Expensify

Save Time and Money by Using Expensify

Comments: Overall very happy with Expensify as a solution that allows me to have all my expenses organized in one place. Would highly recommend using it, especially for its feature that allows me to attach digital images of the receipts to each expense item. It has a great option to submit and send expense reports to multiple people. If you are using Expensify across mutliple users, all the information is easily accessible by every team member.

Pros:

A great solution to keep all my expense reports in one place, with a great option to attach PDFs of receipts and/or images of receipts. Expensify can pull data directly from my credit card statements and that feature alone saves a lot of time of manual entering numbers and vendors.

Cons:

It can get a little too much to configure in the beginning and navigating down to expense categories is not the easiest to do - it takes time to find things around that I could customize but once these are all in place, using Expensify is fairly easy. Expensify creates automatic names for your reports - make sure you change them to something that makes sense to you and your accountants or everyone will wonder what Expense Report 234902u5435242ewd is for.

Expensify - The Easy to Use & Manage Expense System

Pros:

Expensify has a great UI for users and is a very easy system to manage. It's easy and fast to submit and approve expense reports, including when staff are traveling. Expensify is so much simpler than some of the other expense management software (e.g. Concur). Some Finance Teams seem to think that going with a more complex software. However, I've found that while Expensify does not have as many "lock down" features as other software, allows us to easily manage expenses and move things forward quickly. When you balance administrative features and user UI/expense management, I would always go with the latter. Getting those expense reports is the most important, and Expensify makes that easy and simple!

Cons:

Expensify's largest drawback is their customer service. For smaller companies at least, there is no account manager and we can only receive support via chat/email. This can be a huge challenge when the integration breaks or something complex needs to change.

Affordable and Convenient , yet I plan to leave expensify

Comments: it is worth trying. but unlike even a year ago the competition is finally offering similar features for similar pricing.

Pros:

due to popularity it is easily assesable and offered many ways to upload an expense. I like how unlike most app/software companies gets it as they make if affordable and capture the biggest marketshare.any companies think their software is be get tham it is and is cost prohibitive or have user minimums which usually are not applicable for small business. I love how they are one of the few to offer personal credit card integration feeds. Believe it or not most do not and actually expect us to upload statements

Cons:

buggy at times, doesn't transition from mobile to desktop or we based version. mobile app.has far less ability. mostly if fails at the main purpose, saving me time. every months nearly every expense is duplicated, failing to match itself to the credit transactionnand this takes forever to fix. It only sycs properly to the credit transaction if the receipt photo is taken from then app. if you try to upload screenshots? email you invoiced and use the ios "Sent too function" it duplicates the transaction..tech support actually told me to wait for the bank before uploading the receipt. This eliminated the entire point of the product.

Expensify for Small Businesses

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.

Simple to Deploy, Easy to Maintain

Comments: From the accounting team to the newly hired sales exec, feedback from employees has been very positive with Expensify. They can use the mobile app as they go, or other import methods to make their expense reports quick and easy. Everything is directly connected to NetSuite, our ERP, and flows smoothly to the books without any extra steps. Approval routing is very simple and reminders get sent to keep things moving along.

Pros:

Expensify is a very streamlined tool and does not get bogged down in high degrees of complexity which may be unnecessary. I have found all types of users at my company, from sales execs to marketing coordinators, understand how to use Expensify almost immediately. We provide a 1-pager for best practices to employees and that, in nearly all cases, is enough to get them using the tool without issue.

Cons:

The corporate card integrations could use a bit of added support when it comes to receipt imports, and occasionally we have had the direct feed from our banking institution break. I think this is likely because we do not use one of the major banks for our corporate credit card though, so the issue may not be on the Expensify side.