Expensify Reviews

Pros
Ease of use and implementation, low monthly cost which can be scaled as you add or remove users, completely paperless system and ability to take photos on your phone and upload them to the app, and ease of routing and tracking.

Cons
You will not get a lot of customer support and it doesn't integrate well into other applications. I don't think you would expect this of a product at this price though.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Our company went from using excel spreadsheets to monitor spending and expense reports to using Expensify once it was launched company wide a year and a half ago. In comparison to the old way of doing things, Expensify is a huge improvement. The software can sync with your corporate card (or personal card, if you'd like) so all your transactions are pulled into Expensify automatically. The only time a manual expense needs to be created is if you paid with cash, used a card that is not synced to Expensify or if you're entering mileage. Entering mileage is my second favorite thing about Expensify. It's very easy and can be as simple as inputting your starting destination and ending destination, and it will calculate the mileage for you. My favorite part of Expensify, however, is the mobile app. It allows you to take photos of receipts right away (especially nice while travelling) so you don't have to worry about collecting receipts and scanning them in once you're back in the office. Another nice feature of Expensify is that you can sort and put filters of your expenses to track category spend. This is very nice for our company as we receive some health wellness benefits that allow u to use X amount of money per year so these filters help us track our personal annual spend.

Cons
There are some features that have limited options for settings. The first example that comes to mind is if you take a picture of a receipt on the Expensify app, it will automatically mark that expense as reimbursable, even if you it's not.

Rating breakdown

Pros
I work overseas. Mostly in Europe and my company is based in California. I work for an international charter school organization basically travel for a living while meeting with government entities about educational opportunities. My whole life is expenses. I spend my own money and get reimbursed so it's critical that every receipt, every lunch, hotel, meal, every expense is documented and saved. I'm not the best with money and I struggle with organization on the road. Fortunately, Expensify helps me with both. Every receipt I collect can be instantly scanned and saved. There is no limit to the number which is great because someday's I have in excess of 20 receipts. Expensify tallies my receipts as I go which assures I stay on budget and don't overspend. If I overspend or go over budget I don't get that money back so this feature is critical. My company uses Quickbooks for accounting and Expensify integrates with Quickbooks effortlessly. For those who do not use Quickbooks, rest easy; there isn't a popular (or unpopular) software that Expensify doesn't integrate with. If managing multiple receipts and budgeting is important to you, you MUST give Expensify a try.

Cons
Nothing. Expensify is the most complete travel expense app on the market.

Rating breakdown

Likelihood to recommend: 10/10

Pros
It saves employees a lot of time and hassle on doing the paper work including keeping the receipts. Employees only need to take a picture of the receipt and submit with their phone. It is easy and timely. If expenses are not submitted immediately, at least the scanned receipts are kept in Expensify for employees to submit anytime later. With the feature of the scanned receipts, no more keeping the stack of paper receipts!

Cons
Syncing Expensify with accounting software (Xero) in order to get a complete and updated customer list is not 100% there yet. A lot of times, we couldn't submit an expense marking billable because the customer is not available in the drop down window in Expensify. This requires accountants like us to do extra work in accounting software (Xero) to fix the entry.

Rating breakdown

Likelihood to recommend: 10/10

Pros
My favorite function of this app is that I simply take a photo of my receipt and it inputs EVERYTHING. It inputs the name of the place the receipt is from, the amount of money, and the date on the receipt. It's so simple! It even transfers my receipts from British pounds to US dollars automatically for me when I'm traveling. Or Canadian, or any other country I'm in. It does the conversion for me. Everything is automated. My life is so much easier, and I don't have to carry any receipts around with me. The other favorite thing is that once I'm ready to send a report in, it can be for the month, or a specific trip, or what ever, it emails the entire report broken down into categories for me in a PDF file with the receipt photos attached in the PDF. BOOM!

Rating breakdown

Likelihood to recommend: 10/10

Pros
We have been using Expensify for over a year now and I can say that it we have been pleased more or less. I really like the fact that you are given the ability to manage your expense and categorize according to how detailed you really need it. In addition, the joint report of all expenses is neat and easy to manipulate. I would say that it is quite user friendly once you get familiar with it (you do need a few times to use it in order to get a full handle on it). The app is a strong point as well.

Cons
Nothing too bad about it. Sometimes it cannot process as quickly as I desire especially when uploading pdf files. Subsequently I have had to log out and log in again to reset it in a sense. Other than that I would say it is a rather solid service.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Setup for expensify is just a few minutes.Integrates well with major credit/debit card providers.I like the smart receipt functionality and this has allowed me to capture a snapshot of my receipt and transcribe it to my teams expense report. It integrates with our in-house accounting solution -Quickbooks ,ensuring all of our financial expenditures are efficiently streamlined.

Cons
There are times the process of taking a snapshot of my receipt via the smart scan functionality takes way longer,than normal.I am unsure why this happens.

Rating breakdown

Likelihood to recommend: 9/10

Pros
I find that as a user, the interface is very user friendly and easy to use. I can simply upload receipts and add comments to my expenses. I find it is also easy as an administrator to reject expenses and add comments as to why they were rejected. So easy to use!

Cons
The only thing that is hard is that a report won't allow me to add an expense to it in the app. The expense needs to be added first before it can be added to the report, which is hard. Also, it would be nice to make expenses for distance in the app. Perhaps I am able but just don't know how. If so, it could be helpful to make this feature easier to use.

Rating breakdown

Likelihood to recommend: 9/10

Pros
This is the best software/app I have used to date to manage employee expenses. As an accountant, there is a constant struggle to get employees to retain and code their receipts; Expensify makes it easy for both! The receipt matching and scanning functionality has really impressed me as well. Take a picture of your receipt, and, most of the time, it will auto-match to the corresponding transaction. Another great feature is that Expensify will generate audit-able receipts for certain small transactions.

Cons
Expensify's per user pricing can be a large deterrent depending on company size. A bulk pricing option would be much more tantalizing for larger and even mid-size companies.

Rating breakdown

Likelihood to recommend: 10/10

Pros
This software is extremely user friendly and makes expense reports a breeze, no more saving receipts on long trips or doing paperwork. I love that it syncs with your card/bank and automatically brings in the expenses and gets smarter as you set categories so the longer you use it the easier expense reports become. I've only used the expense reports side of things so I can't speak to the other services they offer. But 10 out of 10 would recommend this product, also VERY affordable and you can have on your computer, tablet & phone makingit so easy to use!

Cons
There are times my card/bank becomes unsynced. And it may only be a week at a time. This has happened a handful of times to me in the past 4+ years so not a deal breaker but just something to be aware of. The customer service is always yuck to fix whatever issue though :)

Rating breakdown

Likelihood to recommend: 10/10

Pros
Ease of launch, mobile app works decently well. Onboarding support was decent, but sadly short-lived. They still offer monthly pricing. If you're tempted to try their Corporate or higher plan, DO NOT sign on to their annual pricing plan, see below for why.

Cons
Google "expensify known issues". Review the list of the corporate cards that they don't support. Be aware that they are not disclosing the many other corporate cards that their platform doesn't support. If you're lucky enough to use one of the corporate cards that they are currently supporting, be aware that their connection to your bank feed can break at any time. Generally, this will happen after your promotional period has ended and after your onboarding support contact has moved on. Once the bank feed breaks you're left with only chat support, which will take an average of 12 hours or more to respond to you. When chat support responds, it's clear that they are pasting from support scripts that have no relevance to your situation. Most responses will assume you're on a Team plan, and initially offer troubleshooting steps aimed at those clients. You'll have to explain that you're a Corporate client. Once you explain this, you'll wait another 12 hours for a response from someone who hasn't read the prior communication chain and you'll have to explain yourself again. this sort of back-and-forth goes on for some time. Eventually you'll get them to admit that the only work-around for a broken corporate card bank feed is a manual CSV import through each individual's account. Don't expect any meaningful response or acknowledgement if you bother to question the fees you're paying for broken corporate access. They will not listen and will not offer any discount or refund.

Rating breakdown

Likelihood to recommend: 1/10

Pros
Expensify is extremely easy to use. You simply take a picture of your receipt or invoice and it digitally reads the receipt, figuring out what it is for, the amount, the payment method, and the merchant. It's not always perfect at doing this, but it's usually pretty accurate. You can create "buckets" so you can keep your expenses separated by type, so if you need one for your work and one for your personal and one for your side job, they can all be separated. It's also great for trips or for tracking receipts for reimbursement. We used it at my church to track things we bought for the church, and I've used it on business trips to track my reimbursable expenditures. This is made easier by the fact that you can then run reports on your expenses so you can hand those over to the other party for reimbursement or expensing.

Cons
As I mentioned, the automatic detection feature is not always 100% accurate; some manual editing is sometimes required. Also, I've had some issues with the app freezing or the camera not working. Overall though, it manages to take most of the pain out of expense tracking.

Rating breakdown

Likelihood to recommend: 9/10

Pros
I used to hate doing my expenses because the paperwork was overwhelming. Everything about this tool is great--I can upload receipts instantly and assign a client and project to it. I'm always aware of the status of my reimbursement. It also is great for international travel, converting currencies. I get reimbursed quickly, which leads me to believe that the reporting is organized and easy to approve.

Cons
There aren't many cons that I can think of, as I used it for submitting expenses only. If you have any issues, you can get a direct response through email and phone.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Expensify has amongst the best support structure for users of any past or current software used in my organization.From the initial setup process to the day to day troubleshooting of any obstacle encountered while using Expensify ; they have been of excellent assistance.Apart from human support we get as customers, we also get access to series of videos and webinars which enable us better maximize the Expensify platform. By using Expensify ,we have efficiently been able to manage employee expenses across my organization ; ensuring our expenses stay well under control.

Cons
Smart scanning is not as fast as I think it should be .Having to fill multiple sections for receipt can get frustrating during times when I am rushing to get other things done.

Rating breakdown

Likelihood to recommend: 9/10

Pros
1. Simple, anyone can easily operate this app/website without having pre-training 2. Website Design, useful tools to create reports are really great. 3. Report generate, modify is pretty simple and smart AI system to rectify any man-made error. 4. Controlling and distrubuting reports to multiple label of Finance and Accounts are highly streamlined.

Cons
1. Sometimes I lost the entire report without seeing its update. Still has some serious bugs. 2. Hang up and not working too long time to come back to online during website updating or ease issue. 3. AI for auto creating reports and manually input data are mismatching and annoying.

Rating breakdown

Likelihood to recommend: 10/10

Pros
My favourite feature is by far the receipt scanning ability. Whenever I travel abroad for business, I come home with a handful of receipts as I don't have a corporate credit card (I do not travel frequently enough). Taking photos of all of my receipts and dragging them into expensify saves me a tonne of time. I've also heard from colleagues that there are features to integrate with taxi/uber apps so that business travel is automatically raised as an expense but I have yet to try that out. Basically, the more automated the process of putting in expense reports can be made, the better! I rarely use the mobile app to put expenses in, just by virtue of the fact that I usually just email all the photos to myself to do back in the office, however I do like knowing when expenses have been paid or to check up on their progress from mobile.

Cons
I find the the IA of the app confusing. I use the software only every month or so, and I am always confused by the fact that there are expenses, and then there are reports... so sometimes it takes me a while to realise where to go to submit my expenses. When not in the context of a business trip, I often have adhoc expenses for things, and so it feels weird not to be able to submit these without generating a report to put them in. Perhaps it is a business process feature, but it is definitely a stumbling block for me every time.

Rating breakdown

Likelihood to recommend: 6/10

Pros
Being a small business without a full time bookkeeper, we use Expensify to keep all the many expenditures and accounts organized between sessions with our accountant. Expensify's integration with Quickbooks Online is very helpful as well.

Cons
We would benefit from a more detailed mobile interface, having the ability to create subcategories of expenses. Although a lot of this can be updated though once the Expensify transactions are synced with QuickBooks. All in all, this is a very helpful app for our small business.

Rating breakdown

Likelihood to recommend: 10/10

Pros
We mainly use Expensify for reimbursement reports and to track credit card receipts. We don't even use it to its fullest function and still highly recommend it. Especially now that the pricing is based on usage, it's a no brainer! You only pay for it when you use it and based on how much you use it, which means there's really no risk in purchasing a subscription! It also makes reviewing and reimbursing reports easy and the historical reporting is very handy if a question arises after the fact.

Cons
The only thing that can be confusing is that you have to add an expense and then start a report and link the expense to the report. Every employee I've ever worked with has gotten tripped up with this step, because instinctually, everyone assumes you can start a new report first and then add an expense to the report. In general, this is a small complaint, but it would be more intuitive if the first step was creating a report.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Extremely simple and intuitive. Snap a picture of a receipt and let the software do the rest. It's like having your own personal finance assistant. I love it!

Cons
I've had a few issues here and there with the credit card import sync, importing expenses properly from bank account. I've also had a few sync issues with quickbooks category sync.

Rating breakdown

Likelihood to recommend: 10/10

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. Since we arranged our settings to auto submit, a report gets sent on a timetable that works for us (monthly). This feature allows expenses from piling up. The set-up felt intuitive to me. We were able to adjust it to our own General Ledger codes. Features like emailing receipts to the expense report and smart scanning (the app attempts to read and auto-fill each receipt) makes completing the report much easier. Our office doesn't use direct deposit to bank accounts after the report is properly approved, but it does have that feature.

Cons
We are trying to implement the software office-wide, and those who don't like technology changes find it hard to adjust to using the app. So they scan and email the receipts to themselves to add them to the online software. I feel like they have more steps than a paper expense report. They do not have non-profit pricing. Our department is the only department currently using the software and I doubt if the whole building ever will because the price is geared toward corporations.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Easy to uplaod reciepts. Love the ability to make a purchase, take a picture of the reciept, uplaod the picture and being able to get rid of recipet and not have a ton of recipets filling up my wallet when I travel is AWESOME!

Cons
The milage app is good but could be imroved if it saved default address that I frequently use so I don't alys have to type in the same address for my milages.

Rating breakdown

Likelihood to recommend: 10/10

Pros
This software is one the most important tools on my daily used to keep track of expenses and to import the data to quickbooks for more efficient way to have all our accounts in order

Cons
No issues at all the software works well and it helps us as its advertise. and we cannot spend a day without it.

Rating breakdown

Likelihood to recommend: 10/10

Pros
When working properly, it easily brings account codes, jobs and copies of receipts into accounting software. It links to various credit cards with the paid version for easy reconciliations. The biggest benefit for my application was having the individual card users coding and providing backup for their transactions with the ability to then very easily reconcile in the account software (I use Xero).

Cons
The customer service is the worst I've ever encountered, of all companies I've ever worked with in my life. All questions are submitted via chat with a minimum of 2-4 hours between responses. This makes a conversation impossible. There is no help with initial setup or training, which would likely reduce all subsequent problems. Even for an accounting firm who wants to implement the software to a number of clients, there is no personal help. There are constant issues with the credit card links and the sync needs to be manually updated to reconnect. This is not apparent until the user realizes that transactions are missing. From a workflow perspective, these issues should be resolved automatically or a notification received. There are constant changes within the software without forewarning. This makes using this product a constant battle with regularity. It's also not as intuitive as it should be. My clients often tell me the same, that the software just simply doesn't work well. As a small addon to a much larger web of integrated softwares, the amount of issues I had with this software makes it not worth using for my firm. My frustrations with getting it set up properly for my clients was met with indifference by the staff. Ultimately, in a world with many other options, I was forced to go elsewhere.

Rating breakdown

Likelihood to recommend: 1/10

Pros
The mobile and website interface is very user-friendly and easy to set up and implement. It provides a lot of integrations with other accounting tools like QuickBooks and NetSuite that helps in facilitating direct reimbursements. From the time you get your receipts, it automates the expense reporting process. Manual entry is eliminated, reducing majority of errors by employment of OCR technology. They provide attractive and affordable monthly plans. While you sync your corporate card, all your transactions get synced automatically. You don’t have to wait till you reach your office to scan your receipts, you can just take a photo of the receipt and upload it. You can categorize and put filters to your expenses. It eliminates paper receipts by using these scanned receipts. Reduction in the time consumed for reviewal, approval and reimbursement process.

Cons
Few configuration settings only available for admins. The customer service takes a lot of time to respond. Provides limited reporting capabilities. The absence of a reminder feature.

Rating breakdown

Likelihood to recommend: 7/10

Pros
Ease of use! After taking a pic of receipt for credit card charge for the business card then it just handles it and tries to code it where it did last time! I just love that! My clients also love it so I am a big fan. It helps us do the pre accounting we need.

Cons
There are some strange parts of the setup to connect to Intacct that I think could use some work... Especially since they are a CPA.com partner now. Getting that integration right would be amazing. Also- having all card connections would be key. Then I never have to debate putting a client on the software.

Rating breakdown