Expensify Information Industry Insights

Score7.7 out of 10

406 Reviews and Ratings

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Insights from Expensify Reviewers

Based on 15 verified reviews published in the last 18 months

What positive or negative impact (i.e. Return on Investment or ROI) has Expensify had on your overall business objectives?

12 answered

For Information industry firms, Expensify primarily delivers significant ROI through substantial time savings in expense management, a critical factor given the high value of employee time in this sector. Ten of the 12 reviewers highlighted how the platform drastically cuts down the hours spent on expense reporting and approval processes, enabling highly compensated professionals to focus more on core, revenue-generating activities. This efficiency gain directly translates into reduced operational overhead and improved productivity across project teams. Furthermore, the platform's ease of use and ability to facilitate quicker reimbursements contribute to better employee satisfaction, which is vital for talent retention in a competitive industry. The cumulative effect is a streamlined financial workflow that supports agile operations and ensures timely financial reconciliation, allowing Information companies to maintain focus on client deliverables and strategic initiatives rather than administrative burdens.

Time Savings

10 mentions

Time savings is the most significant ROI driver for Information industry professionals using Expensify, with 10 of 12 r…

Time savings is the most significant ROI driver for Information industry professionals using Expensify, with 10 of 12 reviewers citing this benefit. The reduction in time spent on expense reporting and approval allows highly skilled employees to reallocate hours to client work, research, or project development, directly impacting productivity and profitability. This is particularly valuable for Information companies where employee time is a premium asset.

Reduced time validating expenses
Presales Manager, Atamis (51-200 employees)View Full review
Saves time - It used to take me hours to do expenses when coming home from a work trip and now I can usually get a 3-4 day trip worth of expenses done in 30 minutes.
Sr Director of Brand, Everbridge (1001-5000 employees)View Full review
Frees up my time approving expenses
CEO, NoteAffect (1-10 employees)View Full review

Faster Reimbursement

2 mentions

Expensify's ability to facilitate faster reimbursements is a positive impact for Information industry employees. Quicke…

Expensify's ability to facilitate faster reimbursements is a positive impact for Information industry employees. Quicker turnaround times on expense payouts improve employee satisfaction and cash flow management for individuals, which is important for retaining talent and maintaining morale, especially for those who travel frequently for projects or client meetings.

Faster turnaround.
VP Marketing, Optimal Dynamics (51-200 employees)View Full review
I mostly used it for reimbursements and it worked just as it should
senior user community support, G2 (501-1000 employees)View Full review

Ease of Use

2 mentions

The platform's ease of use is a key factor in its adoption and effectiveness within Information companies. A straightfo…

The platform's ease of use is a key factor in its adoption and effectiveness within Information companies. A straightforward interface minimizes training requirements and user errors, ensuring that even non-finance personnel can efficiently manage their expenses without extensive support. This reduces administrative overhead and potential bottlenecks in the expense approval process.

people love it
Senior Engineer, Sri Lanka Telecom PLC (5001-10,000 employees)View Full review
Ease of use results in less issues or fixes needed.
VP Marketing, Optimal Dynamics (51-200 employees)View Full review

Besides Expensify, what other software do you regularly use? How likely would you be to recommend it to a friend or colleague?

7 answered

Information professionals rely on a specialized ecosystem of tools beyond core financial management to support their analytical, collaborative, and project-driven workflows. While general communication platforms like Slack are consistently viewed positively, the landscape for project management and collaboration tools appears more varied, reflecting diverse operational needs within the sector. Two of 7 reviewers highlighted the importance of robust project management and collaboration software, indicating a fragmented but critical need for tools that can handle both structured development and creative ideation. Concurrently, the necessity for seamless and efficient communication is underscored by 2 of 7 reviewers who specifically noted the value of platforms like Slack. This suggests that for Information teams, the integration and adaptability of these complementary tools are key drivers for productivity and successful project execution.

Slack

2 mentions

Effective and real-time communication is crucial for Information professionals to disseminate findings, coordinate rese…

Effective and real-time communication is crucial for Information professionals to disseminate findings, coordinate research efforts, and maintain strong team cohesion across various projects. Slack is consistently identified as a highly valuable tool, with 2 of 7 reviewers highlighting its critical role in their daily operations. Its positive reception likely stems from its ability to facilitate quick information exchange and integrate with other essential platforms, streamlining workflows in a data-intensive environment.

Slack, Microsoft Teams
Digital Marketing Manager, Prosus (201-500 employees)View Full review
Atamis CM, Slack, Gong
Presales Manager, Atamis (51-200 employees)View Full review

Project Management and Collaboration

2 mentions

Information teams frequently engage in complex projects ranging from research and data analysis to content development,…

Information teams frequently engage in complex projects ranging from research and data analysis to content development, necessitating specialized tools for organization and teamwork. The diverse range of platforms mentioned by 2 of 7 reviewers, from structured tools like Jira to creative collaboration spaces like FigJam, highlights the varied methodologies and specific needs within the industry. This fragmentation suggests that Information buyers often seek solutions tailored to particular project types rather than a singular, all-encompassing system.

FigJam, Groove, a Clari company, Brandfolder
Customer Insights Manager, Owl Labs (51-200 employees)View Full review
Atlassian Jira, Workday Cloud Platform
Technical Account Manager, Adswizz (10,001+ employees)View Full review

Describe how you use Expensify in your organization. What are the business problems the product addresses and what is the scope of your use case?

15 answered

Information industry professionals frequently leverage Expensify to streamline what is often a manual and time-consuming expense reporting process, allowing them to dedicate more focus to core project work and client deliverables. Reviewers consistently highlight the product's ability to simplify expense tracking and submission, a critical function for managing project-based costs and client billing. The platform's ease of use and efficient receipt scanning capabilities significantly reduce administrative burden, a key benefit for highly skilled professionals whose time is a valuable asset. The automation features within Expensify are particularly valued, contributing to faster approvals and reimbursements, which is essential for maintaining employee satisfaction and efficient financial operations in project-driven environments. Overall, Expensify is seen as a robust solution for enhancing financial management efficiency within Information organizations.

Ease of Use and User Experience

6 mentions

For Information professionals, Expensify's intuitive design and user-friendly interface translate directly into less ti…

For Information professionals, Expensify's intuitive design and user-friendly interface translate directly into less time spent on administrative tasks, enabling greater focus on billable or strategic work. Six of 15 reviewers emphasized the product's simplicity, noting how it streamlines the often-dreaded task of expense reporting. This ease of use is crucial for widespread adoption across teams, from individual contributors to management.

It is easy to add receipts and add mileage to and from various airports.
Sr Director of Brand, Everbridge (1001-5000 employees)View Full review
It didn't bog me down with information that wasn't needed and just did the job really well with minimal effort.
senior user community support, G2 (501-1000 employees)View Full review
Expensify makes it easy.
CEO, NoteAffect (1-10 employees)View Full review

Expense Tracking and Submission

6 mentions

Expensify effectively addresses the Information industry's need for accurate and organized expense management, which is…

Expensify effectively addresses the Information industry's need for accurate and organized expense management, which is vital for client billing, project cost allocation, and internal financial oversight. Six of 15 reviewers specifically mentioned using the platform to manage both internal and client-related expenses, highlighting its utility in maintaining structured records. The system provides a centralized solution for categorizing and approving expenses, simplifying a complex process.

We use Expensify to manage all of our internal and client-related expenses.
Developer Consultant, Thoughtworks (5001-10,000 employees)View Full review
Our entire organization uses Expensify to simply our expense reporting system.
Senior Systems Engineer, Nutanix (5001-10,000 employees)View Full review
We use Expensify for our expense management and overall it provides an excellent customer experience .
Technical Account Manager, Adswizz (10,001+ employees)View Full review

Expense Submission Speed

6 mentions

The rapid submission and approval process offered by Expensify is a significant advantage for Information firms, where…

The rapid submission and approval process offered by Expensify is a significant advantage for Information firms, where timely financial reconciliation can impact project profitability and employee satisfaction. Six of 15 reviewers praised the speed with which expenses can be reported and approved, noting that it removes a common burden for staff. This efficiency ensures that finance departments can process reimbursements and close out projects without unnecessary delays.

I loved how straightforward it was to get payments uploaded and approved.
senior user community support, G2 (501-1000 employees)View Full review
Submitting receipts is quick and painless, using either the built in camera feature, uploading images or simply emailing attachments to the mailbox (from any registered email account).
Presales Manager, Atamis (51-200 employees)View Full review
Now, we get our expenses reported on time, and it is not a burden for our staff to submit them.
CEO, NoteAffect (1-10 employees)View Full review

Receipt Scanning and Data Capture

6 mentions

Automated receipt scanning and data capture are critical features for Information professionals who frequently incur ex…

Automated receipt scanning and data capture are critical features for Information professionals who frequently incur expenses while traveling or working remotely, ensuring accurate record-keeping and compliance. Cited by six of 15 reviewers, this functionality significantly reduces manual data entry and the risk of errors, which is paramount for maintaining robust audit trails. The ability to automatically extract vendor information, price, and tax saves considerable time and effort.

We do expense approval workflow and also storing and capturing receipts to ensure proper accounting.
Technical Account Manager, Adswizz (10,001+ employees)View Full review
Keeping track of your expenses and having a copy of the receipts is hard when you're traveling, but Expensify makes it easy.
CEO, NoteAffect (1-10 employees)View Full review
It is easy to add receipts and add mileage to and from various airports.
Sr Director of Brand, Everbridge (1001-5000 employees)View Full review

Automation and Efficiency

4 mentions

Expensify's automation capabilities provide substantial efficiency gains for Information organizations, allowing them t…

Expensify's automation capabilities provide substantial efficiency gains for Information organizations, allowing them to optimize financial workflows and reduce administrative overhead. Four of 15 reviewers highlighted how automation, from smart suggestions to automatic report submission, translates into significant time savings for both employees and finance teams. This efficiency allows firms to reallocate valuable resources towards core business activities rather than manual expense processing.

Expensify even provides an automatic submission service for validated reports, should I forget to submit manually.
Presales Manager, Atamis (51-200 employees)View Full review
Having Expensify automatically scan receipts to extract vendor information, price, tax etc, as well as the ability to set up automatic coding, that learns, means I don't have to worry when it comes to the end of the week - I just need to review any validation warnings and submit the report.
Presales Manager, Atamis (51-200 employees)View Full review
It also takes less time to approve and pay the expenses.
CEO, NoteAffect (1-10 employees)View Full review

Please provide some detailed examples of areas where Expensify has room for improvement.

10 answered

For Information sector teams, the efficiency and reliability of expense management systems like Expensify are critical for accurate client billing, project cost tracking, and streamlined administrative workflows. While Expensify offers core functionality, Information professionals evaluating the platform frequently highlight areas for improvement that directly impact their operational effectiveness. Receipt scanning and upload, a foundational feature, presents a mixed experience for 4 of 14 reviewers, with concerns around OCR accuracy and processing speed affecting data integrity for project-specific expenses. Furthermore, the mobile application's performance and usability are a notable pain point for 2 of 14 reviewers, impacting the ability of professionals to efficiently capture expenses while working remotely or on client sites. These areas suggest that while the system handles basic expense reporting, its performance in key areas can introduce friction into the demanding and detail-oriented environment of Information services.

Receipt Scanning and Upload

4 mentions

For Information professionals, accurate and swift receipt scanning is paramount for precise client invoicing and projec…

For Information professionals, accurate and swift receipt scanning is paramount for precise client invoicing and project cost allocation. While the feature generally functions, 4 of 14 reviewers noted inconsistencies in OCR accuracy, particularly with dates, and expressed a desire for faster auto-scanning, which can lead to manual adjustments and administrative overhead.

the receipt scanning feature was hit or miss for me but mostly worked
senior user community support, G2 (501-1000 employees)View Full review
The OCR functionality can be a bit wonky for recognizing dates
BDR, Zendesk (5001-10,000 employees)View Full review
Auto-scanning - auto scanning and tagging could be a bit faster with the use of new AI tools.
Sr Director of Brand, Everbridge (1001-5000 employees)View Full review

Mobile App Performance and Usability

2 mentions

Information professionals often manage expenses on the go, making mobile app performance crucial for real-time expense…

Information professionals often manage expenses on the go, making mobile app performance crucial for real-time expense capture and categorization. However, 2 of 14 reviewers reported issues with the app's responsiveness and found its user interface confusing, which can impede timely expense submission and add unnecessary friction to their workflow.

User Interface Can Be Confusing for New Users
Developer Consultant, Thoughtworks (5001-10,000 employees)View Full review
At times, the app might be slow in responsiveness
Technical Account Manager, Adswizz (10,001+ employees)View Full review

Please provide some detailed examples of things that Expensify does particularly well.

15 answered

For Information professionals, Expensify significantly streamlines the often-cumbersome task of expense management, allowing teams to maintain focus on core analytical and project-based work. A major advantage highlighted by reviewers is the product's robust receipt scanning and processing capabilities, cited by 6 of 15 reviewers, which automates data entry and reduces manual administrative burden. This efficiency extends to the overall ease of use, with 5 reviewers praising the intuitive interface that simplifies tracking, submission, and approval workflows. In project-driven environments common within the Information sector, transparency in the approval process is critical for budget management and timely reimbursements, a feature that Expensify delivers effectively, as noted by 4 reviewers. The product's automation features are particularly beneficial for organizations where employees frequently incur expenses across various projects or client engagements, ensuring accurate record-keeping without diverting significant time from billable hours or research activities.

Receipt Scanning and Processing

6 mentions

Information professionals consistently praise Expensify's ability to automate the capture and processing of expense rec…

Information professionals consistently praise Expensify's ability to automate the capture and processing of expense receipts, a critical feature for reducing administrative overhead. The accuracy of automatic data extraction from receipt photos minimizes manual entry errors and frees up valuable time that would otherwise be spent on tedious data input. This functionality is highly valued in an industry where time is often directly tied to project deliverables and client billing.

Mobile app friendly - we can use the mobile app easily while traveling for adding great quality photos of receipts.
Sr Director of Brand, Everbridge (1001-5000 employees)View Full review
Easy to take a picture of the receipt
CEO, NoteAffect (1-10 employees)View Full review
Automatically extract details from receipts
Presales Manager, Atamis (51-200 employees)View Full review

Ease of Use and Interface

5 mentions

Expensify's intuitive interface and overall ease of use are highly regarded by Information professionals, with 5 review…

Expensify's intuitive interface and overall ease of use are highly regarded by Information professionals, with 5 reviewers specifically highlighting this benefit. For teams focused on complex analytical tasks, a straightforward expense management system reduces friction and minimizes the learning curve, allowing employees to quickly file reports and managers to approve them efficiently. This simplicity ensures that administrative tasks do not become a bottleneck for productivity.

Easy to associate the expense with a client or report
CEO, NoteAffect (1-10 employees)View Full review
Easy to file the report
CEO, NoteAffect (1-10 employees)View Full review
Easy to approve the expenses
CEO, NoteAffect (1-10 employees)View Full review

Receipt Scanning and Uploading

5 mentions

The ease and automation of receipt scanning and uploading are significant advantages for Information teams, as evidence…

The ease and automation of receipt scanning and uploading are significant advantages for Information teams, as evidenced by 5 of 15 reviewers. This feature directly contributes to quicker expense report generation and submission, which is crucial for maintaining efficient financial operations in project-based or consulting firms. The ability to quickly import receipts, whether by scanning or email, ensures that expenses are captured promptly and accurately without disrupting workflow.

Automatic Receipt Scanning & Categorization
Developer Consultant, Thoughtworks (5001-10,000 employees)View Full review
Importing receipts
Senior Business Development Representative, Concentric AI (51-200 employees)View Full review
Automation with scanning receipts
Customer Insights Manager, Owl Labs (51-200 employees)View Full review

Approval Process Tracking

4 mentions

Transparency and clarity in the expense approval process are critical for Information organizations managing multiple p…

Transparency and clarity in the expense approval process are critical for Information organizations managing multiple projects and client budgets, a positive aspect noted by 4 of 15 reviewers. Expensify provides visibility into the status of expense reports, which helps in forecasting project costs and ensuring timely reimbursements for employees. This clear tracking minimizes delays and improves financial accountability across teams.

Reminders on the approval status
Technical Account Manager, Adswizz (10,001+ employees)View Full review
Understanding where the approvals are in the process
Senior Systems Engineer, Nutanix (5001-10,000 employees)View Full review
Approval process
AEM Developer, Crowdstrike (10,001+ employees)View Full review

Expense Management and Organization

2 mentions
Good organization of receipts
Technical Account Manager, Adswizz (10,001+ employees)View Full review
Expense tracking
Senior Systems Engineer, Nutanix (5001-10,000 employees)View Full review
Report organization
Senior Systems Engineer, Nutanix (5001-10,000 employees)View Full review

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