Expensify
Expensify
0 reviews
WH Score
6.9

Top Expensify Features

What are the Best Expensify Features?

Expensify is a robust expense management tool renowned for its features aimed at streamlining and automating expense tracking and reporting.

Receipt Capture

A standout capability is its receipt scanning and uploading functionality. Users can effortlessly capture receipts via their mobile devices, with Expensify autonomously extracting pertinent information to generate expense reports. This eradicates manual data entry, enhancing efficiency and minimizing errors.

Integrations

Another feature lies in its integration with esteemed accounting software like QuickBooks, Xero, and NetSuite. This seamless synchronization of expense data facilitates smoother expense management and reconciliation for finance teams.

Customizable Workflows

Expensify further offers customizable workflows, empowering organizations to delineate their approval processes and spending thresholds. This ensures expenses undergo review and approval by pertinent personnel, mitigating unauthorized spending risks.

Expense Cards

Expensify provides both virtual and physical cards, affording employees the ability to make purchases while upholding adherence to company spending policies. This simplifies expense management and strengthens control over corporate expenditures.


Expense Management

  • Expense Allocation
  • Scan & Upload Receipts
  • Approve/Reject Fund Requests
  • Spend Limits
  • Per Diem Rates
  • Reimbursement Management
  • Itinerary Management

Payment Options

  • Physical Cards
  • Virtual Cards

Accounting Features

  • Invoicing & Billing
  • Reconciliations

Reporting & Analytics

  • Expense Tracking
  • Mileage Tracking
  • Trend Reports

Tax Management

  • Tax Calculation & Filing

Workflow Automation

  • Single-Level Approval Workflows
  • Multi-Level Approval Workflows
  • Spending Rules

Customizable Items

  • Custom Workflows
  • Custom Reports

Systems/Administrative

  • Policy Management

Identity and Access Management (IAM)

  • Role Based Access Control (RBAC)

Third-Party Integrations

  • NetSuite
  • Sage
  • Lyft
  • Grab
  • Bolt
  • Kayak
  • Dynamics 365
  • QuickBooks
  • Xero

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