Expensify

Vorteile

We can easily track the record of expenses and find out particular person with whom those expenses are paid.Attachments are also very easily uploaded.

Nachteile

Everything is amazing about product. One thing which i feel that is not good for product is anyone can see the expense on the portal u just need id and password.

Vorteile

Expensify makes expense tracking effortless with its user-friendly interface and automatic receipt scanning. It’s a game-changer for both individuals and businesses looking to save time on managing finances. Highly recommended for anyone needing efficient expense reporting!

Nachteile

The subscription cost is a little high for individuals or small teams who don't need many features.

Vorteile

Nothing- it was a nightmare to try and use. Don't use it if you can avoid it.

Nachteile

- they overcharged us multiple times
- the platform is designed to be confusing so they keep overcharging you for different features without telling you
- even closing the account is a nightmare

Vorteile

Dishonest added services without permission, tripled price… ending all services , like the product serves the purpose if they were not scamming people

Nachteile

Dishonest added service and tripled the price all I need and use is receipts they can see that after a year as a client

Vorteile

Ease of use and ability to finally organise my receipts in time for the gestor. I didn’t have to presort them as they are saved and retrievable digitally by category or date or supplier. I liked that I could just email a bunch of receipts off at the same time to Expensify and they would upload all the receipts later ready for me to check and categorise and of course it remembers categories so you can save on time doing that too.

Nachteile

If anything the time to upload a receipt manually could be improved. I wasn’t sure if I had done it correctly or not the first few times I tried and it sort of felt a bit clunky. This was from my iPhone XR though so not sure if it’s a better experience on android.

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Vorteile

Nothing can beat the "Snap and Go" feature of this app. I can just take a photo of the receipt and expensify automatically extracts all the expense data. Another feature i liked about this app is that it gives me expense report automatically (once its sent for reimbursement, after its approved and after i get reimbursed). Expensify reimburse me directly to my bank account and its mobile friendly as well.

Nachteile

SmartScan is a great feature Expensify has but its not perfect. Sometime it gives error while scanning which can be pain. And its also a offline app.
Other than these two, this app is second to none in this category of application (Expense management category).

Vorteile

Their technology looked good on the front end. Their app is very functional and user-friendly.

Nachteile

The progress they made on product enhancements was slow

Vorteile

It makes it very easy to reimburse my staff for their expenses.

Nachteile

It can be a bit complicated when trying to upload receipts, but once you figure it out you will be fine.

Vorteile

Expensify makes it easy to manage my expenses within the company. It's very fast to use and super user friendly!

Nachteile

The smart scanner is a great idea, but unfortunately the performance isn't as good as the idea. I take less time filling my reports myself than using the smart scanner

Vorteile

I like that Expensify automates the entire process of expense management through receipts capturing and expenses categorization.

Nachteile

I have not had any bad experience with Expensify on my end.

Vorteile

I've been using Expensify for many years now to keep track of my monthly expenses and get a full and proper report for our accountant. Expensify offers few but essential options, even with the free version. You upload receipts from your cellphone, get them scanned and their information automatically filled within Expensify. The reports are clear and complete. Overall, it does exactly what you would expect from such a tool.

Nachteile

Some options are "hidden" and not easy to find in the first place, making the tool acting strangely. For example, last year, at some point, without doing anything on my part, my reports were automatically closed and sent to my manager before they were completed. I had to go and change the settings in a part of the options I've never used/seen before. After that, all was good though.

Vorteile

In evaluating this solution, we liked the demonstrated functionality, relatively low cost, and credit card offering.

Nachteile

The implementation experience has been terrible. The approach is not well organized. Early on we had problems "whitelisting" the Expensify ACH codes which we quickly rectified on our end, but it took Expensify nearly 10 days to restore related services. Then for some reason the integration with Xero stopped working in late March and one month later is has not been resolved. The only human we can speak with is our implementation coordinator which is frustrating because this is clearly a technical issue. I have asked on multiple occasions to speak with someone who can solve this issue only to be told that there is no one else I can speak with. Unacceptable.

Vorteile

Accounting system integration is pretty simple to set up.

Nachteile

Support never seems to know how to help, throws up their hands usually. Workflow is frustrating - never quite sure how the routing is working. Forces you to set up multiple domains to have multiple accounts at the same institution.

Vorteile

With Expensify, we have best features for managing and reporting travel and time related expenses

Nachteile

It is all smooth with Expensify. Has all features we need.

Vorteile

System was somewhat easy to use. The receipt scanning feature was also pretty cool.

Nachteile

I have been a paying customer of Expensify since 2019, but I stopped using it in December 2021 to move to a solution that worked better for my company. I kept one seat open for over 18 months because I thought I needed to do that to maintain the data. Once I found out it was possible to go to a free account without losing my data, I went to go and process the downgrade. I was shocked to find that they charge an additional monthly fee no matter what time of the month you downgrade the account! In my case, I downgraded the day after I was billed. No proration, and later found out that there was no refund - despite their "Concierge" giving me instructions on how to process a refund - only to find out I wasn't actually eligible... but they still wouldn't make it right. Their "Concierge" has no accountability - you can't get in touch with leadership. They just don't care anymore.

Vorteile

Super easy to use and user friendly, quick approval times.

Nachteile

No complaints! I love using Expensify for expense tracking and reimbursement.

Vorteile

I am the founder/CEO of my company, and adopted expensify because it was simple and easy-to-use, and largely automated expenses/reimbursement and financial reporting of same.

Nachteile

Unfortunately, something bad has happened to this company since those early days.First, they started putting up these really confusingly-labeled buttons which, if clicked, would automatically opt you in to using their new credit card product. And after I accidentally clicked one of those buttons, there was *no way* to undo it and every employee at my company was emailed a credit card! It was a huge fiasco.We decided to stop using Expensify due to these issues, as well as poor support, at the end of 2022. However, since our cancellation request arrived a few days *after* Jan 1 2023, they refused to cancel our account and continued to charge us over $1400 despite us not using the service at all. Eventually I had to contest the charges and ask our credit card issuer to deny future charges from expensify.

Vorteile

Super intuitive platform - can upload receipts for scanning or manually uplaod an expense and details. Then as a user, all you need to do is submit and your company should have it set up to go to all the relevant stakeholders to approve before you get paid back.

Nachteile

Sometimes it's easy to think you've submitted an expense, when it actually it hasn't gone through. But, you'll usually get a reminder email telling you to submit anyway.

Vorteile

Expensify has an easy to use interface, which is helpful for non-tech savvy people like myself. It has cross platform support including a mobile application. It also allows to quickly generate receipts, greatly simplifying the process which would otherwise have taken us days

Nachteile

The user experience could've been better. Although cost is not something I have to worry about immediately, it could be a bottleneck for some users as it limits the usage per cost tier. Data privacy and loss are also a consideration, given we're dealing with critical financial data

Vorteile

Expensify makes it very effective to manage expenses, upload receipts! Mobile access makes the platform very useful and essential

Nachteile

Everything with Expensify works really well.

Vorteile

Easy to use web based interface for uploading receipts and capturing expenses, clear d easy to follow reminders via email, ability to forward emailed receipts into expensify for automaticall uploading

Nachteile

Smart receipts took some time to process and usually it ended up being better to just doit manually, there wasn't the ability like there is with some others (that I now like better) to automatically set a lot of the categories, nor to assign out virtual credit cards to members of my team. I also understand it was more expensive than the option our company has since switched to.

Vorteile

It helps keep track of all my finances in one place instead of multiple folders, Google drives, etc.

Nachteile

The inconsistencies of when an auto-receipt is generated.

Vorteile

I liked how easy this system was to deploy. Our team was using it fairly flawlessly within about a week of adoption and that was a big win for us.

Nachteile

Expensify works in all the ways that I want it to. I wish the system would send email reminders for people to review their spending because that would help us stay on top of it

Vorteile

It makes it easy for me to submit receipts to come company that I can be reimbursed for.

Nachteile

I had a hard time figuring out how to use it at first.

Vorteile

What I like most about Expensify is that it is easy to use.

Nachteile

I like the mobile app and that you can upload your receipts from your mobile app.

Nachteile

I am writing to bring to your attention a profoundly concerning issue that I have encountered with your company's customer service procedures. It is imperative that everyone be made aware of how customers are treated within your organization.

To provide context, I recently registered an account with your company and underwent a series of verification processes. During these verifications, I was requested to obtain a letter of verification from my bank. Upon communicating with my bank, I was informed that such a letter could not be provided. Instead, we agreed to proceed with a phone verification process.

Subsequently, your support team instructed me to schedule a phone verification appointment. However, my appointment was canceled two hours prior to the scheduled time without explanation. I was then asked to undergo the verification process again, including re-uploading my identification documents. Despite completing these steps, I was still asked to provide verification using another form of identification, despite having already used my California Real ID.

Feeling increasingly disappointed and frustrated after three days of continuous demands for documents and unreasonable requests, I expressed my frustration by using the F-word twice. Regrettably, a representative from your company responded by threatening to discontinue service and implied transferring my case to another support member. However, when I requested assistance from another support member, I was told, "I'm not going to assign you to anyone else in our team until you're able to avoid being aggressive with our team."

I wish to emphasize that my use of inappropriate language was limited to two instances of the F-word. Furthermore, I was assured that your company does not have managers, and I was refused the opportunity to be assigned to another support team member. Subsequently, the support chat was abruptly terminated, and I have been unable to locate a valid telephone number for further communication.

It is deeply concerning that, despite providing personal and banking information, as well as linking my bank account, I was subjected to punitive measures for the use of mild profanity. This treatment is entirely disproportionate and unacceptable.

I am formally requesting a thorough investigation into this matter and appropriate action to rectify the situation. Additionally, I expect assurance that my account and personal information are handled with the utmost respect and security.

I anticipate your prompt attention to this issue and a satisfactory resolution. Please contact me at your earliest convenience to discuss further.

Vorteile

Expensify is one of the best software to record daily spends and claim reimbursements. Its easy to use, easy to navigate, simple dashboard. Anyone can use this easily. You can pull combine as well as singular reports for the employees.

Nachteile

In reporting I have faced the formatting issues. due to this its take time to make that report correct.

Vorteile

The flexibility from an admin standpoint: easy to add new employees, add new expense categories, many options to search from.
Easy to extract reports.

Nachteile

It is quite difficult to use as a first time user, especially if you are not someone who is used to the concept of expenses and expense reports.

Vorteile

We have been using Expensify for a long time and syncing it with different systems, including Workday and Netsuite. Expensify allows us to customize our policies to include custom fields from Netsuite which is a good feature. The approval workflow is straightforward and user-friendly, and the best part is that it doesn't require any training. Approvers can easily review expense reports with receipts attached to expenses. We reviewed other competitors' software and found them either expensive or not up to par. However, Expensify is a true value for money.

Nachteile

So far no complaints and it serves the purpose.

Vorteile

Very easy to import credit card csv files. The mobile upload and auto scan feature is great!

Nachteile

The monthly cost was pricey. Could not justify the monthly expense to manage expenses.

Vorteile

Easy to document and submit expenses. It also lets you know if you submit duplicate receipts.

Nachteile

Customer support doesn't resolve issues.

Vorteile

I like the ease of submitting expenses and pictures

Nachteile

Needs some work around types of expenses and multiple invoice attachments

Vorteile

We loved this tool. It worked so well for our nonprofit. It integrated well with credit cards and payments.

Nachteile

Two things completely turned me off of Expensify. THey started integrating DEI into their marketing. I remember coming to the site and they had splashed all over the screen BLM material. I dont need their progressive ideals of BLM or pride shoved at me. Just process receipts.

The second thing that turned me off was that I was no longer able to connect with my primary banks.

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Vorteile

Compared to an equivalent service - nothing, they don't compare.

Nachteile

Very sketchy billing process - if you make any changes, your new subscription date changes with the date of the change. No heads up - it just appears on your statement. Good luck getting a person to talk to, 5 or 6 unanswered emails - called our customer sales manager, she also neglects to respond. Their customer service is severely substandard. You get a live chat and that is it. Our company has jumped ship - I highly recommend you do your homework before utilizing this program, we have found another which is leaps and bounds better and a third of the price. MAKE SURE YOU TURN OFF YOUR AUTORENEW - if you choose to use expensify. I guarantee you you will end up changing to another platform if you didn't do your homework properly on their "lack" of service / customer service and must find out the hard way.

Vorteile

I like that i can email my expenses and it automatically creates a report. It makes it incredibly simple to submit and track expenses.

Nachteile

Sometimes scanning takes a bit longer than expected.

Vorteile

User friendliness is uncomparable. Straigforward options and clear visuals.

Nachteile

The lack of billing, invoicing and cost tracking features. This is why we switched to CORE. I hate CORE. I love Expensify. I miss it

Vorteile

Very good recognition success rate, once setup very easy to use.

Nachteile

High learning curve for initial setup for company use. Exporting all data out can be a challenge. Lacks integration with some popular platforms for accounting.

Vorteile

The design of the product itself is not bad.

Nachteile

Hard to integrate with other systems, not very user friendly and not cheap for what it is.

Vorteile

Once you've got the hang of using it, Expensify will make managing expenses simple. I've done the same thing with paper, spreadsheets and Concur and the experiences were terrible and mistake ridden. Just put everything through expensify and forget about it. If you've missed something or have an action to complete expensify will get in touch to prompt you with clear instructions.

Nachteile

There is a bit of learning curve. I find the UI quite sparse and until you get the hang of what is where it's not always clear how to complete tasks with it. I have found that once you have learned what you're doing though, you don't foget because it's not actually that complicated.

Vorteile

I love the fact that it tracks employees business expenses easily. It has a great UI for users like me and it's easy to manage. Am able to submit and approve expense reports especially when my clients are traveling. It offers a self-service setup with dedicated support making my job easier

Nachteile

Its customer service only favours large companies bt small businesses or self-employed like me we can only receive support through chat or mail. So it is challenging when something complex needs to change

Vorteile

As an accountant I really appreciate its expense mapping and the way it integrates with NetSuite. I like the workflow, the reports, and the automations that are included to flag any errors!

Nachteile

I don't have any complaints, I do feel that the use and cost ratio is not supportive for smaller companies but for high volume expenses this is an absolute MUST HAVE.

Vorteile

Mobile app and receipt tracking capabilities

Nachteile

Cost and reporting features. I wish there were more options to pull reports and show the detail of the receipts attached. Better linking with emailed receipts.

Vorteile

What I like most about Expencify is the receipt scanning feature, it allows me to extract the relevant information from each receipt just by scanning it with my phone.It also saves me a lot of time by categorizing my expenses for more complete tracking.It integrates with other accounting and expense platforms, which helps to maintain more complete control over what each employee or department spends.

Nachteile

It is a powerful and versatile expense management software that has no weak points, it works very well.

Vorteile

Ease of use, works well for my purposes, user friendly

Nachteile

Sometimes receipts dont auto attach when sent via email

Vorteile

Easy to use with a low learning curve. Simple UI. Expenses automatched well. Mobile app worked well.

Nachteile

Not much, it worked well and was very easy to use.

Vorteile

Expensify was easy to customize (both fields, and groups for employees), so we were able to use it for our exact needs and set up different parameters for different groups of employees. The mobile features are also very useful.

Nachteile

It would be helpful to be able to customize some of the automized report submissions, and customize various reminders to send out to employees.

Vorteile

- App functionality
- scanning and recognition
- quite smart in remembering your recurring expenses and vat attributions, etc
- time gained on all tasks: me on making the reports and finance to check and make my reimbursement

Nachteile

Need different profiles to use with separate setups for different countries (when frequently traveling different countries)

Vorteile

easy to use and upload receipts for my expenses. reminds me of when to submit my expense report

Nachteile

no cons, i enjoy using expensify and it's easy to use interface

Vorteile

I like that I can see past receipts and expenses. I also like the app.

Nachteile

There do seem to be some areas that require too many steps, in my opinion. For example, if I wanted to mark down that there were others at the dinner table, there are several extra steps that you need to go through.

Vorteile

Ease of importing receipts and expenses.

Nachteile

Some difficulty with setup in terms of approvers and various workstreams.