Expensify Overview

Expensify streamlines receipt and expense management with its intuitive spend management software. Designed for efficiency, it automates expense reports and provides robust control over spending, saving valuable time for businesses. Users benefit from an easy-to-use platform that ensures compliance and accountability, crucial for maintaining financial integrity. Expensify integrates with over 40 platforms, enhancing its utility across various business operations. A noteworthy feature is its chat-speed expense processing, which accelerates the management process. This capability positions Expensify as a practical tool for daily financial operations, offering a competitive edge in simplifying budgeting and expense tracking.

Use Cases

Customers recommend Workflow Management, Communication Management, Engagement Management, as the business use cases that they have been most satisfied with while using Expensify.

Other use cases:

  • Helpdesk Management
  • Onboarding
  • Trade Show Marketing
  • Generation Of New Leads
  • Billing And Invoice Management
  • Contract Management
  • Collaboration
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Business Priorities

Enhance Customer Relationships and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Expensify.

Other priorities:

  • Acquire Customers
  • Improve ROI
  • Improve Visibility
  • Increase Sales & Revenue
  • Improve Internal Communications
  • Enter New Markets Internationally Or Locally
  • Build Brand Awareness
  • Improve Consistency
  • Grow Market Share
  • Improve Navigation
  • Increase Customer Life Time Value
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Expensify Use-Cases and Business Priorities: Customer Satisfaction Data

Expensify works with different mediums / channels such as E-Mail.

Expensify's features include Personalization, Dashboard, Recording, etc. and Expensify support capabilities include Email Support, 24/7 Support, Phone Support, etc. also Expensify analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Some of the automated workflows will be useful once I deploy this to a team...." Peer review by Leila B., Founder, Management Consulting

Expensify, ShippingEasy, Chargebee Subscription Management, Mews, ChargeOver, etc., all belong to a category of solutions that help Revenue Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Expensify simplifies spend management for receipts, expenses, bills, and invoices. Over 10 million users rely on Expensify to automate their preaccounting tasks.

Popular Business Setting

for Expensify

Top Industries

  • Computer Software
  • Internet
  • Information Technology and Services

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Expensify is popular in Computer Software, Internet, and Information Technology And Services and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Expensify Use Cases

How can Expensify enhance your Workflow Management process?

How can Expensify optimize your Communication Management Workflow?

How can Expensify enhance your Engagement Management process?

What Are the key features of Expensify for Helpdesk Management?

What makes Expensify ideal for Onboarding?

47+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Expensify solved their Revenue Management needs. Cuspera uses 12455 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.

Case Studies

Hospital & Health Care

CASE STUDY Accordcare

Expensify helped Accordcare fix slow, manual expense processes. Accordcare used Expensify’s NetSuite integration, company card management, and mobile receipt capture. The solution made month-end clos...ing faster and stopped manual data entry. Employees now get reimbursed on time. Financial reports are clearer and audits are easier. Accordcare’s finance team saves time and can focus on patient care.

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Events Services

CASE STUDY Precon Events

Expensify Travel helped Precon Events fix their travel management problems. Employees used to ignore travel policies and booking was a mess. Expensify Travel made booking easy and enforced travel rul...es. Precon Events cut travel costs by 30%. All employees now use the system. The company saves time and has better reports. Staff like the mobile app and simple setup.

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Events Services

CASE STUDY Turnkey

Expensify helped Turnkey, an event management company, streamline expense management. Turnkey struggled with manual entry and paper receipts, making tracking expenses hard. Expensify's receipt scanni...ng and QuickBooks integration made expense tracking easy. Staff and contractors could get reimbursed quickly, sometimes as fast as the next day. Turnkey saved hours of work every day and improved financial transparency.

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Internet

CASE STUDY Buffer

Expensify helps Buffer manage global reimbursements and streamline financial processes. Buffer, a remote-first social media platform, needed a tool to handle expenses across countries and currencies.... Expensify provided global reimbursements, flexible access, and automatic duplicate detection. Buffer integrated Expensify with Xero for accurate records. The result is faster reimbursements, efficient finance operations, smooth onboarding, and scalable workflows.

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Telecommunications

CASE STUDY Lightstorm Asia

Expensify helped Lightstorm Asia modernize their telecommunications expense management. The company struggled with manual Excel tracking, lost receipts, and slow reimbursements. Expensify automated r...eceipt capture, integrated with Xero, and enabled mobile expense management. Reimbursement times were cut by more than half. Lost receipts are now eliminated. The finance team saves significant time and focuses on strategic work.

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Health, Wellness and Fitness

CASE STUDY Aviv Clinics

Expensify helped Aviv Clinics manage employee expenses and travel bookings. Aviv Clinics needed a solution that worked with NetSuite and was easy for new employees. Expensify provided a corporate car...d, travel booking, and automatic NetSuite integration. Employees got instant reimbursements, and the finance team saved hours each month. The system scaled as Aviv Clinics grew, making onboarding fast and simple.

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Frequently Asked Questions(FAQ)

for Expensify

What is Expensify used for?

Expensify is a Revenue Management Software mainly used by its customers to Enhance Customer Relationships and Scale Best Practices by Workflow Management, Communication Management and Engagement Management .

What are the top features of Expensify?

Personalization, Dashboard and Recording are some of the top features of Expensify.

Who uses Expensify?

Expensify is used by Computer Software, Internet and Information Technology And Services among other industries.

What are Expensify alternatives?

ShippingEasy, Chargebee Subscription Management, Mews and ChargeOver are popular alternatives for Expensify.

Where is Expensify located?

Expensify is headquartered at 88 Kearny St, Suite 1600, San Francisco, CA 94104, US.
lightning

Peers used Expensify for workflow management and communication management

Expensify Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.57/5 ★

Read Reviews (25)
Custom Reports

3.82/5 ★

Read Reviews (3023)
Analytics

3.68/5 ★

Read Reviews (53)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.57/5 ★

Read Reviews (25)
Custom Reports

3.82/5 ★

Read Reviews (3023)
Analytics

3.68/5 ★

Read Reviews (53)

Software Failure Risk Guidance

?

for Expensify

Overall Risk Meter

Low Medium High

Top Failure Risks for Expensify

Expensify, Inc. News

Product

Expensify Expands Global Support for Company Cards, Languages, Billing, and Reimbursements

Expensify Expands Global Support for Company Cards, Languages, Billing, and Reimbursements

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Partnership

CPA.com Adds Expensify to Its Lineup of Innovative Solutions for CPA Firms | News | CPA.com

CPA.com has partnered with Expensify to offer its expense management software as part of CPA.com's solutions for CPA firms. This strategic alliance aims to enhance client accounting services by integrating Expensify's automated receipt and expense management features, including SmartScan OCR technology and real-time corporate card reconciliation, with major accounting software. The partnership is designed to improve efficiency and expand the role of CPA firms as trusted advisors.

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Product

Expensify Launches Travel to All Customers

Expensify Launches Travel to All Customers

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Product

August 2025 Expensify Update: Bulk Team Edits, Smart Tags, and Faster Reviews

Expensify's August 2025 update introduces features like bulk team edits, smart tags, and faster receipt previews to enhance admin efficiency. New capabilities include dependent tags for accurate data entry, one-click accruals for reimbursements, and streamlined team management. These updates aim to optimize workflows and improve data management for workspace administrators.

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Expensify, Inc. Profile

Company Name

Expensify, Inc.

Company Website

https://www.expensify.com

HQ Location

88 Kearny St, Suite 1600, San Francisco, CA 94104, US

Social

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