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Expensify

Expensify is the expense management app that does it all - from receipt scanning to reimbursement.
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About:

Expensify is a comprehensive spend management platform that simplifies expense tracking, reporting, and reimbursement for businesses of all sizes. Companies use Expensify to automate their expense processes, saving time and reducing errors. With features like SmartScan technology for receipt capture, automatic report creation, and integrations with popular accounting software, Expensify streamlines financial operations and provides real-time visibility into company spending. Its user-friendly interface and mobile app make it easy for employees to submit expenses on the go, while robust policy enforcement and approval workflows ensure compliance and control for finance teams.

Best fit for:

Employee Count: 10-5,000+

Location: Global, with a focus on the United States

Industries: Software, Financial Services, Professional Services, Healthcare, E-commerce

Job Titles: CFO, Controller, Head of Finance, Director of Operations, HR Manager

Key Features:

  • SmartScan: Automatically captures receipt data and creates expense entries.
  • Corporate Card Integration: Syncs transactions for easy reconciliation and reporting.
  • Automated Expense Reports: Generates reports automatically based on captured expenses1.
  • Policy Enforcement: Customizable rules ensure compliance with company expense policies.
  • Approval Workflows: Streamlines the review and approval process for expense reports.
  • Accounting Integrations: Seamlessly syncs with popular accounting software for easy reconciliation.

Company Summary

Expensify is a company that helps people and businesses keep track of their spending. They offer tools to manage expenses, pay bills, and book travel, all in one place. Over 12 million people use Expensify to make handling money easier.

Price Estimate

Expensify has two main plans:

  • Collect Plan: Costs $5 per user each month. It’s good for small teams with 1-10 employees.

  • Control Plan: Costs $9 per user each month. It’s designed for bigger companies with 10-1,000 employees.

These prices are for annual subscriptions when using the Expensify Card. (help.expensify.com)

Who is Expensify for?

Expensify is great for businesses of all sizes, from small teams to large companies. It’s especially useful for:

  • Company Size: Small teams (1-10 employees) to large organizations (10-1,000 employees).

  • Job Titles: Accountants, Finance Managers, Business Owners, HR Managers, and Sales Managers.

  • Industries: Technology, Finance, Healthcare, Education, and Retail.

Features, Functionalities, and Benefits

Expensify offers several helpful features:

  • Expense Management: Keep track of expenses, vendors, and invoices. Analyze spending and plan budgets.

  • Travel Booking: Schedule flights and book places to stay. Easily add trip expenses.

  • Receipt Scanning: Use the mobile app to scan receipts. It automatically records details like vendor, date, and amount.

  • Expensify Card: A corporate card that automatically adds transactions to expense reports.

  • Invoicing: Quickly create invoices with automatic calculations for taxes and discounts.

Use Cases

Companies use Expensify in many ways:

  • Expense Tracking: Employees can scan receipts and submit expenses easily.

  • Travel Management: Book travel and manage related expenses in one place.

  • Bill Payments: Automate paying bills and keep track of what’s due.

  • Invoicing Clients: Create and send invoices quickly to clients.

Who Are Their Best Customers?

Expensify is used by many companies across different industries. While specific customer stories aren’t provided, businesses of various sizes and sectors benefit from its features.

What Makes Expensify Different?

Expensify stands out because it combines expense tracking, travel booking, and bill payments into one easy-to-use app. This all-in-one approach helps businesses manage their finances more efficiently.

Legal Info:

You can find Expensify’s legal information here:

  • Privacy Policy:

  • Terms of Service:

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