Expensify

Pros

Expensify is one of the best software to record daily spends and claim reimbursements. Its easy to use, easy to navigate, simple dashboard. Anyone can use this easily. You can pull combine as well as singular reports for the employees.

Cons

In reporting I have faced the formatting issues. due to this its take time to make that report correct.

Pros

We have been using Expensify for a long time and syncing it with different systems, including Workday and Netsuite. Expensify allows us to customize our policies to include custom fields from Netsuite which is a good feature. The approval workflow is straightforward and user-friendly, and the best part is that it doesn't require any training. Approvers can easily review expense reports with receipts attached to expenses. We reviewed other competitors' software and found them either expensive or not up to par. However, Expensify is a true value for money.

Cons

So far no complaints and it serves the purpose.

Alternatives Considered

Reasons for Switching to Expensify

Pros

Dishonest added services without permission, tripled price… ending all services , like the product serves the purpose if they were not scamming people

Cons

Dishonest added service and tripled the price all I need and use is receipts they can see that after a year as a client

Alternatives Considered

Reasons for Choosing Expensify

Switched From

Reasons for Switching to Expensify

Pros

Ease of use and ability to finally organise my receipts in time for the gestor. I didn’t have to presort them as they are saved and retrievable digitally by category or date or supplier. I liked that I could just email a bunch of receipts off at the same time to Expensify and they would upload all the receipts later ready for me to check and categorise and of course it remembers categories so you can save on time doing that too.

Cons

If anything the time to upload a receipt manually could be improved. I wasn’t sure if I had done it correctly or not the first few times I tried and it sort of felt a bit clunky. This was from my iPhone XR though so not sure if it’s a better experience on android.

Alternatives Considered

Reasons for Choosing Expensify

Reasons for Switching to Expensify

Pros

Nothing can beat the "Snap and Go" feature of this app. I can just take a photo of the receipt and expensify automatically extracts all the expense data. Another feature i liked about this app is that it gives me expense report automatically (once its sent for reimbursement, after its approved and after i get reimbursed). Expensify reimburse me directly to my bank account and its mobile friendly as well.

Cons

SmartScan is a great feature Expensify has but its not perfect. Sometime it gives error while scanning which can be pain. And its also a offline app.
Other than these two, this app is second to none in this category of application (Expense management category).

Pros

We can easily track the record of expenses and find out particular person with whom those expenses are paid.Attachments are also very easily uploaded.

Cons

Everything is amazing about product. One thing which i feel that is not good for product is anyone can see the expense on the portal u just need id and password.

Pros

Very easy to import credit card csv files. The mobile upload and auto scan feature is great!

Cons

The monthly cost was pricey. Could not justify the monthly expense to manage expenses.

Pros

Their technology looked good on the front end. Their app is very functional and user-friendly.

Cons

The progress they made on product enhancements was slow

Pros

Expensify makes it easy to manage my expenses within the company. It's very fast to use and super user friendly!

Cons

The smart scanner is a great idea, but unfortunately the performance isn't as good as the idea. I take less time filling my reports myself than using the smart scanner

Pros

I like that Expensify automates the entire process of expense management through receipts capturing and expenses categorization.

Cons

I have not had any bad experience with Expensify on my end.

Pros

I've been using Expensify for many years now to keep track of my monthly expenses and get a full and proper report for our accountant. Expensify offers few but essential options, even with the free version. You upload receipts from your cellphone, get them scanned and their information automatically filled within Expensify. The reports are clear and complete. Overall, it does exactly what you would expect from such a tool.

Cons

Some options are "hidden" and not easy to find in the first place, making the tool acting strangely. For example, last year, at some point, without doing anything on my part, my reports were automatically closed and sent to my manager before they were completed. I had to go and change the settings in a part of the options I've never used/seen before. After that, all was good though.

Pros

I love the fact that it tracks employees business expenses easily. It has a great UI for users like me and it's easy to manage. Am able to submit and approve expense reports especially when my clients are traveling. It offers a self-service setup with dedicated support making my job easier

Cons

Its customer service only favours large companies bt small businesses or self-employed like me we can only receive support through chat or mail. So it is challenging when something complex needs to change

Pros

Loving the simplicity of use of the Expensify app, helped me tremendously while travelling for work in keeping track of my travel expenses. Loving also the on-the-air currency exchange feature when submitting receipts that happens on the app.

Cons

No cons so far, loving the app and awesome support team.

Pros

I like that I can see past receipts and expenses. I also like the app.

Cons

There do seem to be some areas that require too many steps, in my opinion. For example, if I wanted to mark down that there were others at the dinner table, there are several extra steps that you need to go through.

Pros

Not much now that I found an alternative expense reporting system for my company. Expensify was great when there was little other competition. The price was more reasonable than others. The receipt matching was decent, and it was awesome to have it integrated with Quickbooks to reduce financial admin.

Cons

It is very clunky and slow. It would take forever to pull reports, make changes, or create pdfs. It is also expensive in comparison to new kids on the block that are more feature rich with advanced technology that are free.

Pros

Expensify makes it pretty easy to manage expenses, especially in larger companies. It integrates well with other software and is self-explanatory for people to use.

Cons

It doesn't have the nicest interface and some of the features could be streamlined. It's not as delightful to use as other competitors, like Pleo.

Pros

Expensify makes tracking receipts and sending them to the business office flawless. As long as you take a picture, the rest is easy.

Cons

There’s nothing I don’t like about Expensify. It’s easy. The only suggestion is something it thinks two charges are duplicates when they’re not but Expensify lets you resolve it easily.

Pros

Email receipts to upload to Expensify is super convenient.

Cons

Amex account activity import can be finicky.

Pros

I like the ease of use, and lack of flashiness of Expensify. Mobile seems to work well, and the receipt scanning is quick often.

Cons

IT is very bare bones, it works ok, but there is little intelligence to it. for example when entering mileage it should know what category that is.

Pros

The ease of use and the mobile app. I love how everything is well designed and how you can get a summarized pdf when the report is closed.

Cons

The summarized pdf report could provide better visibility of the receipts. An option to do excel o CSV instead of pdf would be great.

Pros

Expensify makes it very easy to record expenses, the user interface is very simple and you can even upload receipts.

Cons

The web based version is not as straightforward as the app. The interface looks very busy

Pros

Easy to use, integrate to NetSuite, can open multiple policies with different currencies and different definitions

Cons

Reports are very basic, I am unable to change anything in them

Pros

I think the "default rate" for gas reimbursement is one of the best features they offer... that we utilize. It is great to have a rate set to the market of the person in the field because we have employees across the country, gas prices vary, and we want to fairly reimburse people. It is much easier than having to set a rate ourselves, monitor it, and change it as the market does.

Cons

It's not the most user friendly site to navigate. It is difficult to figure out how to submit an expense without some playing around. Since there are several ways to submit an expense, it is hard to tell if you are done and set to be reimbursed.

Pros

Super easy to use and learning how navigate through thr software

Cons

Honestly, there wasn't anything that i wasn't happy about

Pros

Easy to upload receipts from the phone and submit expenses

Cons

Some search results don't appear easily in the drop down list.

Cons

I am writing to bring to your attention a profoundly concerning issue that I have encountered with your company's customer service procedures. It is imperative that everyone be made aware of how customers are treated within your organization.

To provide context, I recently registered an account with your company and underwent a series of verification processes. During these verifications, I was requested to obtain a letter of verification from my bank. Upon communicating with my bank, I was informed that such a letter could not be provided. Instead, we agreed to proceed with a phone verification process.

Subsequently, your support team instructed me to schedule a phone verification appointment. However, my appointment was canceled two hours prior to the scheduled time without explanation. I was then asked to undergo the verification process again, including re-uploading my identification documents. Despite completing these steps, I was still asked to provide verification using another form of identification, despite having already used my California Real ID.

Feeling increasingly disappointed and frustrated after three days of continuous demands for documents and unreasonable requests, I expressed my frustration by using the F-word twice. Regrettably, a representative from your company responded by threatening to discontinue service and implied transferring my case to another support member. However, when I requested assistance from another support member, I was told, "I'm not going to assign you to anyone else in our team until you're able to avoid being aggressive with our team."

I wish to emphasize that my use of inappropriate language was limited to two instances of the F-word. Furthermore, I was assured that your company does not have managers, and I was refused the opportunity to be assigned to another support team member. Subsequently, the support chat was abruptly terminated, and I have been unable to locate a valid telephone number for further communication.

It is deeply concerning that, despite providing personal and banking information, as well as linking my bank account, I was subjected to punitive measures for the use of mild profanity. This treatment is entirely disproportionate and unacceptable.

I am formally requesting a thorough investigation into this matter and appropriate action to rectify the situation. Additionally, I expect assurance that my account and personal information are handled with the utmost respect and security.

I anticipate your prompt attention to this issue and a satisfactory resolution. Please contact me at your earliest convenience to discuss further.

Pros

The flexibility from an admin standpoint: easy to add new employees, add new expense categories, many options to search from.
Easy to extract reports.

Cons

It is quite difficult to use as a first time user, especially if you are not someone who is used to the concept of expenses and expense reports.

Pros

Easy to document and submit expenses. It also lets you know if you submit duplicate receipts.

Cons

Customer support doesn't resolve issues.

Pros

I like the ease of submitting expenses and pictures

Cons

Needs some work around types of expenses and multiple invoice attachments

Pros

We loved this tool. It worked so well for our nonprofit. It integrated well with credit cards and payments.

Cons

Two things completely turned me off of Expensify. THey started integrating DEI into their marketing. I remember coming to the site and they had splashed all over the screen BLM material. I dont need their progressive ideals of BLM or pride shoved at me. Just process receipts.

The second thing that turned me off was that I was no longer able to connect with my primary banks.

Alternatives Considered

Pros

Compared to an equivalent service - nothing, they don't compare.

Cons

Very sketchy billing process - if you make any changes, your new subscription date changes with the date of the change. No heads up - it just appears on your statement. Good luck getting a person to talk to, 5 or 6 unanswered emails - called our customer sales manager, she also neglects to respond. Their customer service is severely substandard. You get a live chat and that is it. Our company has jumped ship - I highly recommend you do your homework before utilizing this program, we have found another which is leaps and bounds better and a third of the price. MAKE SURE YOU TURN OFF YOUR AUTORENEW - if you choose to use expensify. I guarantee you you will end up changing to another platform if you didn't do your homework properly on their "lack" of service / customer service and must find out the hard way.

Pros

I like that i can email my expenses and it automatically creates a report. It makes it incredibly simple to submit and track expenses.

Cons

Sometimes scanning takes a bit longer than expected.

Pros

It makes it very easy to reimburse my staff for their expenses.

Cons

It can be a bit complicated when trying to upload receipts, but once you figure it out you will be fine.

Pros

User friendliness is uncomparable. Straigforward options and clear visuals.

Cons

The lack of billing, invoicing and cost tracking features. This is why we switched to CORE. I hate CORE. I love Expensify. I miss it

Pros

Very good recognition success rate, once setup very easy to use.

Cons

High learning curve for initial setup for company use. Exporting all data out can be a challenge. Lacks integration with some popular platforms for accounting.

Pros

The design of the product itself is not bad.

Cons

Hard to integrate with other systems, not very user friendly and not cheap for what it is.

Pros

Once you've got the hang of using it, Expensify will make managing expenses simple. I've done the same thing with paper, spreadsheets and Concur and the experiences were terrible and mistake ridden. Just put everything through expensify and forget about it. If you've missed something or have an action to complete expensify will get in touch to prompt you with clear instructions.

Cons

There is a bit of learning curve. I find the UI quite sparse and until you get the hang of what is where it's not always clear how to complete tasks with it. I have found that once you have learned what you're doing though, you don't foget because it's not actually that complicated.

Pros

Mobile app and receipt tracking capabilities

Cons

Cost and reporting features. I wish there were more options to pull reports and show the detail of the receipts attached. Better linking with emailed receipts.

Pros

Expensify makes expense tracking effortless with its user-friendly interface and automatic receipt scanning. It’s a game-changer for both individuals and businesses looking to save time on managing finances. Highly recommended for anyone needing efficient expense reporting!

Cons

The subscription cost is a little high for individuals or small teams who don't need many features.

Pros

In evaluating this solution, we liked the demonstrated functionality, relatively low cost, and credit card offering.

Cons

The implementation experience has been terrible. The approach is not well organized. Early on we had problems "whitelisting" the Expensify ACH codes which we quickly rectified on our end, but it took Expensify nearly 10 days to restore related services. Then for some reason the integration with Xero stopped working in late March and one month later is has not been resolved. The only human we can speak with is our implementation coordinator which is frustrating because this is clearly a technical issue. I have asked on multiple occasions to speak with someone who can solve this issue only to be told that there is no one else I can speak with. Unacceptable.

Pros

Expensify was easy to customize (both fields, and groups for employees), so we were able to use it for our exact needs and set up different parameters for different groups of employees. The mobile features are also very useful.

Cons

It would be helpful to be able to customize some of the automized report submissions, and customize various reminders to send out to employees.

Pros

As an accountant I really appreciate its expense mapping and the way it integrates with NetSuite. I like the workflow, the reports, and the automations that are included to flag any errors!

Cons

I don't have any complaints, I do feel that the use and cost ratio is not supportive for smaller companies but for high volume expenses this is an absolute MUST HAVE.

Pros

What I like most about Expencify is the receipt scanning feature, it allows me to extract the relevant information from each receipt just by scanning it with my phone.It also saves me a lot of time by categorizing my expenses for more complete tracking.It integrates with other accounting and expense platforms, which helps to maintain more complete control over what each employee or department spends.

Cons

It is a powerful and versatile expense management software that has no weak points, it works very well.

Pros

Ease of use, works well for my purposes, user friendly

Cons

Sometimes receipts dont auto attach when sent via email

Pros

Easy to use with a low learning curve. Simple UI. Expenses automatched well. Mobile app worked well.

Cons

Not much, it worked well and was very easy to use.

Pros

Accounting system integration is pretty simple to set up.

Cons

Support never seems to know how to help, throws up their hands usually. Workflow is frustrating - never quite sure how the routing is working. Forces you to set up multiple domains to have multiple accounts at the same institution.

Pros

- App functionality
- scanning and recognition
- quite smart in remembering your recurring expenses and vat attributions, etc
- time gained on all tasks: me on making the reports and finance to check and make my reimbursement

Cons

Need different profiles to use with separate setups for different countries (when frequently traveling different countries)

Pros

easy to use and upload receipts for my expenses. reminds me of when to submit my expense report

Cons

no cons, i enjoy using expensify and it's easy to use interface

Pros

Ease of importing receipts and expenses.

Cons

Some difficulty with setup in terms of approvers and various workstreams.

Pros

With Expensify, we have best features for managing and reporting travel and time related expenses

Cons

It is all smooth with Expensify. Has all features we need.