Expensify Customer Reviews 2024

Expensify

8.9 /10

67 Reviews Write a Review

Claim Software

What is Expensify?

Expensify is a simple way to manage your business expenses. Just snap a quick picture of the receipt with our App and it's completed. Expensify's SmartScan technology will read receipts and input all the information for you. Expensify can also automatically import expenses directly from your bank and credit card and generate an IRS guaranteed e-Receipt.

Company Details

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Awards & Recognition

Expensify won the following awards in the Expense Management category

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2024 Emotional Footprint Champion

Latest Award, 2024

Contract Negotiation
Conflict Resolution

Latest Award, 2024

2023 Data Quadrant Gold Medalist

2023

11 Top Rated Capabilities

12 Top Rated Features

2023

2023 Emotional Footprint Champion

2023

Contract Negotiation

2023

2022 Data Quadrant Gold Medalist

2022

11 Top Rated Capabilities

11 Top Rated Features

2022

1 Top Rated Capabilities

3 Top Rated Features

2021

Expensify Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Expensify.

90 Likeliness to Recommend

97 Plan to Renew

1
Since last award

88 Satisfaction of Cost Relative to Value

1
Since last award

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Emotional Footprint Overview

+88 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Expensify?

0% Negative

10% Neutral

90% Positive

Pros

Fair
Transparent
Altruistic
Performance Enhancing

Feature Ratings

Average 89

Optical Character Recognition

Expense Detail Tracking

Receipt Image Submission

Expense Policy Aware

Mobile App or Mobile Browser Support

Approval Workflow

Expense Itemization

Single Sign-On (SSO)

Desktop Browser Support

Multi Currency

Travel Profile

Vendor Capability Ratings

Average 87

Usability and Intuitiveness

Ease of Implementation

Quality of Features

Ease of Customization

Breadth of Features

Ease of IT Administration

Availability and Quality of Training

Product Strategy and Rate of Improvement

Business Value Created

Vendor Support

Ease of Data Integration

Expensify Reviews

Mahesh P.

Role: Sales Marketing
Industry: Manufacturing
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Oct 2022

Demystifies the complex expense management process

Likeliness to Recommend

10 /10

What differentiates Expensify from other similar products?

The Expensify app offers a business credit card called the Expensify Card. This app allows us to track expenses, submit expense reports, pay bills, generate invoices, collect payments, track mileage, and plan trips with the company’s SmartScan technology.

What is your favorite aspect of this product?

We get payment notifications and updates once an invoice has been paid, with payment status automatically updated in our accounting software

What do you dislike most about this product?

The Scanner fails sometimes and this interferes with scanning and digitizing receipts to create an electronic trail to easily access records when I need them

What recommendations would you give to someone considering this product?

The Expensify interface is clean and easy to navigate. All of your records are separated easily into distinct categories. You can even mark off entire vendors as work-related or personal instead of going through each transaction manually

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Fred A.

Role: Sales Marketing
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Oct 2022

Thoroughly automated expense tracking

Likeliness to Recommend

10 /10

What differentiates Expensify from other similar products?

Expensify simplifies the management of expenses and allows quick addition of cash expenses. It automatically imports all card transactions and captures various billable expenses such as mileage and time

What is your favorite aspect of this product?

With the facility of unlimited receipt upload and storage, we got rid of the paper receipts and manual operations. Other features related to receipt management include the smart scanning and receipt forwarding

What do you dislike most about this product?

The corporate card integrations on Expensify have limited support regarding receipt imports. Also the approval workflows could use more flexibility

What recommendations would you give to someone considering this product?

Expensify is highly scalable for small, midsize, and enterprises organizations. Expensify makes it fairly ease to use and can be accessed on your mobile phone

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Angelina M.

Role: Sales Marketing
Industry: Manufacturing
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2022

Digital app to manage expense on the go

Likeliness to Recommend

9 /10

What differentiates Expensify from other similar products?

One of the most useful benefits of using Expensify is the ability to create approval workflows within tye app. It allows customization of expense policy to flag purchases that need a manager's review

What is your favorite aspect of this product?

The ability to set a spending limit every time an employee sets out on a business trip. The system also notifies employees after they upload their receipts to let them know how close to the budget they are

What do you dislike most about this product?

The Expensify app's GPS doesn't always track my mileage correctly from beginning to the end of the trip and this makes it difficult to calculate the mileage expense

What recommendations would you give to someone considering this product?

The goal of Expensify is to help you work more efficiently, reduce errors in your accounting and prevent fraud within your business

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Expensify

What is Expensify?

Company Details

Need Assistance?

Awards & Recognition

2024 Emotional Footprint Champion

2023 Data Quadrant Gold Medalist

2023 Emotional Footprint Champion

2022 Data Quadrant Gold Medalist

Expensify Ratings

90 Likeliness to Recommend

97 Plan to Renew

1 Since last award

88 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+88 Net Emotional Footprint

How much do users love Expensify?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Optical Character Recognition Extraction of relevant information off a receipt image, and auto-import into the expense record. This includes itemization, taxes, and gratuities.

Expense Detail Tracking Expense information related to the expense, including reason, attendees, project and/or client information, and whether an expense is re-billable to a client.

Receipt Image Submission The ability to take or import photos of the receipts supporting the expense.

Expense Policy Aware Configurable with the organization’s expense policy by blocking an expense or travel booking, or raising an alert that prompts for a rationale for exceptions.

Mobile App or Mobile Browser Support Facilitates the use of the mobile device to capture receipt images, allowing feature expense tracking and submission, with the convenience of mobility.

Approval Workflow Approval or non-approval of submitted expenses, as well as pre-approval of travel and accommodations reservations before bookings are allowed to be finalized.

Expense Itemization Itemize expenses off a single receipt, identifying specific line items to a person or activity, taxes, tips, and/or rebillable/non-rebillable items.

Single Sign-On (SSO) Login authentication linked to corporate login credentials, and user account information auto-populated to the expense profile.

Desktop Browser Support Accessible from a web browser, anywhere and anytime, with the appropriate security measures.

Multi Currency The ability to record expenses in multiple currencies in a single report.

Travel Profile The ability to save and apply traveler preferences, such as seat preferences, frequent traveler loyalty card information, upgrade options, etc.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Expensify Reviews

Mahesh P.

Demystifies the complex expense management process

Likeliness to Recommend

Pros

Fred A.

Thoroughly automated expense tracking

Likeliness to Recommend

Pros

Angelina M.

Digital app to manage expense on the go

Likeliness to Recommend

Pros

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Feature Ratings

Optical Character Recognition

Expense Detail Tracking

Receipt Image Submission

Expense Policy Aware

Mobile App or Mobile Browser Support

Approval Workflow

Expense Itemization

Single Sign-On (SSO)

Desktop Browser Support

Multi Currency

Travel Profile

Vendor Capability Ratings

Usability and Intuitiveness

Ease of Implementation

Quality of Features

Ease of Customization

Breadth of Features

Ease of IT Administration

Availability and Quality of Training

Product Strategy and Rate of Improvement

Business Value Created

Vendor Support

Ease of Data Integration

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