Expensify Reviews

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.

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 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!

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.

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

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.

I think the "default rate" for gas reimbursement is one of the best features they offer... that we utilize. It is great to have a rate set to the market of the person in the field because we have employees across the country, gas prices vary, and we want to fairly reimburse people. It is much easier than having to set a rate ourselves, monitor it, and change it as the market does.

It's not the most user friendly site to navigate. It is difficult to figure out how to submit an expense without some playing around. Since there are several ways to submit an expense, it is hard to tell if you are done and set to be reimbursed.

It is easy for the end user to use, particularly given the mobile app. It has a lot of good controls and notifications for potential user errors or abuses.

The credit card sync features often don't work or are significantly delayed (days, weeks if at all) which causes unintended reimbursements for non reimbursable expenses and messed up accounting.

During using this software, I learned more and more about how easy it is to manage company finances. Just by taking a photo, all data will be processed automatically. At first, I was very skeptical about buying it, but after I tried being recommended by my friend, I finally decided to buy it. Since then my thinking has changed 180 degrees.

The form of reports varies from country to country. Likewise, reporting standards in Indonesia are not the same as those often used in the US. I see the results of the reports made by Expensify are less professional. But no problem, this can be done manually by our team. Besides, it's free.

The UI is so snappy and intuitive to use. Uploading receipts, finding what category to use, finding out if your expense is over budget--the UI tells you all exactly where you expect it.

This isn't inherent to the product itself, but I found customer support difficult to deal with. When I ran into a bug where the reports I had previously submitted disappeared, I had to wait a few days before they got back to me via email and their first question was basically "are you sure you had submitted them before?"

The best feature is the smartscan feature. Once you set up the currency, it segregates everything accordingly and saves you the trouble of manually entering it. Even if you have no internet connection, it saves the request and once u go online it will analyze the scan and store it for you.The reports generated are also very well detailed.

I had a technical error, maybe it was my mistake, because it didnt happen to any of my other collegues where the expense trip report closed automatically. But that is easily solved by logging on the web version and activiating it again.

User friendly and I like that it is streamlined way to input expenses and review.

The app isn't as user friendly, the app can import invoices better

I love that I am able to manage all receipts and put them in the correct accounts. This helps when entering receipts for a bank reconcile. I also love the ease of attaching receipts by many different methods. My favorite is the drag and drop method.

The software can be a bit difficult to navigate when the receipts are older. You can't go back and edit past mistakes easily.

The feature that won me over is the softwares ability to extract the necessary relevant information from a picture of the receipt and its reliability to accurately create an expense entry automatically. The other feature that really stands out is the dedicated email address you have to send receipts to the app. This feature is great because of rules i have established in outlook so that any "receipts" from certain companies automatically gets forwarded to my Expensify account.

Occasionally, when I was trying to submit a few large reports the app would freeze up on me. Otherwise I cannot think of any negative experiences I have had with Expensify.

The ease of use for our employees is great and very intuitive. I can make changes on the fly to reports if another user doesn't have it quite right for accounting purposes. It categorizes everything including mileage right where it should be.

Integration with our accounting software would probably be very easy if I could get higher ups to agree (They worry it might not flow correctly). I do have to take some manual steps to make that happen - otherwise there is nothing I want to add to the Con List.

I enjoy Expensify's easy-to-use design and clear tools. I enjoy that I can easily upload receipts and invoices via the mobile app. Expensify automates data dumping and saves the original document. Expensify's features make submitting and reviewing expenses easy, and Expensify cards let me track and approve employee expenses promptly. I love that the website makes it easy to locate spending categories, amend them, remit expenses, and look for abnormalities. Expensify isolates and categorizes spending calculates taxes and fees separately, and puts it all into one report, making audits and approvals quick. The notification system tells you of revisions to your submitted reports or accounting department inquiries, allowing you to respond directly and avoid delays in receiving payments.

Expensify is straightforward to use at all levels, although downloading receipts through a phone app, especially handwritten ones, can be slow and error-prone. Checking all entries before delivering reports is necessary to avoid making mistakes that delay approvals and cash.

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).

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...

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The great thing about Expensify is that we are able to monitor, document and control all expenses. Through Expensify, team members got rid of collecting paper receipts and then preparing lists and submitting them to the accounting department for auditing and approval. With Expensify, things have become clearer, as each team member independently will be able to scan his invoices to be raised on his own cloud and enter data from them to his expense page, and then the accounting department will be able to audit and notify him of approval or request other inquiries, and by These quick and accurate procedures ensure that no receipts are lost and that you get the money straight away.

Not a lot of unwanted things, and it does not require a lot of effort on the part of the users to be able to track their expenditures properly.

Good for keeping track of and reporting basic expenses incurred for your business. If you need it to do anything extra, not so great. Bells and whistles break frequently and at the worst times.

If you need customer service, start by asking someone else. If you submit a ticket or an email for an issue you may be having, they will respond (never sooner than 12-24 hours) with a copy of that topic's Help manual. In other words, their customer service gives new meaning to terrible. If you try responding to that copy/paste answer, they will copy/paste from another part of their Help manual. It's truly frustrating and you have to get stinking mad before an actual person replies to your issue, usually with a sorry for your troubles reply. I've given up asking them for help. Oh, and if you have a broken bank connection, they love to blame it on your bank instead of actually looking to see if it can be fixed on their end. And no, this is not the free version.

with Expensify Access all necessary tools and records easily, automate spending procedures, and facilitate budget monitoring and evaluation. With the mobile app, scan paper invoices and request approval for increased spending limits within minutes. Expensify also provides flexibility in payment processes by accepting credit card and bank transfer linking, eliminating the need for additional paperwork or switching between platforms.

The intuitive design of Expensify makes it easy to use, without encountering any difficulties.

OCR matching directly with credit card receipt; auto submission at end of month with matched transactions

Hard push to get people to use their credit card; admin features spread out and confusing; pricing too high and increasing; company will spam your entire user base with incendiary political e-mails

Expensify has some cool things about it. It's pretty quick and easy to submit receipts for expenses and the approval process is easy. It's simple to add receipts and get everything compiled into one report for reimbursement.

I don't like that it's not always simple to add multiple receipts to one expense. Sometimes one is missing a date so I need to also include a card statement screenshot and adding the supporting documents doesn't appear within the report like I'd like them to. I also wish there was a better way to add comments to the expense itself rather than the chat-like thread within the report. I also have never...

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Expensify is in my opinion the best expense option on the market. It is so easy to use and makes expense reports a breeze.

Not really anything I dislike about expensify, but what I like the least, is I wish the software was a little smarter and able to match expenses if the receipt date is a day or two off from the billing date.

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!

No cons were added to this review

We loved it for a while. Even our most tech challenged people liked it's user interface, receipt uploading and reporting process.

For many months now, we have been unable to integrate with our most used and new Amex business card accounts. You can not get anyone on the phone so you're stuck with the concierge (text messages) who I have been bugging about this issue every week for months. They just say "we're working on it" and "sorry!" and " thank you for your patience", and, most annoyingly "have you tried manually entering your expenses?" Yes but when there are hundreds of expenses then that's a problem and why we bought this software in the first place. They keep saying they are close to a solution, testing a solution, but I don't trust them anymore. So we are looking elsewhere.

- Very easy to upload receipts - Handy email reminders - Variable options for tax which helps when working internationally - Options to retract submitted expenses to correct mistakes without waiting for them to be declined by financing teams

- The receipt scan function is slow, to the point where everyone within our teams choses to manually upload the receipt info. This is fine as it doesn't take long but it makes the scan option pointless. - No geotagging to show location of your purchases, such as you see in Monzo/Revelout/Stirling bank etc. - Occasional software crashes, quite a minor complaint as you simply re-launch the app and continue - No way to automatically link into a bank card, so your expenses don't automatically upload - This would be such a game changer! - No total expenses viewable on app, you can see the total value of each individual claim but if you want to see how much you have claimed over the week/month/year you need to manually add them up.

Expensify has partnered up with NetSuite to create a direct integration between them, which makes it so much more efficient.

Expensify makes you choose how many user's to bill every month in advance in order to get the discounted monthly rate, whether or not you actually have that make user's using it. We found not all our user's use Expensify every month. And as a result, we are paying more than we should. Unfortunately, if we chose to be billed for less user's and we have more user's then we get billed at the full price on the overage.

Employees will find most features relatively straightforward.

They need to seriously improve their customer support. It's messaging ONLY and the support staff takes HOURS to respond and when they do, it's completely off the mark. Their support staff is based in Australia and only work SUNDAYS to THURSDAYS U.S. time.