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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
Title: CFO
Company:
(CFO, ) |

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

Michael Jameson
Title: VP Finance
Company: Undisclosed
(VP Finance, Undisclosed) |

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?

Thomas Testa
Title: CFO
Company:
(CFO, ) |

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

Robert Honeyman
Title: CFO
Company: Advanced Predictive Analytics
(CFO, Advanced Predictive Analytics) |

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.

Tom Kelly
Title: Managing Director
Company: T > Edward, Inc.
(Managing Director, T > Edward, Inc.) |

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

Bryan Frey
Title: VP Finance/Corp Controller
Company:
(VP Finance/Corp Controller, ) |

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.

Topic Expert
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO, SBAConsulting.com) |

Update to this Q.

Expensify has been adding features that make it extremely suited to a single person to mid-size and large corporate environment.

From limiting classifications (tied to G/L accounts) to seamless integration with a wide range of accounting systems, Expensify makes tracking expenses easy.

Plus they've added Time & Billing, Invoicing and other attributes.

Worth taking another look at.

Topic Expert
Edward Abbati
Title: Vice President of Finance
Company: Location Labs
LinkedIn Profile
(Vice President of Finance, Location Labs) |

I use Expensify for a 12 person operation and it works great. I use it in conjunction with Bill.com to pay all of our bills. The users love it and it make my life real simple.

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