Expensify

Expensify

Automated expense management

4.5/5 (727 reviews)

Expensify Overview

What is Expensify?

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

Expensify Overview

Pricing

Starting from
US$4.99/month

Pricing options

Free Trial
Free
Subscription
Value for money

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

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

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

Streamline your expense management workflow with a free trial!


Expensify Features

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

Screenshots

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

Expensify Reviews for UK Users

Expensify Reviews for UK Users

Overall rating
4.5
/
5
Excellent
455

Very good
196

Average
43

Poor
19

Terrible
14

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

Reliable and rewarding!

- Expense tidying up
- Categorize according to projects, events etc.
- Everything centralized
- Ability to handle expenses with other team members


Verified Reviewer

Best expense tool

Expensify has made our expense reporting so much more simplified and saved everyone so much time.


Richard S.

Expensify is good for business, but bad for personal use

My overall experience with Expensify was mind-numbing, but I think that was due to the nature of my job. The actual site and program was not bad, but again, it's tedious for anything other than business purposes.


Verified Reviewer

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

Was ok and saved time, before it broke.


Verified Reviewer

The clear leader in expense reporting

A few months ago, I liked Expensify, but probably wouldn't have rated it quite as highly. Recently, however, I've been required to use Certify for expense reports. WOW, Expensify blows it out of the water in every regard. More mobile friendly, easier to use regardless of device, and much less of a learning curve.


Stefanos S.
Industry: Internet
Company size: 13-50 Employees

Reliable and rewarding!

Used Daily for 1+ year
Reviewed on 11/10/2017
Review Source: Capterra

- Expense tidying up
- Categorize according to projects, events etc.
- Everything centralized
- Ability to handle expenses with other team members

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Verified Reviewer
Industry: Capital Markets
Company size: 13-50 Employees

Best expense tool

Used Daily for 1+ year
Reviewed on 19/03/2020
Review Source: Capterra

Expensify has made our expense reporting so much more simplified and saved everyone so much time.

Pros

Expensify is in my opinion the best expense option on the market. It is so easy to use and makes expense reports a breeze.

Cons

Not really anything I dislike about expensify, but what I like the least, is I wish the software was a little smarter and able to match expenses if the receipt date is a day or two off from the billing date.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Richard S.
Industry: Health, Wellness & Fitness
Company size: 51-200 Employees

Expensify is good for business, but bad for personal use

Used Daily for 1+ year
Reviewed on 16/12/2019
Review Source: Capterra

My overall experience with Expensify was mind-numbing, but I think that was due to the nature of my job. The actual site and program was not bad, but again, it's tedious for anything other than business purposes.

Pros

What I liked most about this software, Expensify, is that it allowed for bulk imports and would often suggest categories for certain items once you upload enough receipts and it could find a pattern. In my position as General Manager, I had access to a company card and Expensify is how we kept track of everything before exporting it to our company's accountant.

Cons

What I liked least about this software, Expensify, is that it often flagged certain receipts for being duplicates or for being incorrect despite that not being the case. Unfortunately, this prevented you from saving the files correctly until the "disputes" were corrected. For a business, this can make sense or be rectified as the totals are all that really matter, but for personal use, keeping track of tiny margins and trends becomes a lot more important and needs to be protected.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Verified Reviewer

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

Used Daily for 6-12 months
Reviewed on 31/01/2018
Review Source: Capterra

Was ok and saved time, before it broke.

Pros

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

Cons

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

Response from Expensify

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

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

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

Thanks for bringing these issues to our attention!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 1.0/10

Verified Reviewer
Industry: Real Estate
Company size: 501-1,000 Employees

The clear leader in expense reporting

Used Weekly for 2+ years
Reviewed on 29/01/2020
Review Source: Capterra

A few months ago, I liked Expensify, but probably wouldn't have rated it quite as highly. Recently, however, I've been required to use Certify for expense reports. WOW, Expensify blows it out of the water in every regard. More mobile friendly, easier to use regardless of device, and much less of a learning curve.

Pros

While it's easy to use Expensify on your desktop and drag and drop e-receipts into it, it's also very mobile-friendly. For paper receipts, I always use the app to photograph my receipt. The process is pretty intuitive and easy to learn.

Cons

Expensify allows users to create "rules" that prefill some expense details based on conditions you set. This could be built out a little more. For instance, why do I need to select what card was used for a purchase if the expense automatically ported in from my credit card activity?

Rating breakdown

Ease of Use

Likelihood to recommend: 9.0/10

User recommendation
8.4/10
Based on 727 user ratings
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Expensify Pricing

Expensify Pricing

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

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

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

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

Streamline your expense management workflow with a free trial!

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

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

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

Streamline your expense management workflow with a free trial!

Value for Money
4.3/5
Based on 727 user ratings
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Expensify Features

Expensify Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customisable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.4/5
Based on 727 user ratings
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Categories

Additional information for Expensify

Additional information for Expensify

Key features of Expensify

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

Benefits

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

  • Expensify FAQs

    Expensify FAQs

    Below are some frequently asked questions for Expensify.

    Q. What type of pricing plans does Expensify offer?

    Expensify offers the following pricing plans:

    Starting from: US$4.99/month

    Pricing model: Free, Subscription

    Free Trial: Available

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

    Q. What are the main features of Expensify?

    Expensify offers the following features:

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

    Q. Who are the typical users of Expensify?

    Expensify has the following typical customers:

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

    Q. What languages does Expensify support?

    Expensify supports the following languages:

    English

    Q. What type of pricing plans does Expensify offer?

    Expensify has the following pricing plans:

    Free, Subscription

    Q. Does Expensify support mobile devices?

    Expensify supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Expensify integrate with?

    Expensify integrates with the following applications:

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

    Q. What level of support does Expensify offer?

    Expensify offers the following support options:

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