Expensify is a great tool for sales teams
April 30, 2025

Expensify is a great tool for sales teams

Daniel Kim | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Collect

Overall Satisfaction with Expensify

I use Expensify for sales expenses and this year, I’m leading conferences for the organization so Expensify has made it incredibly easy to submit, approve, and reimburse all the expenses related to these events.
Scanning photos and understanding emailed PDF receipts has allowed me to eliminate the burden of having to remember about submissions as it’s largely automated and all expenses can be forwarded to a convenient inbox. It also groups automatically into expense reports which auto submit once everything looks good. I appreciate this greatly

Pros

  • Scanning images and pdf emailed receipts
  • Auto grouping expenses into reports
  • Auto submitting reports weekly

Cons

  • Credit card conversion rates/fees on top of USD->CAD conversions could be helpful
  • Saves me at least 4 hours per trip from previous workplace expense solutions
Easy to use, simple, comment capability to explain any one-offs and the ability to edit fields everywhere else as needed. Highly conducive to a high trust environment for employees submitting expenses
Ease of use and higher trust to employees equals quicker turnaround of reimbursement

Do you think Expensify delivers good value for the price?

Yes

Are you happy with Expensify's feature set?

Yes

Did Expensify live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Expensify go as expected?

I wasn't involved with the implementation phase

Would you buy Expensify again?

Yes

It’s great for any kind of business travel because you don’t need anything other than your phone and an email address

Expensify Feature Ratings

Employee Expense Reporting
10
Customizable Approval Policies
10
Financial Document Management
10
Payment Status Tracking
10
Payment Audit Trail
10
Duplicate Bill Detection
8
Advanced OCR
9
Electronic Funds Transfer
10

Comments

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