Expensify Reviews

Pros

As an approver of expenses, it is easy to reject wrongly submitted lines and tell the staff why. It is easy to approve and reimburse! They work hard to keep all major credit cards connected.

Cons

While it would be nice, it is hard to connect to every possible credit card and bank. My personal bank credit card does not connect for auto import.

Alternatives Considered

SAP Concur

Reasons for Switching to Expensify

Less expensive and was exactly what we needed as a small/medium business.

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.

Pros

Expensify way provides me with a clear and easy way to manage my monthly work expenses, combine them in a report, and submit them. It's easy to upload receipts, assign departments, and other necessary details like whether something is Direct, Overhead, or part of a Sub-Department. Creating expenses and submitting reports is a breeze and I assume this helps businesses track all of this on the backend in a clear way.

Cons

A lot of the information within the UI feels promotional and less helpful. There can be an excess of information at one time.

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.

Alternatives Considered

Zoho Expense and Fyle

Switched From

Fyle

Reasons for Switching to Expensify

price. integration with cards

Pros

One of the biggest pros of Expensify is its user-friendly interface. It is easy to navigate and use, and the features are well-organized, making it simple to access the functions we need. The mobile app is also well-designed, allowing us to easily scan receipts and upload expenses on-the-go. The software also offers integrations with other accounting tools, such as QuickBooks and Xero, which make it a great option for those looking to streamline their workflow. Another pro of Expensify is its SmartScan feature. This feature allows us to scan a receipt with our smartphone and automatically input the data into the software. It saves time and eliminates the need for manual entry, reducing the potential for human error. In addition, the software can automatically categorize expenses, saving us time and effort.

Cons

Some of the features, such as the credit card reconciliation function, can be a bit complex to set up and understand.

Pros

This is a great tool to capture your expenses. The interface is super easy to use--just taking a picture of a receipt and letting the tool fill in the necessary information.

Cons

Haven't been able to get the online version of Quickbooks to integrate with this, so our accountant still manually enters / uploads the expense report info every month

Alternatives Considered

Deltek Ajera

Reasons for Switching to Expensify

Ajera was our parent company's software. Extremely expensive and more complex than we needed for a small company. To my recollection, they also didn't have the user friendly options to capture expenses on the fly.

Pros

I like it because my users like it. They find it to be easy and quick to use.

Cons

From an admin perspective, I find expensify to be good but not great. I wish it had more flexibility with regard to approval flows.

Alternatives Considered

SAP Concur

Reasons for Switching to Expensify

I didnt choose it, I inherited it from my predecessor.

Pros

The SmartScan mobile app automatically reads the receipt details when a picture is taken for a receipt, so there is no need to manually track your expenses

Cons

Smartscan is super convenient but it can be buggy sometimes so you need to review your expenses just in case there is a mistake. It doesn't happen all the time but it does happen.

Pros

Easy to set up, and easy to handle the documents.

Cons

It is basic, maybe I didn't use a lot of it but it is good.

Pros

I’ve never had a more simple process for expenses, I was actually taken aback by how easy it was and had to double check I was doing it right

Cons

This is a mandatory field so I’m adding something but genuinely, I have no cons to add. It works exactly as i want it to

Pros

Software features multiple ways of uploading receipts and Coding spends for expenses. Application AI is very good at autmatically assigning cost codes and verifying receipts to actual spend backups. Software also allows for modification of these auto-entries in case of recoding requirements and the mobile app is very easy to use. Attachemnts are drag and drop on the Browser portal, and mobile device attachement is integrated in to OS gallery lookups. they have a good system for flagging un-filled required fields wbefore allowing the spend reports to be transmitted for approval by the designated approver.

Cons

Bank feed syncing can be delayed and charges do not appear for a few days; especially with Canadian banking services even with Tier 2 banks like HSBC. Some sysnicn issues arise between the mobile app and the browser portal if the app is left open on the mobile device - the system lags out and does not save some of the information which then requires re-entry. Fortunately this is flagged as part of how the software works so is not missed if lost, but still requires to be re-entered.

Pros

I love using Expensify to reimburse our employees. It is super easy for employees to create expense reports. Expensify also has approval workflows which allows employees to submit their expense reports to their managers for review first before submitting to finance for reimbursement. Expensify is also integrated with our accounting system which allows me to sync expense reports without having to manually enter expenses again. The payout process is also super simple and can be done directly through Expensify by connecting your company's bank account.

Cons

I wish reporting was done easier in Expensify. Creating a report could be tricky (Expensify requires you to use formulas) but overall it is manageable if you learn a few tricks.

Alternatives Considered

SAP Concur

Reasons for Switching to Expensify

Easier to use

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.

Pros

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.

Cons

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.

Pros

easy to track expense
connects with stripe to invoice
easy to mark paid

Cons

when a problem happens customer service does not exist
problems can last over 1 month
no credit for the system not working
they want customers to fix issues that are their problem
no managers in the company

Alternatives Considered

SAP Concur

Reasons for Switching to Expensify

look of expense report and connect to stripe

Pros

What I liked most about this software, Expensify, is that it allowed for bulk imports and would often suggest categories for certain items once you upload enough receipts and it could find a pattern. In my position as General Manager, I had access to a company card and Expensify is how we kept track of everything before exporting it to our company's accountant.

Cons

What I liked least about this software, Expensify, is that it often flagged certain receipts for being duplicates or for being incorrect despite that not being the case. Unfortunately, this prevented you from saving the files correctly until the "disputes" were corrected. For a business, this can make sense or be rectified as the totals are all that really matter, but for personal use, keeping track of tiny margins and trends becomes a lot more important and needs to be protected.

Pros

I like the ease of loading receipts and drilling down into an expense report to find the data I need for accounting purposes. I like the user interface. It's extremely easy to add a new user and our new users never really have questions so I think the users find it easy to navigate. I love that it interfaces with our accounting software creating a seamless exchange of data once everything is set up properly; this saves a lot of time and duplicate entry. I love that it has a direct pay option - the users get the payments directly to their bank account.
The customer support is a chat feature - they don't always respond immediately but it's always pretty quick and they are extremely responsive. They have always helped solve all my issues and I consider their support to be pretty top-notch.

Cons

I think the product is lacking altogether in Reporting functionality. There's really not even a "Reports" module to speak of. You have to basically go in and pull your own data from the modules ...it makes everything feel clunky and unprofessional. It's also tricky to find what you need in settings, from an administrator perspective.

Pros

Their software has a lot of features but nothing that the other player in the market don't have. their customer services is horrible

Cons

Their are far better alternatives in the market with better value, honestly stay away from them. we've worked with them for a long time and they changed from a startup to a big company with horrible customer service and focus on getting more money from their clients.

Alternatives Considered

Zoho Expense

Pros

It's simple, easy and keeps me organized. I am not naturally organized (I would just as soon throw a receipt out as try to remember to keep it and then submit it to my office) and so I have to intentionally work at it. This app makes it quick and easy. You take a pic and add some info and it's done. I don't pay the monthly fee because I don't have that much to track, but if you do I would think it's well worth the money. It breaks your expenses down into manageable categories and works offline if needed. If you need help staying organized or just want less paper to keep track of then I would recommend this app.

Cons

There really isn't anything about this app that I dislike. It does what it's supposed to do and it does it very well. Maybe if it integrated with my phone camera so when I take a picture of a receipt it automatically gives me the option to import it into Expensify? Maybe that's a pipe dream...

Pros

- 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

Cons

- 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.

Pros

I love the convenience of being able to submit work expenses for reimbursement in multiple categories and under different reimbursement schemes. The software facilitates automatic generation of reports and offers automatic submission as well, so I don't have to worry about categorizing or submitting my reports by month, pay period, etc. That can all be customized and automated. It also keeps track of the current reimbursement schemes offered by my company (i.e. current mileage reimbursement rates) so I don't have to manually keep track of that or enter it each time.

Cons

Because there are so many features to the software and customizable options, it loses a bit of the "user friendly" aspect. It also throws a lot of flags on certain expenses that I submit due to rules in the app that don't apply to that category of expenses (i.e. receipts are required for all expenses, but when I'm submitting a mileage expense, a receipt is not applicable). In order to take full advantage of all the software has to offer, it seems like you have to be an expert on customizing the app, otherwise you get lost in the feature sets and it becomes more confusing and less user-friendly. Furthermore, I haven't found the customer service to be incredibly helpful, and think the automated concierge customer service needs to be improved in order to be useful. I also wish the software/app would send reminders to me for recurring expenses that I submit on a monthly basis. For example, I often forget to upload my receipt for my phone plan, which is paid on the same date every month. I wish the software would remind me to do so. (Maybe there is this feature available, but it is not something I have found yet).

Pros

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

Cons

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.

Pros

Employees will find most features relatively straightforward.

Cons

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.

Pros

Expense tracking is typically a grueling experience. Everything from keeping track of expenses, to avoiding mistakes when reporting them is a headache. Expensify is the only thing I've used which actually makes the expense process enjoyable. The GPS mileage capture and automated reimbursement features are amazing, and everything else about the platform makes tracking expenses easier than ever before. Fixing the expense process is no small feat, but Expensify has made it extremely intuitive and pleasant.

Cons

The interface can take a little while to get used to, but once you get the hang of it it's actually quite simple.

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.