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

Cheryl D.

Role: Operations
Industry: Government
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jul 2022

Effective management of expense tasks

Likeliness to Recommend

8 /10

What differentiates Expensify from other similar products?

Provides various methods to easily capture receipts digitally and automatically parse receipts to create expenses report entries

What is your favorite aspect of this product?

Enables easy entry of expenses in other currencies and converts to expense report currency. Automatically assigns categories/accounts based on past entries and credit card statements

What do you dislike most about this product?

It charges per user per month and this makes it expensive for our company. Optical character recognition doesn't work well when recognizing other languages

What recommendations would you give to someone considering this product?

This powerful business expense tracker app ensures fair and accurate billing and payments you should give it a try

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Enables Productivity

Gert V.

Role: Finance
Industry: Finance
Involvement: Initial Implementation

Validated Review

Verified Reviewer

Submitted Jul 2022

Expense management in a real-time dashboard

Likeliness to Recommend

10 /10

What differentiates Expensify from other similar products?

Expensify offers global currency compatibility and tax support for all our international business needs. Expenses are reimbursed automatically and updated in our accounting software

What is your favorite aspect of this product?

SmartScan, Expensify's OCR receipt capture technology, automatically creates an expense report when I snap a photo of a receipt and submits the reports automatically so expense reports are really finished with just one click

What do you dislike most about this product?

Would like a lot of in-app tips that are customizable to ensure we onboard new users quickly and that they can use the platform correctly without much struggle

What recommendations would you give to someone considering this product?

Suited for anything having to do with expense management and reimbursements since everything is tracked in the mobile app or online so can keep accurate track of your finances

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Sara Y.

Role: Operations
Industry: Not for Profit
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Jul 2022

One platform, perfect for purchases

Likeliness to Recommend

10 /10

What differentiates Expensify from other similar products?

Expensify makes processing reimbursements, including scanning receipts and managing corporate cards hassle-free and easy for both the operations team and the rest of the entire organization.

What is your favorite aspect of this product?

I like the workflow approvals in this platform. I have the ability to add and remove direct supervisors to an employee account at anytime without going to our nonprofit sponsor in for approval our old system. The ops team loves it and I feel that others in our company enjoy the platform more than our previous one.

What do you dislike most about this product?

The mobile application is not user-friendly. Specially, Ii does not include all of the functions or breadth of features that are available in the desktop version of Expensify. It's a huge deal when you're traveling and don't have access to the internet or wifi to be able to upload relevant documentation in a timely manner.

What recommendations would you give to someone considering this product?

Great app! Although, I would not recommend the mobile version.

Pros

Trustworthy
Altruistic
Appreciates Incumbent Status
Helps Innovate

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

Cheryl D.

Effective management of expense tasks

Likeliness to Recommend

Pros

Gert V.

Expense management in a real-time dashboard

Likeliness to Recommend

Pros

Sara Y.

One platform, perfect for purchases

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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