Expensify

Our company uses Expensify for our Petty Cash spending. Multiple employees have cards, all drawing from the same bank account. It's handy to have a bigger spending limit per card, as well as the automatic receipt generation for several types of purchases. Also, the repeated reminders to upload the receipt for larger purchases are a lifesaver. We have several employees who have historically thought of receipts as unnecessary paperwork, leading to accounting hounding the employees for receipts or spending time asking vendors to email missing receipts. This has led to discontent between departments. Initially, adding the new system created an organic change in procedure requirements that employees could understand but not take personally. Now, Expensify automatically does the "hounding," so forgetful employees no longer have a person to be mad at. When a card is lost or compromised, the ability to turn off a card and order a new one is very smooth. While waiting for the physical card to arrive, it is nice to still be able to use the virtual card. Altogether, I would recommend Expensify, especially for smaller businesses where all the employees know each other.

• Employees know we are able to see their spending in nearly real time - reducing questionable/vague purchases.
• Accounting labor has gone way down, in reconciliation, fixing coding errors and in hunting down receipts.
• General employee labor has gone down as cards are no longer being rejected at the register, and spending limits are higher.

I use the Co-Pilot function as an accountant and tax preparer. My clients use Expensify to create reports for reimbursements, quarterly expenses, and to store receipts digitally. This lets them save on storage and paper by prioritizing digital receipts. The ease of use, especially for the mobile apps, allows users to submit receipts in real time. None of my usage has used the expense claim tool, but I see that as a tool with high value.

• Positive impact is the time saving and efficiency of this tool. One of my clients has saved hours each month and is better able to focus on his business instead.

Dext and Ramp

QuickBooks Online, Drake Tax

As a traveling business professional, the simplicity and ease of use in submitting expenses can save me valuable time. With Expensify, l love that i can quickly log on, enter an expense, reciept and description very quickly, and even if i dont complete it, the system saves my info so i can continue if i get pulled away from the initial task. Many entry processes which typically were very time consuming in other systems, are now able to be done without the hassles of delays, errors etc. Previously i would wait to enter reports because i knew it would be time consuming, which resulted in missed expenses, costing me $$$. I am able to enter expenses quickly instead of sorting through many receipts at the end of each week or month.

• Frees up my time to sell and conduct business instead of procedural tasks

SAP Concur

We use Expensify for work travel, specially with the sales and implementation team when we travel onsite to customers. I enjoy using it because it’s so simple to forward your emailed receipts straight to your account and take pictures of receipts while on the road and it keeps them organized. Then at the end of of a trip I can dump them all in a report and send it off with ease to the accounting team.

• Organized expenses
• Ease of expense reports

BILL

BILL

I've used Expensify as a corporate employee when my small company had zero useful accounting tools of their own and I've used it for my own small businesses. If the corporate job I had would have chose Expensify (over the "other guys" who are terrible but have made a name for themselves in expenses/travel), I would have been a MUCH happier business traveler. Expensify is far and away my favorite expense recording program. The app is actually useful and truly makes capturing and organizing expenses a breeze. As a small business owner I love that I can set up reports for whatever I want, quarters, mileage tracking, whatever works with my business flow and can export them into a spreadsheet for accounting purposes.

• I've been able to easily track 6-10k with of write offs with mileage tracking
• Has saved me many hours of trying to compile receipts for taxes ...pull expenses and go
• Saves me money by making my business work better, more hours I can get to work with

SAP Concur

Google Drive, Canva, Dotloop