Expensify

As an approver of expenses, it is easy to reject wrongly submitted lines and tell the staff why. It is easy to approve and reimburse! They work hard to keep all major credit cards connected.

While it would be nice, it is hard to connect to every possible credit card and bank. My personal bank credit card does not connect for auto import.

Expensify has a great UI for users and is a very easy system to manage. It's easy and fast to submit and approve expense reports, including when staff are traveling. Expensify is so much simpler than some of the other expense management software (e.g. Concur). Some Finance Teams seem to think that going with a more complex software. However, I've found that while Expensify does not have as many "lock down" features as other software, allows us to easily manage expenses and move things forward quickly. When you balance administrative features and user UI/expense management, I would always go with the latter. Getting those expense reports is the most important, and Expensify makes that easy and simple!

Expensify's largest drawback is their customer service. For smaller companies at least, there is no account manager and we can only receive support via chat/email. This can be a huge challenge when the integration breaks or something complex needs to change.

Expensify was extremely user friendly and I loved being able to snap a picture of a receipt and automatically upload in live time after a purchase was made.

The only inconvenience was when I would upload a receipt intended for an existing report, but a new report would be generated. Not sure if I was doing something wrong or if the system sometimes glitches.

Used really more personally. Kept up with spending efficiently and didn’t require much input

Didn’t give projections of spending like I would prefer

Expensify helped us move our expense tracking into the digital age with a simple, intuitive employee interface. Reports are easily complied, submitted, and approved. All of which can be done on a mobile device.

One aspect that could be improved is customer service. They have a pretty good user community of how-to articles to troubleshoot issues, as well as their Concierge chat feature. However, some issues have taken longer than I would like to be addressed. To be fair, they have begun assigning account managers, which has helped remedy this issue.