ExpensePoint Software

ExpensePoint Software

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About ExpensePoint

ExpensePoint is a cloud-based solution designed to help small to large businesses automate employee expense reporting. It enables users to generate, submit, approve and process reports for multiple expenses on a unified platform. Primary features of ExpensePoint include multi-currency support, reading and imaging, approval routing and policy implementation. It allows enterprises to categorize and code reports with custom rules. The system lets users import credit card details from any billing system and send automated emails for newly imported charges. Additionally, users can scan, upload or fax receipt images via the system and link them to individual expenses. ExpensePoint enables businesses to analyze corporate spending via analysis reports. The platform in...

ExpensePoint Pricing

All the features including unlimited monthly expense reports for $8.50 per month.

Starting price: 

$8.50 per month

Free trial: 

Available

Free version: 

Not Available

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ExpensePoint

ExpensePoint User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Showing 1 - 5 of 291 reviews

User Profile

Maddie

Verified reviewer

Company size: 10,000+ employees

Industry: Information Technology and Services

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
4

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

May 2022

Reduced paperwork, printing, and corporate efficiency

The installation of the program was a breeze, and everything went off without a hitch after it was all set up. Our customers do not report having a difficult time becoming accustomed to the program as a result of its user-friendly functioning and features. Despite the fact that there was a significant time difference between us, Theresa was really helpful and fast to reply to my questions and concerns.

Pros

This soft was the most approachable of all the service providers we contacted on our requirements for cost reporting. They made certain that we were at ease at every stage of the process and that our organization's requirements were satisfied.

Cons

At one point, the user was unexpectedly locked out and unable to re-enter their credentials in order to utilize the program. It was the user's responsibility to reinstall the program in order to get it working again, however it wasn't clear what had caused the problem in the first place.

Reasons for switching to ExpensePoint

Simple to use, packed with features and functionalities, and, not to mention, offering outstanding help from their customer care team. Reduced the amount of documentation and printing that was required throughout the firm, resulting in greater efficiency.

Roxanne

Company size: 51-200 employees

Industry: Non-Profit Organization Management

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

November 2020

ExpensePoint Review

The support staff at Expense Point has been extremely helpful and always very quick to respond and resolve any issues I may have. Their customer service is very personal and professional. The ease and organization of communication regarding the expenses submitted between staff and myself has been an immense help for me. The ease of looking up and finding specific expenses is quick and easy.

Pros

The functionality of Expense Point has been very valuable to me as an administrator. I really love how much I can do and create within the system, I don't have to get Expense Point to set these up, instead I can play in the system and create what I need. It allows me to have the system set-up to fit our company and our unique and complex accounting program. The system is very adaptable and allows me to create report templates and change approval processes easily and quickly, which is an aspect I did not find with other systems we had tried. This aspect also allows the system to grow with us in any changes we may implement in our company.

Cons

From an administrator perspective the adaptability and flexibility of the program can be a little difficult navigating at first because there are different layers to fill in when setting up or changing settings. However, once you have done it a few times it's very intuitive and it is easy to follow how all of the parts fit and work together. Unlike other programs I have used, Expense Point allows you to be able to access many features that other programs do not, and that is well worth any learning curve that may be encountered.

Reasons for choosing ExpensePoint

I was not involved in the choosing process, however I do know they were hoping you would handle taxes better being a Canadian company.

Reasons for switching to ExpensePoint

They could not adapt enough for our complex accounting system, at least not without paying them a lot of extra fees to create new templates. It seemed every report I wanted to create required a request to them to create it and a fee. I had no access to any of the behind the scenes working of the program. With Expense Point, you guaranteed you would make it work for us and [SENSITIVE CONTENT HIDDEN] came through with flying colors. Our [SENSITIVE CONTENT HIDDEN] was very impressed with her ability to understand our accounting system so quickly. She truly is a yoga master with the system!

Response from ExpensePoint

Dear Roxanne, Thank you for taking the time to review ExpensePoint so favorably. We are happy that the functionality of Expense Point has been valuable in your job. We do appreciate that there is a bit of a learning curve for administrators at first, but knowing these functions are making your life easier to create report templates and change approval processes quickly is an encouragement to us. We appreciate your business and look forward to a long relationship with your company. Sincerely, Sherry McKeen - Vice President - Global Client Relations

Replied December 2020

Yolande

Company size: 51-200 employees

Industry: Research

Time used: Less than 6 months

Review Source: Capterra

5

Ease-of-use

out of 5
3

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

September 2022

ExpensePoint

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

Pros

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

Cons

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

Reasons for choosing ExpensePoint

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

David

Company size: 51-200 employees

Industry: Industrial Automation

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
1

Ease-of-use

out of 5
1

Customer support

out of 5
2

Functionality

out of 5

May 2019

Worth the money...If it's Free

The system freezes up when you try to create a report. To work around this, I put my receipts in the receipt "Wallet". When I try to create an expense, it links the wrong receipt with my entry. I wish they wouldn't have rushed to bring this system to market. Maybe a competitor of theirs will take their idea and actually make a program that works...

Pros

It is a good idea, take a picture of a receipt and it will capture the data and make expense reports easy.

Cons

It totally fails at accomplishing what it sets out to do. I think they rushed the software to market. It needs to have the bugs worked out of the system.

Response from ExpensePoint

Dear David, Thank you for submitting your review of ExpensePoint. I am so very sorry to hear of your recent negative experiences with our system. As a constant heavy user myself I too would be quite frustrated if I was experiencing these kinds of issues. We really pride ourselves in offering our clients the very best world class customer service and support which the majority of our reviews will attest to. To this end we want to absolutely ensure that you are taken care of to the highest of standards. I have personally reached out to our Manager of Global Support Services, Theresa Hicock and Theresa will be reaching out to you directly to help remedy problems that you are experiencing. Myself and my team are 100% committed to making your experience with ExpensePoint positive and hopefully '5 star' worthy. Kindest regards, Paul Ansloos - Vice President - Global Sales & Marketing.

Replied May 2019

Christina

Company size: 51-200 employees

Industry: Mental Health Care

Time used: Less than 6 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

July 2022

Goodbye Excel, Hello Efficiency!

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

Pros

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

Cons

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

Reasons for choosing ExpensePoint

Price, Customer Support Reviews, Functionality, Ease of Use

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