Expensify Features

Expensify

Automated expense management

4.42/5 (839 reviews)

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ACH Payment Processing
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Administrative Reporting
Alerts / Escalation
Alerts/Notifications
Approval Process Control
Audit Trail
Billing & Invoicing
Cash Flow Management
Categorization/Grouping
Compliance Management
Corporate Card
Credit Card Management
Customizable Fields
Customizable Reports
Dashboard
Dashboard Creation
Data Import/Export
Direct Deposit
Duplicate Detection
ERP
Electronic Payments
Expense Claims
Expense Tracking
Fraud Detection
GPS
Gamification
Invoice Management
Invoice Processing
Mileage Tracking
Mobile Access
Mobile Alerts
Mobile Receipt Upload
Monitoring
Multi-Country
Multi-Currency
Multi-Language
Multi-Location
Offline Access
PCI Compliance
Policy Management
Project Accounting
QuickBooks Integration
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Receipt Management
Reimbursement Management
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Route Management
Scheduled / Automated Reports
Search/Filter
Single Sign On
Spend Control
Tagging
Third Party Integrations
Time & Expense Tracking
Travel Management
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ACH Payment Processing
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Administrative Reporting
Alerts / Escalation
Alerts/Notifications
Approval Process Control
Audit Trail
Billing & Invoicing
Cash Flow Management
Categorization/Grouping
Compliance Management
Corporate Card
Credit Card Management
Customizable Fields
Customizable Reports
Dashboard
Dashboard Creation
Data Import/Export
Direct Deposit
Duplicate Detection
ERP
Electronic Payments
Expense Claims
Expense Tracking
Fraud Detection
GPS
Gamification
Invoice Management
Invoice Processing
Mileage Tracking
Mobile Access
Mobile Alerts
Mobile Receipt Upload
Monitoring
Multi-Country
Multi-Currency
Multi-Language
Multi-Location
Offline Access
PCI Compliance
Policy Management
Project Accounting
QuickBooks Integration
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Receipt Management
Reimbursement Management
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Route Management
Scheduled / Automated Reports
Search/Filter
Single Sign On
Spend Control
Tagging
Third Party Integrations
Time & Expense Tracking
Travel Management
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ACH Payment Processing
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Administrative Reporting
Alerts / Escalation
Alerts/Notifications
Approval Process Control
Audit Trail
Billing & Invoicing
Cash Flow Management
Categorization/Grouping
Compliance Management
Corporate Card
Credit Card Management
Customizable Fields
Customizable Reports
Dashboard
Dashboard Creation
Data Import/Export
Direct Deposit
Duplicate Detection
ERP
Electronic Payments
Expense Claims
Expense Tracking
Fraud Detection
GPS
Gamification
Invoice Management
Invoice Processing
Mileage Tracking
Mobile Access
Mobile Alerts
Mobile Receipt Upload
Monitoring
Multi-Country
Multi-Currency
Multi-Language
Multi-Location
Offline Access
PCI Compliance
Policy Management
Project Accounting
QuickBooks Integration
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Receipt Management
Reimbursement Management
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Route Management
Scheduled / Automated Reports
Search/Filter
Single Sign On
Spend Control
Tagging
Third Party Integrations
Time & Expense Tracking
Travel Management
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Mobile apps

iOS App


101,568 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


15,215 reviews

Expensify Feature Reviews

25 reviewers had the following to say about Expensify's features:

Anonymous
(Information Technology and Services company, 51-200 employees)

How you can justify your expenses through expensify

2019-12-22

It provides the visibility and tracking the expenses realtime which enables the realtime decision making which will eliminate the postmortem analysis which are costing heavy.

Pros

Real time data processing and reporting capabilities which provides the data transparency for any management hierarchy fast and effective way.

Cons

it lack of integration with backend ERP systems which are custom build and less support for the integration issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Keith M.

Makes expense management a (somewhat) pleasant experience

2019-05-18

Snappy performance and modern features for expense management.

Pros

Expensify meets the bill, both with the website and mobile application.

Cons

Smartscan also isn't great at understanding foreign currencies, this sometimes makes for amusing reports.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Leila B.

Verified Reviewer

Easy Way to Manage Expenses

2016-02-26

And I like the dashboard for the expense breakdown by category at a glance.

Pros

Dashboard, automated workflows, automatic receipt creation, integration with external accounts, receipt uploads, and easy of use / UI

Cons

Report creation functionality is extremely limited, and is definitely a big concern for me.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 1-10 employees)
Verified Reviewer

Single place for all your expenses

2019-05-07

It made it easier to produce expense reports, but is still not perfect.

Pros

Expensify helps you scan your invoices and sort them by project in a single application. The UI is simple and intuitive.

Cons

It can mix currencies and have issue to identify what is tips or taxes.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
Jenna C.

Automated expense management tool

2019-12-04

It also offers real-time expense reporting integrated with applications like Bill.com.

Pros

It's easy to upload receipts, itemize expenses and submit to management for approval.

Cons

Although scanning receipts is an option, sometimes it does not read well and manual data input is still required.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jennifer J.

Simple and Easy to Use Expense Tracking & Reimbursement Software

2020-08-31

Expensify greatly reduced the time required to process and review staff expenses, both those charged on their own credit cards and corporate credit cards.

Pros

Love the corporate card integration function, which allows administrators to track pending translocation and overall management of the credit card account.

Cons

Can improve on reporting/analytical capabilities of transactions processed via Expensify.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Identity & Access Management Architect (Financial Services company, 1001-5000 employees)
Verified Reviewer

Expensify Review

2018-08-09

Pros

The dashboard and reporting are easy to navigate and can be learnt quickly.

Cons

Integration with different application is not easy. Mobile application needs some more work and features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more
Kyle J.

Expensify

2017-11-15

Company wide uniform Expense tracking.

Pros

Expensify streamlines data entry with smart capture capabilities. Customizable tags so users can categorize expenses in a way that makes sense to them.

Cons

Usually, with a product with many features, the likely problem is usually that the UI is a little hard to use at first.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Laura W.

Expensify makes it very easy to report my expenses.

2017-10-10

Easy expense reports!

Pros

It parses data from receipts very accurately and I usually don't have to make many corrections.

Cons

The only complaint I have is that if you accidentally create a report I haven't been able to figure out how to delete them so I sometimes end up with an empty report hanging around in my account.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Robin R.

Expensify just works

2021-02-16

Expensify is a good tool for smaller businesses with the need to track costs for travel, expenses and projects.

Pros

Drag and drop expenses from the computer or mobile device makes expense management a breeze.

Cons

Snap, upload, audit, submit for expenses.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 11-50 employees)

Expensify makes it super easy to submit and manage expense reports!

2019-11-26

Expensify gets rid of paper expense reports and the need to request updates on submitted reports, which saves a lot of time and manual work!

Pros

You can scan receipts and invoices, with which Expensify pulls the required information for expense reports.

Cons

Sometimes I have a hard time determining the appropriate department and category for my purchase, but this isn't a reflection on the app itself.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer & Network Security company, 11-50 employees)

Breathtakingly Simple Expenses

2020-09-23

Expensify comprehensively solved expense reporting, approval, and categorization!

Pros

Expensify is what expense management should be - simple, fast, and effective at doing the job.

Cons

Expensify does make the experience much easier with things like the mobile app and automatic scanning, but be prepared to reinforce your policies.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 201-500 employees)

Great Tool for Expense Management

2019-06-03

Pros

Expensify is a great tool for expense management; provides data population from the receipts which is an amazing feature; expense reports can be directly shared with your point of contact for processing.

Cons

Its ia a great and easy to use tool.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Erica W.

No shoe boxes of receipts for the CPA

2019-05-03

We have used this software when it was just two owners and continue to with 15 employees and a dozen billable expense reports per month or more plus owners receipt tracking.

Pros

Also integration to quickbooks for sending billable items for creating invoices.

Cons

Nothing, no problems using it. It works well for our business.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anastasia P.

Verified Reviewer

Great expenses management

2020-03-24

This product is great for medium size businesses. Easy to use.

Pros

User-friendly interface, real-time processes for transactions, reporting.

Cons

Sometimes works slow, it does not have integration with some other apps.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
( company, 51-200 employees)

Ease of use for end users, but not much functionality, features, or reporting for admins

2018-07-10

It allowed our company to switch from manual expense reporting to automated expense reporting.

Pros

Anyone that has a basic understanding of technology can just load the app and use it to submit reports.

Cons

Also, the direct integration with QuickBooks Online is great and easy to use, but adding accounts in QuickBooks Online sometimes automatically adds accounts to certain expense policies in Expensify, but not all policies.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Jade S.

Easy corporate expensing

2017-09-05

Very easy to use for corporate accounting. Makes it simple to track expenses and submit receipts to accounting.

Pros

Very easy to track and assign expenses to different projects/categories.

Cons

Also, it would be great to be able to apply one invoice to multiple transactions instead of uploading the same invoice multiple times.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andy R.

Expense Reports that Don't stink

2017-12-14

Expense reporting has historically been a major pain point for employees.

Pros

Expensify's tagline, 'Expense Reports that Don't stink' tells you everything you need to know!

Cons

It would be nice if there was an ability to see additional reporting regarding spending habits or the ability to see reports based on expense types, such as travel or food and beverage.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Translation and Localization company, 11-50 employees)

An easy to use business expense tracker

2019-07-16

My colleague who is in charge of reviewing the reports and approving them has also commented that it has saved them a bunch of time as well.

Pros

It organizes expenses and reports well, and integrates directly with other payment platforms to process reimbursements.

Cons

The Uber integration is awesome, but if you add a tip, it logs a separate expense rather than combining the 2.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Matt D.

Expensify is making personal expense reporting so much easier (minus the technology learning curve)

2018-08-01

The software makes expense reporting super easy!

Pros

Expensify's best feature is that you can easily add an expense to an expense report at the time of creating the expense (snapping a picture with a smartphone app) rather than waiting until the end of the month to create the whole thing.

Cons

I feel like they have more steps than a paper expense report.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Senior Customer Success Manager at Duetto (Leisure, Travel & Tourism company, 51-200 employees)
Verified Reviewer

Awesome Expense Report Managing Tool

2018-03-14

Pros

I travel internationally for work and often have expenses in foreign currencies, Expensify does a great job with exchange rates/conversions.

Cons

I have had issues with the mobile app being slow, sometimes I have a hard time editing the name on reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Manmeet D.

Expense reports made easy

2021-06-14

Pros

This is the easiest expense reporting tool I've used in my career.

Cons

It's easy to use and doesn't confuse me like some of the other expense reporting tools that I've used.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 11-50 employees)

Not perfect, but a much easier way to do expenses than Excel and printed receipts.

2017-11-12

Less time spent creating and submitting expense reports.

Pros

It pulls in bank and credit card feeds to generate expense reports with minimal manual work.

Cons

Sometimes the reports get auto-submitted before I'm ready to submit.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Amanda H.

Quite helpful once you've used the app a few times

2017-06-09

It helps me be proactive about my expenses and staying up to speed on my report so that when it is time to submit to accounting, I am ready and not dreading the backlog of data entry.

Pros

Allows you to have multiple reports active and open concurrently, Lets you easily re-open closed reports for editing. compiles receipts into an exportable pdf for report submission, user friendly help search (step by step directions), Smart Scan helps expedite data entry.

Cons

Has a few hiccups from time to time: automatically closing reports, not always intuitive how to initiate certain actions, Smart Scan not always able to correctly read receipts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Expense Management Automation

2018-06-19

Easy expense receipt entry, easy to get reimbursed on-time, and easy to report historically on expenses.

Pros

- Email Receipt Forwarder - Rules that you can configure to automatically handle different assignment automation - User Interface and Experience is very easy - Easy to use mobile application

Cons

OCR technology is not totally there. This isn't a dig on Expensify, but you still need to review your receipts and any that were detailed by the scanning tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more