Expensify

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

The UI is so snappy and intuitive to use. Uploading receipts, finding what category to use, finding out if your expense is over budget--the UI tells you all exactly where you expect it.

Nachteile

This isn't inherent to the product itself, but I found customer support difficult to deal with. When I ran into a bug where the reports I had previously submitted disappeared, I had to wait a few days before they got back to me via email and their first question was basically "are you sure you had submitted them before?"

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

Expensify is what expense management should be - simple, fast, and effective at doing the job. It has tons of bells and whistles to improve the experience, including mobile support, automated scanning, and categorization. Adoption on the technology is also simple - chances is, it's much easier than whatever else you are currently using!

Nachteile

The only con comes in getting people to fully adopt the software, and that is due more to culture. Diligence in picking the right categories, submitting expenses on time, and submitting all expenses is just hard. Expensify does make the experience much easier with things like the mobile app and automatic scanning, but be prepared to reinforce your policies.