Expensify Reviews

Expensify my chaos

Comments: Overall it is a great fit for small businesses that use it to scan and save expenses while giving a good reporting tool so you can review your spend. I would recommend it for owner managers or small teams that also have a gestor or just to streamline your administrative accounting or bookkeeping experience. Oh and it integrates with other programs too.

Pros:

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.

Cons:

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.

This software is the best in its category.

Pros:

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.

Cons:

So far no complaints and it serves the purpose.

Great platform

Comments: Overall experience was really good. I would recommend this product.

Pros:

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

Cons:

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

Attention

Cons:

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.

Powerful Tool with a Couple Hiccups

Pros:

ease of use, ease of deployment, ease of account management

Cons:

xero integration is almost non existent even though its a "feature", customer service's main resolutions are uninstall/reinstall

Good Tool. Gone Woke

Comments: Loved this product until it went woke. I wish they would just process receipts rather than push agendas.

Pros:

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

Cons:

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.

Perfect expense management tool

Comments: The user interface is very intuitive to use and allows me to track and generate expenses with ease and saves me a lot of time.

Pros:

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

Cons:

Sometimes scanning takes a bit longer than expected.

Perfect Tool to track expenses

Comments: Expensify is the right tool if you want a simple yet effective tool to keep a trace of your expenses and receipts. It's very useful for professional and personal use.

Pros:

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.

Cons:

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.

Great mobile solution for all users

Pros:

Mobile app and receipt tracking capabilities

Cons:

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.

Terrible Implemention Experience

Comments: Terrible implementation experience: Expensify is not taking ownership of an incomplete implementation. Iam writing this poor review out of exasperation with their poor customer support.

Pros:

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

Cons:

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.

Great way to manage employee expenses!

Comments: Overall great. Virtual card does not work with our company so we are using another software to integrate that with.

Pros:

User friendly and I like that it is streamlined way to input expenses and review.

Cons:

The app isn't as user friendly, the app can import invoices better

Simplifies a painful process

Pros:

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.

Cons:

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.

Overcomplicated setup

Comments: Necessary evil at the moment. The accounting integrates well with Sage Intacct. Painful to set up new accounts, add new cards, etc.

Pros:

Accounting system integration is pretty simple to set up.

Cons:

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.

Can't compete with new kids on the block

Comments: It just doesn't compete with new expense reporting systems that have awesome new features, are free, and have great UX.

Pros:

Not much now that I found an alternative expense reporting system for my company. Expensify was great when there was little other competition. The price was more reasonable than others. The receipt matching was decent, and it was awesome to have it integrated with Quickbooks to reduce financial admin.

Cons:

It is very clunky and slow. It would take forever to pull reports, make changes, or create pdfs. It is also expensive in comparison to new kids on the block that are more feature rich with advanced technology that are free.

Good enough large expenses software

Pros:

Expensify makes it pretty easy to manage expenses, especially in larger companies. It integrates well with other software and is self-explanatory for people to use.

Cons:

It doesn't have the nicest interface and some of the features could be streamlined. It's not as delightful to use as other competitors, like Pleo.

Ideal expense management platform

Comments: Highly recommend using Expensify 10/10

Pros:

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

Cons:

Everything with Expensify works really well.

Decent expense tracking and receipting solution

Comments: Overall, it's been a good experience, coming from a largely monotonous and paper pushing way of uploading and creating receipts. However, we do expect further customization and improvement of the platform given the investment made into it

Pros:

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

Cons:

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

Expense ready!

Pros:

Easilly process transactions and report on it.

Cons:

Lots out tools hidden and hard to navigate.

Easy to Use Expense Management Software

Comments: Our overall experience with Expensify has been very good. Admins, employees, approvers/managers and payroll find it very user friendly and a simplified way of submitting, approving and managing employee expense reimbursements. I would recommend this software for any company looking to streamline their process.

Pros:

Expensify is a very user friendly expense management software. It was very easy to set up and add our categories and GLs for each department as well as the manager approval routing for each employee. Our employees find it very easy to submit their eligible work expenses and receipts and it's super easy for our managers to review and approve within seconds. I would highly recommend Expensify for expense reimbursement management software.

Cons:

It was a bit confusing at first to figure out how to change the numerical report name to the expense topic/subject, but it is editable as needed.

Expensify in vet med

Comments: Expensify has been much easier to help keep track of monthly expenses and has a clean, uncomplicated interface.

Pros:

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

Cons:

The inconsistencies of when an auto-receipt is generated.

Thomas's Review

Pros:

It's an easy to use product, that's inexpensive, and is great for expense submission, and management.

Cons:

Needs scalability to larger businesses to use and a business wide expense management tool.

Love the app

Comments: I use Expensify daily to upload my receipts and it manages my expense report.

Pros:

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

Cons:

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

We love it, helped to control the team expenses a loooot.

Pros:

Before using expensify, it was crazy to get all the expenses from commercials.

Cons:

if we could integrate directly to the erp it would be even more perfect, but with the excel it is good too.

Nonexistent Customer Service + Spam

Comments: I will never recommend a company that plays politics with our data.

Pros:

I used it and recommended it for years.

Cons:

Without our approval or permission, the [sensitive content hidden] of Expensify emailed political ramblings to our entire user base. This is not a liberal or conservative issue with me - it is one of trust that our data will be kept secure. We then cancelled our account and our users continue to receive solicitations from Expensify and despite request they refuse to stop.

Quick & Easy Expense Tracker

Pros:

Expensify has made it incredibly easy for my org to track and manage expenses. Once company credit cards are linked, it shows up in in individual profiles with an easy way to code and add receipts in. Managers can review and approve expenses from other staff and the list of built in vendors is long. It's been such an improvement and time saver from the PDF submission we used before.

Cons:

At times, there are file size caps on uploads.