Expensify

Our company uses Expensify for our Petty Cash spending. Multiple employees have cards, all drawing from the same bank account. It's handy to have a bigger spending limit per card, as well as the automatic receipt generation for several types of purchases. Also, the repeated reminders to upload the receipt for larger purchases are a lifesaver. We have several employees who have historically thought of receipts as unnecessary paperwork, leading to accounting hounding the employees for receipts or spending time asking vendors to email missing receipts. This has led to discontent between departments. Initially, adding the new system created an organic change in procedure requirements that employees could understand but not take personally. Now, Expensify automatically does the "hounding," so forgetful employees no longer have a person to be mad at. When a card is lost or compromised, the ability to turn off a card and order a new one is very smooth. While waiting for the physical card to arrive, it is nice to still be able to use the virtual card. Altogether, I would recommend Expensify, especially for smaller businesses where all the employees know each other.

We use Expensify to easily submit our monthly expense reports to upper management for approval. Expensify solves the burdensome problem of remembering expenses, compiling receipts, and generating a manual report using an Excel spreadsheet. Many employees (including myself) were submitting late expense reports and our management is using Expensify to make the process much easier.

SAP Concur

Microsoft 365

I use the Co-Pilot function as an accountant and tax preparer. My clients use Expensify to create reports for reimbursements, quarterly expenses, and to store receipts digitally. This lets them save on storage and paper by prioritizing digital receipts. The ease of use, especially for the mobile apps, allows users to submit receipts in real time. None of my usage has used the expense claim tool, but I see that as a tool with high value.

Dext and Ramp

QuickBooks Online, Drake Tax

As a traveling business professional, the simplicity and ease of use in submitting expenses can save me valuable time. With Expensify, l love that i can quickly log on, enter an expense, reciept and description very quickly, and even if i dont complete it, the system saves my info so i can continue if i get pulled away from the initial task. Many entry processes which typically were very time consuming in other systems, are now able to be done without the hassles of delays, errors etc. Previously i would wait to enter reports because i knew it would be time consuming, which resulted in missed expenses, costing me $$$. I am able to enter expenses quickly instead of sorting through many receipts at the end of each week or month.

SAP Concur

We use Expensify for work travel, specially with the sales and implementation team when we travel onsite to customers. I enjoy using it because it’s so simple to forward your emailed receipts straight to your account and take pictures of receipts while on the road and it keeps them organized. Then at the end of of a trip I can dump them all in a report and send it off with ease to the accounting team.

BILL

BILL