I was forced to go elsewhere.

Simplify the process of managing your receipt and expenses using this cloud-based application.

Aug 05, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The mobile and website interface is very user-friendly and easy to set up and implement. It provides a lot of integrations with other accounting tools like QuickBooks and NetSuite that helps in facilitating direct reimbursements. From the time you get your receipts, it automates the expense reporting process. Manual entry is eliminated, reducing majority of errors by employment of OCR technology. They provide attractive and affordable monthly plans. While you sync your corporate card, all your transactions get synced automatically. You don't have to wait till you reach your office to scan your receipts, you can just take a photo of the receipt and upload it. You can categorize and put filters to your expenses. It eliminates paper receipts by using these scanned receipts. Reduction in the time consumed for reviewal, approval and reimbursement process.

Cons: Few configuration settings only available for admins. The customer service takes a lot of time to respond. Provides limited reporting capabilities. The absence of a reminder feature.

Makes my life easy

Jan 11, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Ease of use! After taking a pic of receipt for credit card charge for the business card then it just handles it and tries to code it where it did last time! I just love that! My clients also love it so I am a big fan. It helps us do the pre accounting we need.

Cons: There are some strange parts of the setup to connect to Intacct that I think could use some work... Especially since they are a CPA.com partner now. Getting that integration right would be amazing. Also- having all card connections would be key. Then I never have to debate putting a client on the software.

Capterra loader

Great for tracking your expenses for work

Aug 21, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: Overall I think this product is great for tracking expenses for my work. Its easy to track with pictures of receipts and easy to add any additional information. The app is easy to use (mostly) for tracking things when you are on the go.

Cons: I find it hard when submitting a monthly expense report to the office manager, that its difficult to submit one via the app. Most of the time I will have to get on the website and create a report and submit it that way. Not a huge inconvenience for me but it could be for others who are on the go and traveling a lot.

Overall a Good Tool

Mar 19, 2015
4/5
Overall

3 / 5
Ease of Use

5 / 5
Customer Support

Comments: The expense reporting feature works great for setting up rules and workflows to get things processed, and keep reports organized. Customer services response time is great, and everyone seems very helpful and friendly!

Only disappointment was the function for categorizing credit card transactions is a bit of a pain (especially if you make a variety of different purchases from a company like Amazon and are constantly re-classifying them). We actually stopped using this feature of the tool because it took longer to do our monthly credit card reporting in Expensify than it did on an excel spreadsheet that we would upload to QuickBooks.

Overall it's a good tool that I would recommend for employee expense reporting!

Vendor Response

by Expensify on March 20, 2015

Thanks for the feedback Katherine! So sorry to hear that categorizing expenses is causing you this difficulty though. This isn't something that we hear a lot of complaints about so I am wondering if there is something we could do to help you streamline this process.

Without knowing more about your specific use case I want to bring your attention to our Help page has a few options for troubleshooting: http://help.expensify.com/rules/.
In short, you can:
edit categories directly from the Expenses page.
Select a category right when capturing receipt images on our mobile app.
Use Expense Rules to pre-assign categories to different merchants. This wouldn't address the Amazon use case, but for merchants that are always categorized the same, (such as restaurants) this will automatically apply categories for you.

If there is anything else we can help with please reach out to help@expensify.com and we would be happy to help in any way we can.

Easy to use expense software that you can only appreciate it if you've used anything else.

Mar 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Simple. Easy to use. Automated receipt scanning. Automated categorization, with smart features that learns from your changes and preferences. Works on multiple platforms, although the mobile app is the most useful. Submit and edit expenses anytime, anywhere. I've yet to come across anything else that works as well. This will save you time and money, and most importantly help your employees maintain their sanity while filing accurate expenses.

Cons: The "smart scanning" of receipts was very buggy a year ago, but seems to work fairly well now. In the past I avoided it and entered everything manually, instead of trying to spot the mistakes. The only issues I seem to run into now is when a vendor doesn't list their name at the top of the receipt or in large/bold letters. It will often pick up something else like the address as the business name. It's pretty easy to spot though.

Overall: Really the only way to appreciate Expensify is to use any other expense software. You'll quickly realize just how much time is saved with this little app. I can expense on the fly, before I even walk out of the store, with just a matter of clicks.

Capterra loader

An Easy Way to Track Your Expenses

Nov 28, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Expenses come in and need to be accounted for. You need a quick and easy way to get them out of your inbox, wallet, credit card statement, etc. and onto a cloud platform. So, in short, Expensify does what it's purports to do: it tracks expenses. There are also a lot of other features that I don't use, so it likely can be as robust as you want it to be. I use my account very simply. It's nice, too, to be able to track mileage.

Cons: I think there are too many clicks required to get to the entering. It's easy enough and quick enough, but it could be easier and quicker. I would like there to be a more simplified interface for people that don't need to use all the bells and whistles.

Overall: Overall, the experience is pretty good. I was using something else and that stopped being developed, so now I use this and I will likely not be switching because I didn't find anything better in the "freemium" realm of products that do this.

New and improved!

Apr 16, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I am a huge fan of the recent overhaul of Expensify. It makes managing expenses easier and more intuitive than the previous, sometimes frustrating version. They really listened to the customer to create a user interface suitable for various needs.

Cons: So far so good. Unlike some of Expensify's competitors, they failed to reach out to me and thank me for being a customer also failing to welcome me to contact them with any questions. This raises a red flag as it makes me free as it would be a hassle if I indeed had an issue that needed solving.

Overall: I love the fact that for the low price for a single user that Expensify includes credit card integration. Only a few have real-time integration but unless you are a very large company or pay much more for premium features.

Makes expense management a (somewhat) pleasant experience

May 18, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: For any software that requires tedious entry and categorization of items, the key is performance. Expensify meets the bill, both with the website and mobile application. Creating reports, adding expenses, navigation is all very fast. Expensify autosaves all report activity which is a lifesaver if you accidentally close the site or mobile app. Smartscan allows you to take a photo of the receipt and Expensify will scan the photo and auto-populate categories. This saves SO much time compared to having to scan receipts and upload them.

Cons: It would be nice to have more integrations with other travel systems, i.e. travel booking systems, ride share applications, hotel chains. The smartscan feature is hit or miss, sometimes it picks up all the information and other times nothing gets auto-filled. You also can't combine receipts in the same smartscan, i.e. two taxi receipts don't get totaled together. Smartscan also isn't great at understanding foreign currencies, this sometimes makes for amusing reports.

Overall: Snappy performance and modern features for expense management.

Expensify

Nov 14, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Expensify is a great tool for keeping track of business expenses, whether your dining out, traveling, or paying for a place to stay. Expensify has features that makes this process easy.

Expensify streamlines data entry with smart capture capabilities.

Customizable tags so users can categorize expenses in a way that makes sense to them. Also, can visually see the cost breakdown on your dashboard.

Capture mileage with a GPS tracker takes out the hard word of calculating yourself. This also makes sure you get an accurate result.

You can create invoices to anyone even if they do not have an Expensify account.

Automate when you want reports generated (daily, weekly, etc).

Connect your credit card/bank account and automatically pull in transactions.

Overall, Expensify does a great job and is very affordable.

Cons: Usually, with a product with many features, the likely problem is usually that the UI is a little hard to use at first. There is a learning curve to the product. Sometimes I have issues with the smart scan but that could be caused by my cell phone camera.

Overall: Company wide uniform Expense tracking. The benefit we realized is that with Expensify we can streamline generating and processing expense reports.

Good product, non-existent support

Apr 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: The product is good. It's flexible, easy for users to adopt, and it's available on multiple platforms.

Cons: We have had two issues over time that have required tech support from Expensify. Both times the issues were ultimately not resolved. The company has tried to automate tech support in a way that eliminates the ability to talk to an actual person. Ultimately, we decided to migrate away from Expensify to a platform that provides better support.

Overall: The tool is good, but tech support and actual customer service is so lacking that we switched tools.

A MUST for mobile record keeping!

Oct 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to keep track of expenses while on the go, mileage, receipts. Integrates with accounts in a couple of clicks. Very simple, user friendly!

Cons: There's not a button that reaches out to grab our employees to make them actually DO these simple steps to keep perfect records while on the move.

Overall: fantastic, time saver, syncs with our existing financial management tools very easily.

Submit reports easily with Expensify

Apr 26, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Great tool for submitting expenses. Pretty easy and intuitive to use, the interface is built the way and it gives hints and tips where/what to fill.

I also love the view when you can see all submitted resorts and their status, moreover, email notifications make it easy to always stay up-to-day about any changes made to your report.

Another great thing is that you can use it on desktop as well as on your mobile phone, make document photos/scans in a couple of seconds and attach them to the report.

Cons: It would be better if "Generate PDF" and "Add documents" would have the icons that clearly show the functions, faced a couple of times with the issue when I need to attach the file, but clicked "Generate PDF" button instead

Excellent and very convenient too

Oct 24, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: It is very simple to use. Can be customised and you can export the data very easily which makes it awesome. Also the mobile client is perfect for sales people who are on the move.

Cons: Nothing much. I am very happy with the product

Overall: I have been using Expensify for years now. Find it very simple to use (I mainly use it from the mobile) and can export the data easily (which I do from my laptop)

Capterra loader

Look no further! The right expense app is HERE!

Feb 20, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the ability to manage all of my expenses on the go. No more shoving receipts into my pockets with the hope that I will be able to find them later. Quickly snap images of all expenses and have the application automatically add the info into a personalized expense report.

Cons: None to list! This product is amazing. Keep it up Expensify!

Capterra loader

Expensify: An Expense Manager

Apr 28, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Expensify is an expense manager application used to manage expenses in between a group of individuals or a single person. It's a perfect travel/living expenses app.

People can add the screenshot of the bill and the software do rest of the things.

Cons: It's although a pretty nice software but it take some time to become use to of it.

Makes expense management easy with my company!

Nov 15, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 1. The best thing I like about Expensify is it's smart scanner. If forward a bill or receipt to expensify, it will automatically scan it and create an expense for me, by filling the amount and the vendor. It also attached the bill email as attachment in the expense. That makes my life a lot easier!

2. The next best thing I love about Expensify is it's rules. When I create an expense, I can create a rule out of it. Next time if a similar expense comes up, the rule will be used to populate the required fields. This leads to me typing almost nothing. Just mouse clicks

3. It also warns me about duplicate receipts of sorts and asks me to review it!

4. It makes sure I am following the policy rules while creating expenses or reports, and gives me a warning and an error about it

Cons: 1. The smart scanner takes a lot of time to actually scan the emails I send. It does scan it in sometime, but I would like it to be quicker, rather than loading for so much time.

2. The suggestions feature in the expense section is not good. The suggestions search exactly based on what I type and look for prefixes. Instead I expect the search to be a fuzzy search, as it's tough for me remember the correct option to choose without knowing the name.

Overall: The overall experience has been quite good. I am expecting more features from Expensify though

I have loved my experience with expensify. It has streamlined my receipts and expenses process.

Apr 17, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: I love the ability to track EVERYTHING, from receipts to mileage to credit cards, all in one place. The online access is fantastic for business trips. I no longer have to wait until I'm home to calculate and input incurred expenses.

Cons: The fact that the reports need to be submitted and approved is probably very helpful in most businesses, but in the church, as the pastor, I use it for personal accountability so that I have records if needed and to have them for tax purposes.

Capterra loader

No more wasting time filling out expense reports

Aug 07, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Able to add expenses on the spot just by taking a picture of the receipt on your phone, or forwarding an email receipt. Also the ability to add mileage daily.

Cons: The smartscan function is not always correct or intuitive. Double check totals and names of businesses against receipt. Also the smartscan function can lag.

Expensify

Sep 27, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: Easy to use and works in conjunction with TSheets, which our company LOVES. TSheets is easy & has phenomenal customer service!!

Cons: They do not have a customer service priority in the company. They do not have a phone number and indicate they only provide support online (the support I received was via email- I don't even see that live chat is an option). They can't be bothered with immediately resolving their issues and work via delayed emails. we are trying to get through a busy time with them and will look to switch to a customer service friendly company.

Overall: Terrible customer service with no indication they will be putting effort in to make changes.

Capterra loader

Expense Reports that Don't stink

Dec 14, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Expensify's tagline, 'Expense Reports that Don't stink' tells you everything you need to know! I've used a variety of expense reporting system and Expensify is by far the best. With a phenomenal mobile app and simple integration options to link credit cards, Expensify actually makes creating and modifying expense reports a snap. And, with a super modern, responsively designed interface, it's easy for anyone to create new reports, add new expenses, and view and print existing reports.

Cons: It would be nice if there was an ability to see additional reporting regarding spending habits or the ability to see reports based on expense types, such as travel or food and beverage.

Overall: Expense reporting has historically been a major pain point for employees. Several have commented that expense reporting can sometimes take an entire morning or afternoon to complete. Expensify, more than any other benefit, saves our employees valuable time. Whether adding receipt images, uploading files, or adding new expenses, Expensify takes the pain out of expense reporting. And that's not an easy thing to do!

Great customer service and quality product

Apr 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Their customer service is some of the best I've ever seen. Any time we've had a problem (which wasn't often), they have always been very responsive and have resolved the issue quickly.

Cons: I do wish there were a few more features that could possibly integrate into our accounting software a little bit better.

Ok for personal expenses

Aug 21, 2018
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Pros: The app helps track expenses on a daily basis. It also helps make claims on a corporate level. The app is user friendly and light weight

Cons: The app need integration with many corporate systems so that it's easier for reimbursement. Personal expenses can be tracked but they obviously do not get reimbursed