Expensify Software

4.44 / 5 (516)

About Expensify


Expensify works as a cloud-based business accounting system that is designed to manage expenses and transactions using real-time data processing. The platform allows businesses to maintain different summaries of various accounts along with date calendars to keep track and maintain transparency. Expensify effectively uses different ratios, including debt-to-income ratios, to maintain a healthy balance. The powerful tools on it help track travel expenses by calculating the amount of time spent by a user on a particular project or by calculating the miles that personnel has traveled. For international travel, the system easily converts currencies and provides accurate records by using purchase receipt photos or copies.

In addition, automating the entire expense calculation process can save time and physical resources. It automatically integrates the application with financial institutions and credit cards processors to avoid manual data entry. Compatible with all Android and iOS devices.



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Supported Operating System(s):

Web browser (OS agnostic), Windows 10

516 Reviews of Expensify

Average User Ratings

Overall

4.44 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.0

Functionality

4.5

Ratings Snapshot

5 stars

(315)

4 stars

(145)

3 stars

(31)

2 stars

(18)

1 stars

(7)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 516 reviews

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February 2017

Isaac from Hinman Consulting Engineers, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

5.0

February 2017

Great Expense Report Software for Small Enterprise

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!!

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.

Response from Expensify of Expensify

Replied February 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!

June 2018

Christie from Forte Research Systems, Inc.

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

June 2018

Good Resource

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.

February 2019

Thomas from Self employed

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Expensify to the Rescue!

Organization. Receipt management.

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.

May 2018

Jany from Fifth Partners, LLC

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

May 2018

I love Expensify!

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

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.

August 2017

Amy from Black Card Books

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2017

I WOULD NOT FUNCTION WITH OUT THIS APP!!!

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

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!

October 2017

Stefanos from Resin.io

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

October 2017

Reliable and rewarding!

- 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.

November 2018

Bolatito from PairLab

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2018

Saves my team Time.

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.

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.

January 2018

Elizabeth from DiscipleMakers

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

January 2018

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

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.

Response from Expensify of Expensify

Replied January 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!

November 2017

Davidq from Centerline Solutions, LLC

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

November 2017

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

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.

September 2018

Kiana from Love Thy Neighborhood

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2018

Expense reports made easy!

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!

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 :)

January 2018