Has anyone used Expensify for T&E tracking and reporting?

Michael Jameson's Profile

My company is looking for a scalable expense tracking system. I just read about Expensify https://www.expensify.com/ and it looks good. Does anyone have experience with them or other Cloud-based solutions for tracking and managing employee T&E? It looks like it's free. Any chatch or gotchas? Happy with how it works, etc? Thank you.

Answers

Thomas Testa's Profile

No experience with expensify but we implemented Certify - www.certify.com - implementation went smoothly. We are very happy with the solution. Very responsive support from the vendor. We have 200+ users on the system

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Michael Jameson's Profile

May I ask what system you integrated Certify with? Was that available natively via Certify or did you have to run a PS project with them or a third party?

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Thomas Testa's Profile

We integrated Certify with SAP - no project needed. Certify provides for fairly straightforward data exchange with most systems without the need for customization

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Robert Honeyman's Profile

I would not recommend it unless you have a large number of people using the expense reporting system. The design seemed unwieldy, built on a difficult data structure. But for companies with 100 or more users, it's a pretty good system, able to integrate with any SQL package.

I just took a look at expensify. It looks quite nice for a small company. It's main limitation is QB, but for most, that's not a problem. I may consider using this app for one of my startups.

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David Barrett's Profile

Hi Robert, thanks for mentioning us! Not to be too salesy, but our QuickBooks export is generally regarded as best-of-class -- it supports QuickBooks Online, desktop, Intuit Workplace, and pretty much every API available. It's pretty flexible such that it works with cash, accrual, or pretty much however you've configured your company file. We automate everything right up to the printing of the paper check, or even automate the check using our integrated direct deposit reimbursement (free of charge).

Did you have a negative experience with it (and if so, please let me know! dbarrettatexpensify [dot] com) or do you mean a limitation is that we *only* integrate with QuickBooks?

If the latter, I should highlight our CSV export -- it's pretty flexible and allows exporting to Sage and other systems. Again, contact me for more details.

As for Concur, I think it's probably the top package for the over-1000 employee market. Expensify is purpose built for the sub-100 employee market, and between 100-1000 employees either us or Concur work reasonably well. We're gradually moving up-market, they're gradually coming down-market, and we're meeting more and more often in between.

Please let me know if I can help or clarify in any way. Thanks!

-david
Founder and CEO of Expensify ("expense reports that don't suck!")
Visit us at http://expensify.com
Follow us at http://twitter.com/expensify

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Tom Kelly's Profile

In addition to Concur I have used ExpenseCloud. Users loved the mobile features.

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Bryan Frey's Profile

We use Expensify. 13 employees and Quickbooks. It works very well for us. I just have all emps set up to send their reports to their manager and once approved they get sent to me. We pull into QB (easy) and we pay via our payroll system (online, but not integrated with Expensify). It is an easy system to use and our employees actually use it - which is how I judge real-world ease-of-use. So I would recommend for SMBs based on our direct experience.

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