Expensify

Vorteile

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.

Nachteile

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.

Vorteile

While it's easy to use Expensify on your desktop and drag and drop e-receipts into it, it's also very mobile-friendly. For paper receipts, I always use the app to photograph my receipt. The process is pretty intuitive and easy to learn.

Nachteile

Expensify allows users to create "rules" that prefill some expense details based on conditions you set. This could be built out a little more. For instance, why do I need to select what card was used for a purchase if the expense automatically ported in from my credit card activity?

Vorteile

easy to track expense
connects with stripe to invoice
easy to mark paid

Nachteile

when a problem happens customer service does not exist
problems can last over 1 month
no credit for the system not working
they want customers to fix issues that are their problem
no managers in the company

Vorteile

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.

Nachteile

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.

Vorteile

This product has been wonderful for our organization. It is simple to use and very user friendly. It has made expense reimbursement simple for our organization.

Nachteile

I can't think of anything that is a big CON. It takes a bit to figure out how to fully use it but once you figure it out it is really helpful.