Expensify

The AICPA recommended solution for simplified expense management

Key benefits

  • One-Click Receipt Tracking - Snap a photo of your receipt using the Expensify mobile app, and patented SmartScan technology automatically reads the merchant name, date, and amount, and transcribes this information onto an expense report.
  • Credit Card Reconciliation - Expensify pulls in the credit card feed and auto-merges each transaction to the corresponding receipt, for personal or business cards. Admins can centrally manage all corporate cards for automatic reconciliation.
  • Multi-Layer Approval Workflows - Route expense reports through multiple layers of approval, so reports can easily be approved by multiple managers.

How it works with QuickBooks

Expensify offers receipt and mileage tracking, expense reporting, and company card reconciliation – all seamlessly integrated with QuickBooks. Designed for accountants and employees alike, Expensify is the only expense management partner of the AICPA and CPA.com.

Details

Expensify automates every step of the expense management process from receipt tracking through reimbursement.

Learn more at use.expensify.com/quickbooks.

Expensify is free for basic users, costs $5/user/mo for the team plan, and $9/user/mo for the corporate plan.


PLAN PRICE USERS DETAILS
Team $5/user/month 1 Basic expense needs for small teams:

• Unlimited SmartScans
• Basic expense approval
• Reimburse online
Corporate $9/user/month 1 Full-fledged expense management from receipt processing to reimbursement. Includes everything in Team, plus:

• Full receipt and expense automation
• Easy reconciliation
• Approval workflows
• Policy enforcement

Customers can contact Expensify through the in-app chat, or by emailing help@expensify.com. There's also a Community Forum and an extensive library of help articles to guide the way.

Contacts

help@expensify.com
Online support:
http://docs.expensify.com/


FAQ

How do I upload and track receipts?
Snap a picture of the receipt on the mobile app and let Expensify take care of the rest. Patented SmartScan OCR technology reads and transcribes the receipt information, then adds it to an expense report. Forward emailed receipts to receipts@expensify.com.
How do employees get reimbursed through Expensify?
Employees can be reimbursed with Next Day Direct Deposit (via ACH) or PayPal.
Can I code receipts before exporting to QuickBooks?
Expensify automatically codes expenses according to your chart of accounts so that whenever you're ready to export, you're all set to go.
Is this a good tool for accounting firms?
Expensify is loved by accountants and their clients. With its seamless QBO integration, powerful controls, and intuitive interface, it’s easy to see why ProAdvisors choose Expensify as their go-to expense solution.