Expensify

Expensify

Automated expense management

4.4/5 (599 avaliações)

Resumo do Expensify

Expensify can categorize and code each receipt, and can even automatically submit 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.

Preços

A partir de
US$ 5,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Austrália, Canadá, Europa, Reino Unido, Estados Unidos

Idiomas

Inglês

Expensify - Avaliações

Classificação geral
4.4/5
89% avaliações positivas
365
Excelente
167
Muito bom
37
Média
19
Ruim
11
Péssimo
Isaac K.
Traduzir com Google

Great Expense Report Software for Small Enterprise

Usado Diariamente durante Mais de dois anos
Avaliado em 01/02/2017
Fonte da avaliação: Capterra

I used this software extensively in a previous position, both as administrator and user. For a small organization, this is an excellent expense reporting software product which will easily allow you to go 100% paperless. All receipts are uploaded digitally and you can take photos of receipts on your phone and upload them onto the app (which is a great app). Once submitted, the routing is very nice and you can track the progress and make modifications if it is kicked back to you. The implementation was very smooth and we were able to incorporate everything we needed, including our chart of accounts, into this product. All of our employees loved it and it is especially useful for organizations who either have a lot of people traveling or who have employees in geographically dispersed locations. We had employees living in very remote parts of the world and they were able to capture all of their expenses and submit reports from anywhere as long as they had an internet connection. The product integrates very well with all of the major credit cards so no issue there. I don't think this product will integrate with your accounting package but I don't think you would expect that from a product of this nature or price range. Expensify is hosted on the cloud so no worries about installation and the implementation process went very smoothly for us. Their customer service wasn't spectacular but this product type and cost is such that someone in house should be able to manage everything and you wouldn't likely need to contact them for anything. The product is priced on a PUPM basis and the rate is very reasonable. I highly recommend this product to any company that doesn't already have an expense reporting feature as part of some larger ERM product. You will not be disappointed!!

Vantagens

Ease of use and implementation, low monthly cost which can be scaled as you add or remove users, completely paperless system and ability to take photos on your phone and upload them to the app, and ease of routing and tracking.

Desvantagens

You will not get a lot of customer support and it doesn't integrate well into other applications. I don't think you would expect this of a product at this price though.

Resposta do Expensify

Thank you for the thorough review, Isaac! Apologies to hear our support is not as fast as you'd like, this is something we're heavily investing our resources on and you should see faster response times soon!

In terms of integration, please let us know at [email protected] if you're looking for something in particular. For a full list of our current integrations (including QBO, QBD, Xero, etc), check out https://use.expensify.com/all-integrations/.

Have a great day, and thank you again for leaving us a kind review! We're so glad we're making expenses easier for you and your team!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10
Jany C.
Traduzir com Google

I love Expensify!

Usado Diariamente durante Mais de dois anos
Avaliado em 16/05/2018
Fonte da avaliação: Capterra

Save tons of time for reviewing, approving and reimbursing to employees.

Vantagens

It saves employees a lot of time and hassle on doing the paper work including keeping the receipts. Employees only need to take a picture of the receipt and submit with their phone. It is easy and timely. If expenses are not submitted immediately, at least the scanned receipts are kept in Expensify for employees to submit anytime later. With the feature of the scanned receipts, no more keeping the stack of paper receipts!

Desvantagens

Syncing Expensify with accounting software (Xero) in order to get a complete and updated customer list is not 100% there yet. A lot of times, we couldn't submit an expense marking billable because the customer is not available in the drop down window in Expensify. This requires accountants like us to do extra work in accounting software (Xero) to fix the entry.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Amy H.
Traduzir com Google

I WOULD NOT FUNCTION WITH OUT THIS APP!!!

Usado Diariamente durante Mais de um ano
Avaliado em 15/08/2017
Fonte da avaliação: Capterra

My life is easier, I don't have to hang on to receipts that lose their ink. And it automates everything. I love it!

Vantagens

My favorite function of this app is that I simply take a photo of my receipt and it inputs EVERYTHING. It inputs the name of the place the receipt is from, the amount of money, and the date on the receipt. It's so simple! It even transfers my receipts from British pounds to US dollars automatically for me when I'm traveling. Or Canadian, or any other country I'm in. It does the conversion for me. Everything is automated. My life is so much easier, and I don't have to carry any receipts around with me. The other favorite thing is that once I'm ready to send a report in, it can be for the month, or a specific trip, or what ever, it emails the entire report broken down into categories for me in a PDF file with the receipt photos attached in the PDF. BOOM!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Stefanos S.
Traduzir com Google

Reliable and rewarding!

Usado Diariamente durante Mais de um ano
Avaliado em 11/10/2017
Fonte da avaliação: Capterra

- Expense tidying up
- Categorize according to projects, events etc.
- Everything centralized
- Ability to handle expenses with other team members

Vantagens

We have been using Expensify for over a year now and I can say that it we have been pleased more or less. I really like the fact that you are given the ability to manage your expense and categorize according to how detailed you really need it.

In addition, the joint report of all expenses is neat and easy to manipulate. I would say that it is quite user friendly once you get familiar with it (you do need a few times to use it in order to get a full handle on it). The app is a strong point as well.

Desvantagens

Nothing too bad about it. Sometimes it cannot process as quickly as I desire especially when uploading pdf files. Subsequently I have had to log out and log in again to reset it in a sense.

Other than that I would say it is a rather solid service.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10
Elizabeth B.
Traduzir com Google

I've used Expensify as an administrator and user and have benefitted greatly in both aspects!

Usado Semanal durante Mais de dois anos
Avaliado em 10/01/2018
Fonte da avaliação: Capterra

Vantagens

I find that as a user, the interface is very user friendly and easy to use. I can simply upload receipts and add comments to my expenses. I find it is also easy as an administrator to reject expenses and add comments as to why they were rejected. So easy to use!

Desvantagens

The only thing that is hard is that a report won't allow me to add an expense to it in the app. The expense needs to be added first before it can be added to the report, which is hard. Also, it would be nice to make expenses for distance in the app. Perhaps I am able but just don't know how. If so, it could be helpful to make this feature easier to use.

Resposta do Expensify

Hi Elizabeth, thank you for your kind review! We are so happy that we are helping making your job easier, both as an admin and an end user :)

In regards to distance expenses, you can definitely create this via mobile if you click the (+) button located in the top right corner of the mobile app on the Expenses or Inbox tab.

To add an expense to a report on the app, simply click into a report and you should be directed to a window with a (+) button in the top right corner. Click that to add a new expense to the report.

Hope this helps, thanks again for using Expensify!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10

Preço do Expensify

A partir de
US$ 5,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

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

  • API
  • Cobrança e faturamento
  • Controle de despesas
  • Gestão da contabilidade
  • Gestão de conformidade
  • Importação/exportação de dados
  • Integração da contabilidade
  • Integração de terceiros
  • Múltiplas moedas
  • Notificações automáticas
  • Pagamentos eletrônicos
  • Relatórios e estatística

  • Análise financeira
  • Criação de relatórios personalizável
  • Dados em tempo real
  • Gerenciamento de faturas
  • Gestão do fluxo de trabalho
  • Painel de atividades
  • Processamento de faturas
  • Recebimento

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

    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$ 5,00/mês

    Modelo de preços: Gratuito, Assinatura

    Avaliação gratuita: Disponível

    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:

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

    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