Expensify

Expensify

(1154)
4.3 out of 5 stars

Import expenses directly from a credit card to create free expense reports quickly with Expensify. Approve reports online and reimburse directly to a checking account with one click.

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Expensify review by <span>Blake E.</span>
Blake E.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Luke warm reception for this product

What do you like best?

I like how it makes it easy to upload receipts, no need for spreadsheets etc.

What do you dislike?

I find the workflow a bit confusing. You login, create a new report, upload receipts, and then submitting an expense report shows the status as 'closed' - the first time I emailed our office manager to see what I did wrong, since to me, closed indicates it's done but not a positive outcome - like closing an open job req.

It didn't give me any idea that I had submitted my expense report correctly.

Recommendations to others considering the product

Explore all options before settling. It seems like there's other stuff out there that has a better UI than this.

What business problems are you solving with the product? What benefits have you realized?

Centralized platform for managing expense reports within the company - makes it easy for me to see past expenses that have been submitted and reimbursed, along with receipts. Much easier than going through sent emails, or looking in desktop folders for bills and receipts.

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Expensify review by <span>Danny H.</span>
Danny H.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Expensify - Easy to use and very convenient

What do you like best?

I really like the feature of scanning receipt directly by taking photo of the receipt from the phone and add to a expense report quickly. The smart scan feature quickly determine the information you need to input to the expense receipts and report, this feature save me a lot of time and effort especially I need to work on over 20 expenses every other month. After the receipts are added successfully by sending email to the Expensify email, it will add them to the latest open report automatically.

What do you dislike?

Nothing in particular, most of the features that are required to manage expense reports are readily available.

Recommendations to others considering the product

This is definitely the right app/software to go with for managing expense reports.

What business problems are you solving with the product? What benefits have you realized?

Difficulty in managing expenses and keeping track of reimbursement from the company. With Expensify, I can easily manage my expense report in one location, there is no need of other spreadsheet or approval. With the email auto approval, my manager gets an email notification requesting approval for my expense report. And I can keep track of all my expenses and reports, with the app on my phone, I also get notification when I am reimbursed.

What Expense Management solution do you use?

Thanks for letting us know!
Expensify review by <span>Huda K.</span>
Huda K.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Easily track your expenses and save money

What do you like best?

I just love this application. Everything about this application is amazing! The quality support team is excellent and is ready to help at all times. One amazing feature about this application is that you cn scan your documents or expense bills and even get great insights on the overall expenses. The analytics of this software are just too good. The scanning reduces manual entry to almost nil

What do you dislike?

I've suffered a few problems with the credit card links and then it needs to be manually updated to reconnect which sometimes can get annoying as the data gets lost. The software even changes frequently making it a nuisance to some people

Recommendations to others considering the product

An application especially recommended for small and medium scale enterprises to help better manage their expenses. Can't afford to not have it. Trust me, not having this application is a cost itself

What business problems are you solving with the product? What benefits have you realized?

I have immensely benefited from this software. With Expensify, I am better able to manage my expenses through which I can choose which expenses to avoid or reduce. The detailed analysis / report by Expensify is quite helpful and can help you identify your expenses which should be completely eradicated. Being a corporate Manager at a huge accounting firm, I have to give a reason for my every expense and Expensify helps me a lot in avoiding confusion and questions! Must have

Expensify review by <span>Paula X. S.</span>
Paula X. S.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Easiest Way to Submit Expense Reports

What do you like best?

Ease of use, great simple UI. You can easily add receipts or scan directly using the mobile app. You can tie your account in to Lyft Business, which makes reporting transportation expenses so much easier. My company switched to Concur for a little while then we switched back to expensify because we liked it so much better. I travel outside the U.S. and a lot of my expenses and receipts are in Pesos, Expensify does a good job handling currency exchanges. I love getting mail notifications when my reports are approved and when my money is being processed and on its way into my account. Connecting my Expensify to my bank account was very easy and now I get direct deposit.

What do you dislike?

Sometimes some fields auto populate and I have a hard time overriding them. Mobile app is slow sometimes. Mostly it's a great product though.

Recommendations to others considering the product

Get it, It's great!

What business problems are you solving with the product? What benefits have you realized?

We use it to track all of our expenses, submit reports for reimbursements and keeping track of billable expenses. We have offices around the globe and expensive allows our accounting department to keep tabs and approve all expenses across all offices.

Expensify review by <span>Sara V.</span>
Sara V.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Better options out there

What do you like best?

They give you a very good trial period, so you have plenty of time to figure out if this app is for you or not. You have to complete several steps, and after each step you earn more days on your trial. Mine ended up being over 30days.

What do you dislike?

The application is not very user friendly. If you are new to electronic receipt and expense tracking this may not be the best place to start (especially if you are syncing with software like QuickBooks). They only have limited information/training online. And help is only available via email. I’m sure this is one of their ways to keep costs low, but it is very unhelpful to the consumer. I sent an easy (I thought) question to them and 3 days later I received a 1 line response.... asking me a question about my account that had nothing to do with the original concern.

What business problems are you solving with the product? What benefits have you realized?

Electronic receipt tracking and expense reimbursements. Not many benefits that I’ve been able to find. Other apps do the same thing, only better.

Expensify review by <span>Ingrid K.</span>
Ingrid K.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Expensify makes life easier.

What do you like best?

If I had to choose one feature - the simple act of being able to take pictures of receipts with my phone for collection is the best and most useful part of Expensify. SmartScan is a super added bonus that just adds so much depth to the usefulness of Expensify.

What do you dislike?

I'm a little uncertain about the new pricing scale (significantly less expensive annual contracts or more expensive month-to-month subscription). We're a fairly small company and headcount fluctuates so it was a little unnerving deciding the number of annual subscriptions to set up but then again, it's now structured more like other large-scale products so we will get used to it. Regardless, for the cost, it's so worth it.

Recommendations to others considering the product

I came from a large corporation where my team got together monthly to put together our receipts, tape them to paper, and scan them to our email to be sent and filed by the finance department. Can you say stone age?! THIS IS SO MUCH EASIER. Your admins and team will thank you for the time they'll get back from the days of manual expense reporting!

What business problems are you solving with the product? What benefits have you realized?

We use Expensify internally between three subsidiaries and it's been such a work-hack. Everyone loves using Expensify and our new-hires are amazed at the ease of use. I also use Expensify with our consultants, contractors, and accountants. I appreciate how much work is all in one place. It makes expenses and reporting so easy.

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