Resumo do Expensify

O que é o Expensify?

Expensify categorizes and codes each receipt, and automatically submits business expenses for approval and reimbursement. With robust features like corporate card reconciliation, multi-level approval workflows, and direct syncs with all major accounting softwares, Expensify saves time for businesses of all shapes and sizes.

Resumo do Expensify

Preços

A partir de
US$ 4,99/mês

Opções de preços

Teste Grátis
Gratuito
Assinatura
Relação qualidade/preço

For pricing details, visit: https://use.expensify.com/pricing

Individuals can use Expensify for free with up to 5 SmartScans per month.

There are also four paid options that include additional features such as unlimited SmartScans and direct integrations with accounting software.

1. Track plan for individuals and sole proprietors who want mileage and receipt tracking for tax returns, or personal expenses.
2. Submit plan for employees and small business owners who want to send receipts to managers or accountants – without the manual work.
3. Collect plan for anyone who needs automated receipt collection or reimbursement that simplifies accounting and bookkeeping.
4. Control plan for companies that need expense reporting, card management, approvals, and reimbursements.

Streamline your expense management workflow with a free trial!


Recursos do Expensify

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido, Austrália
Idiomas
Inglês

Mídias

Approve or reject expense reports via mobile
Categorize, tag and group expenses in a report
Categorize, tag and group expenses in a report
Captura de tela do Expensify: Approve or reject expense reports via mobile Captura de tela do Expensify: Categorize, tag and group expenses in a report Captura de tela do Expensify: Categorize, tag and group expenses in a report Captura de tela do Expensify:

Expensify - Avaliações

Expensify - Avaliações

Classificação geral
4,5
/
5
Excelente
483

Muito bom
201

Regular
44

Ruim
20

Péssimo
16

Relação qualidade/preço
4,3
Recursos
4,4
Praticidade
4,4
Suporte ao cliente
4,1
90% dos usuários recomendam este app
Jeff S.

Awesome software!

Overall, it has been very pleasant. The staff reply to email questions quickly and work hard when there are errors.


Traduzir com Google
Nate P.

Expensify Expense Tracking

I originally used this software because it was the most straight forward "fool proof" software that allowed me to manage and track several employees travel expenses and business mileage and keeping it as simple as possible for the employees. By implementing this software into our expense tracking, our employee's no longer have to worry about paperwork and keeping track of physical receipts so long as they take a picture of it in Expensify.


Traduzir com Google
Laura R.

Smoothest expense reporting software ever

Overall, everything has been good with Expensify down to the coding for my purposes. Users like that it literally creates a report they get paid for almost immediately without them having to nag accounting. It's a win win for everyone and well worth the cost per user.


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Avaliador Verificado

Expensify overcharges for their "Corporate" platform and becomes useless once your bank feed...

Was ok and saved time, before it broke.


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Avaliador Verificado

Super Easy to Use but Wish Quickbooks Integration Was Better

Use it to capture all expenses among our team. Works great on business trips. No more receipts stuffed into a suitcase on the way home. Does a good job of importing chart of accounts from Quickbooks. Easy to set rules (i.e. must have receipt for expenses above $25). Helpful having 4 options to add new expense - photo, email to [email protected], upload receipt file, manually create. Great digital record capturing photos of all receipts. Nice to only pay per active user per month.


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Jeff S.
Setor: Instituições religiosas
Porte da empresa: 51-200 funcionários
Traduzido para o Português
Traduzido para o Português

Awesome software!

Usado Semanal durante Mais de um ano
Avaliado em 19/10/2019
Fonte da avaliação: Capterra

Overall, it has been very pleasant. The staff reply to email questions quickly and work hard when there are errors.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Nate P.
Setor: Serviços jurídicos
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Expensify Expense Tracking

Usado Diariamente durante Mais de dois anos
Avaliado em 14/08/2019
Fonte da avaliação: Capterra

I originally used this software because it was the most straight forward "fool proof" software that allowed me to manage and track several employees travel expenses and business mileage and keeping it as simple as possible for the employees. By implementing this software into our expense tracking, our employee's no longer have to worry about paperwork and keeping track of physical receipts so long as they take a picture of it in Expensify.

Vantagens

The feature that won me over is the softwares ability to extract the necessary relevant information from a picture of the receipt and its reliability to accurately create an expense entry automatically. The other feature that really stands out is the dedicated email address you have to send receipts to the app. This feature is great because of rules i have established in outlook so that any "receipts" from certain companies automatically gets forwarded to my Expensify account.

Desvantagens

Occasionally, when I was trying to submit a few large reports the app would freeze up on me. Otherwise I cannot think of any negative experiences I have had with Expensify.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade

Probabilidade de recomendação: 9.0/10

Laura R.
Setor: Gestão de investimentos
Porte da empresa: 11-50 funcionários
Traduzido para o Português
Traduzido para o Português

Smoothest expense reporting software ever

Usado Diariamente durante Mais de dois anos
Avaliado em 18/08/2020
Fonte da avaliação: Capterra

Overall, everything has been good with Expensify down to the coding for my purposes. Users like that it literally creates a report they get paid for almost immediately without them having to nag accounting. It's a win win for everyone and well worth the cost per user.

Vantagens

The ease of use for our employees is great and very intuitive. I can make changes on the fly to reports if another user doesn't have it quite right for accounting purposes. It categorizes everything including mileage right where it should be.

Desvantagens

Integration with our accounting software would probably be very easy if I could get higher ups to agree (They worry it might not flow correctly). I do have to take some manual steps to make that happen - otherwise there is nothing I want to add to the Con List.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Avaliador Verificado
Traduzido para o Português
Traduzido para o Português

Expensify overcharges for their "Corporate" platform and becomes useless once your bank feed breaks.

Usado Diariamente durante 6 a 12 meses
Avaliado em 31/01/2018
Fonte da avaliação: Capterra

Was ok and saved time, before it broke.

Vantagens

Ease of launch, mobile app works decently well. Onboarding support was decent, but sadly short-lived. They still offer monthly pricing. If you're tempted to try their Corporate or higher plan, DO NOT sign on to their annual pricing plan, see below for why.

Desvantagens

Google "expensify known issues". Review the list of the corporate cards that they don't support. Be aware that they are not disclosing the many other corporate cards that their platform doesn't support.
If you're lucky enough to use one of the corporate cards that they are currently supporting, be aware that their connection to your bank feed can break at any time. Generally, this will happen after your promotional period has ended and after your onboarding support contact has moved on.
Once the bank feed breaks you're left with only chat support, which will take an average of 12 hours or more to respond to you.
When chat support responds, it's clear that they are pasting from support scripts that have no relevance to your situation. Most responses will assume you're on a Team plan, and initially offer troubleshooting steps aimed at those clients. You'll have to explain that you're a Corporate client.
Once you explain this, you'll wait another 12 hours for a response from someone who hasn't read the prior communication chain and you'll have to explain yourself again. this sort of back-and-forth goes on for some time.
Eventually you'll get them to admit that the only work-around for a broken corporate card bank feed is a manual CSV import through each individual's account.
Don't expect any meaningful response or acknowledgement if you bother to question the fees you're paying for broken corporate access. They will not listen and will not offer any discount or refund.

Traduzido para o Português

Resposta do Expensify

Hi there, thank you for leaving your feedback! I apologize for the issues you've run into but definitely want to clarify a few things:

Re: corporate card connections. Bank connections may break for any variety of reasons, including (but is not limited to) bank maintenance, connection issues, changes in usernames/passwords, and more. Unfortunately most of these are out of our hands, but we do keep an updated list of known issues here: https://docs.expensify.com/setup-for-submitters/advanced-configuration-for-submitters/bank-import-faqs-and-known-issues.

Re help responses. We definitely don't want to have you waiting 12 hours for a response and it doesn't help that there are a lot more help requests coming in at the end/beginning of a month around billing time. I've let the team know of your concerns and will continue to improve on our response times, especially during busy periods.

Thanks for bringing these issues to our attention!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 1.0/10

Avaliador Verificado
Setor: Construção
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Super Easy to Use but Wish Quickbooks Integration Was Better

Usado Mensal durante Mais de dois anos
Avaliado em 21/08/2020
Fonte da avaliação: Capterra

Use it to capture all expenses among our team. Works great on business trips. No more receipts stuffed into a suitcase on the way home. Does a good job of importing chart of accounts from Quickbooks. Easy to set rules (i.e. must have receipt for expenses above $25). Helpful having 4 options to add new expense - photo, email to [email protected], upload receipt file, manually create. Great digital record capturing photos of all receipts. Nice to only pay per active user per month.

Vantagens

This is a great tool to capture your expenses. The interface is super easy to use--just taking a picture of a receipt and letting the tool fill in the necessary information.

Desvantagens

Haven't been able to get the online version of Quickbooks to integrate with this, so our accountant still manually enters / uploads the expense report info every month

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Recomendação do usuário
8,4/10
Baseado em 764 usuários
Compare as alternativas por recomendação dos usuários
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Preço do Expensify

Preço do Expensify

A partir de
US$ 4,99/mês
Teste Grátis
Gratuito
Assinatura
Relação qualidade/preço

For pricing details, visit: https://use.expensify.com/pricing

Individuals can use Expensify for free with up to 5 SmartScans per month.

There are also four paid options that include additional features such as unlimited SmartScans and direct integrations with accounting software.

1. Track plan for individuals and sole proprietors who want mileage and receipt tracking for tax returns, or personal expenses.
2. Submit plan for employees and small business owners who want to send receipts to managers or accountants – without the manual work.
3. Collect plan for anyone who needs automated receipt collection or reimbursement that simplifies accounting and bookkeeping.
4. Control plan for companies that need expense reporting, card management, approvals, and reimbursements.

Streamline your expense management workflow with a free trial!

For pricing details, visit: https://use.expensify.com/pricing

Individuals can use Expensify for free with up to 5 SmartScans per month.

There are also four paid options that include additional features such as unlimited SmartScans and direct integrations with accounting software.

1. Track plan for individuals and sole proprietors who want mileage and receipt tracking for tax returns, or personal expenses.
2. Submit plan for employees and small business owners who want to send receipts to managers or accountants – without the manual work.
3. Collect plan for anyone who needs automated receipt collection or reimbursement that simplifies accounting and bookkeeping.
4. Control plan for companies that need expense reporting, card management, approvals, and reimbursements.

Streamline your expense management workflow with a free trial!

Relação qualidade/preço
4,3/5
Baseado em 764 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do Expensify

Recursos do Expensify

API
Análise financeira
Cobrança e faturamento
Controle de despesas
Criação de relatórios personalizável
Dados em tempo real
Gerenciamento de faturas
Gestão da contabilidade
Gestão de conformidade
Gestão do fluxo de trabalho
Importação/exportação de dados
Integração da contabilidade
Integração de terceiros
Múltiplas moedas
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Processamento de faturas
Registro de auditoria
Relatórios e estatística
Recursos
4,4/5
Baseado em 764 usuários
Compare as alternativas por avaliações dos recursos
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Categorias

Mais informações sobre Expensify

Mais informações sobre Expensify

Principais recursos do Expensify

  • Account reconciliation
  • Accounting integration
  • Accounting management
  • Advanced policy enforcement
  • Advanced tax tracking
  • Android, iPhone, Blackberry, & Windows Phone apps
  • Approval process control
  • Auditor access control
  • Auto-reimbursement with direct deposit & PayPal
  • Automated expense input
  • Automated reporting & submitting
  • Billing & invoicing
  • Categorization
  • Compliance management
  • Corporate card reconciliation
  • Corporate card support
  • Credit card and bank import
  • Credit card integration
  • Custom business logic
  • Custom fields
  • Data import
  • Data import/export
  • Duplicate expense detection
  • ERP Integration
  • Electronic Payments
  • Expense Tracking
  • Expense claims
  • Export to major accounting packages
  • Flexible travel integrations
  • Fraud detection
  • GL code mapping
  • Inbox & guided review
  • Mileage tracking
  • Mobile Alerts
  • Mobile Integration
  • Multi-currnecy
  • Multi-level tagging
  • OCR receipt scanning
  • Offline mode
  • One click export
  • PCI compliance
  • Permission management
  • Project accounting
  • QuickBooks integration
  • Real time expense reports
  • Real time travel notifications
  • Receipt management
  • Reimbursement management
  • Role management
  • SAML SSO
  • Scheduled Reporting
  • Search Functionality
  • Third party integration
  • Time entry
  • Travel Management

Vantagens

  • Track and submit receipts and expenses
  • Next-day direct deposit reimbursement
  • Mileage and GPS tracking
  • Automatic credit card import
  • Works with receipts in any currency
  • Corporate card reconciliation
  • Candidate reimbursement
  • Per diem functionality
  • Accounting integrations (QuickBooks, Xero, NetSuite, Intacct, and more!)

  • Perguntas frequentes sobre o Expensify

    Perguntas frequentes sobre o Expensify

    Abaixo estão algumas perguntas frequentes sobre o Expensify.

    P: Que tipo de planos o Expensify oferece?

    O Expensify oferece os seguintes planos de pagamento:

    A partir de: US$ 4,99/mês

    Modelo de preços: Gratuito, Assinatura

    Teste Grátis: Disponível

    For pricing details, visit: https://use.expensify.com/pricing Individuals can use Expensify for free with up to 5 SmartScans per month. There are also four paid options that include additional features such as unlimited SmartScans and direct integrations with accounting software. 1. Track plan for individuals and sole proprietors who want mileage and receipt tracking for tax returns, or personal expenses. 2. Submit plan for employees and small business owners who want to send receipts to managers or accountants – without the manual work. 3. Collect plan for anyone who needs automated receipt collection or reimbursement that simplifies accounting and bookkeeping. 4. Control plan for companies that need expense reporting, card management, approvals, and reimbursements. Streamline your expense management workflow with a free trial!

    P: Quais são os principais recursos do Expensify?

    O Expensify oferece os seguintes recursos:

    • Account reconciliation
    • Accounting integration
    • Accounting management
    • Advanced policy enforcement
    • Advanced tax tracking
    • Android, iPhone, Blackberry, & Windows Phone apps
    • Approval process control
    • Auditor access control
    • Auto-reimbursement with direct deposit & PayPal
    • Automated expense input
    • Automated reporting & submitting
    • Billing & invoicing
    • Categorization
    • Compliance management
    • Corporate card reconciliation
    • Corporate card support
    • Credit card and bank import
    • Credit card integration
    • Custom business logic
    • Custom fields
    • Data import
    • Data import/export
    • Duplicate expense detection
    • ERP Integration
    • Electronic Payments
    • Expense Tracking
    • Expense claims
    • Export to major accounting packages
    • Flexible travel integrations
    • Fraud detection
    • GL code mapping
    • Inbox & guided review
    • Mileage tracking
    • Mobile Alerts
    • Mobile Integration
    • Multi-currnecy
    • Multi-level tagging
    • OCR receipt scanning
    • Offline mode
    • One click export
    • PCI compliance
    • Permission management
    • Project accounting
    • QuickBooks integration
    • Real time expense reports
    • Real time travel notifications
    • Receipt management
    • Reimbursement management
    • Role management
    • SAML SSO
    • Scheduled Reporting
    • Search Functionality
    • Third party integration
    • Time entry
    • Travel Management

    P: Quem costuma usar o Expensify?

    Os clientes habituais do Expensify são:

    Pequenas empresas, Grandes empresas, Administrações públicas, Sem fins lucrativos, Autônomos, Empresas de médio porte

    P: Em que idioma o Expensify está?

    O Expensify está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o Expensify oferece?

    O Expensify tem os seguintes planos de preços:

    Gratuito, Assinatura

    P: O Expensify é compatível com disponíveis móveis?

    O Expensify é compatível com os seguintes dispositivos:

    Android, iPhone, iPad

    P: O Expensify se integra com quais outros aplicativos?

    O Expensify se integra com os seguintes aplicativos:

    Bitium, Clearlogin, Mavenlink, NetSuite, Sage Intacct, Salesforce Sales Cloud, Stripe, TSheets, Workato, Xero

    P: Que nível de suporte o Expensify oferece?

    O Expensify oferece as seguintes opções de suporte:

    FAQs, Base de conhecimento, Suporte online, Tutoriais em vídeo, Fórum