Expensify

Avantages

Le logiciel DExpensify est une solution pratique pour la gestion des dépenses professionnelles. Il permet de saisir facilement les reçus et les factures à partir d'un smartphone ou d'un ordinateur, et il peut également être intégré à des cartes de crédit et à des comptes bancaires pour simplifier encore plus le processus. Avec ses fonctionnalités avancées de catégorisation et de suivi des dépenses, il permet de gagner un temps précieux dans la gestion des finances de l'entreprise.

Inconvénients

L'un des inconvénients du logiciel DExpensify est que certains utilisateurs ont signalé des problèmes de synchronisation avec leur compte bancaire ou leur carte de crédit. Bien que cela puisse être un inconvénient mineur pour certains utilisateurs, il est important de noter que le logiciel est généralement fiable et facile à utiliser.

Avantages

We can easily track the record of expenses and find out particular person with whom those expenses are paid.Attachments are also very easily uploaded.

Inconvénients

Everything is amazing about product. One thing which i feel that is not good for product is anyone can see the expense on the portal u just need id and password.

Avantages

Expensify makes expense tracking effortless with its user-friendly interface and automatic receipt scanning. It’s a game-changer for both individuals and businesses looking to save time on managing finances. Highly recommended for anyone needing efficient expense reporting!

Inconvénients

The subscription cost is a little high for individuals or small teams who don't need many features.

Avantages

Nothing- it was a nightmare to try and use. Don't use it if you can avoid it.

Inconvénients

- they overcharged us multiple times
- the platform is designed to be confusing so they keep overcharging you for different features without telling you
- even closing the account is a nightmare

Avantages

Dishonest added services without permission, tripled price… ending all services , like the product serves the purpose if they were not scamming people

Inconvénients

Dishonest added service and tripled the price all I need and use is receipts they can see that after a year as a client

Avantages

Ease of use and ability to finally organise my receipts in time for the gestor. I didn’t have to presort them as they are saved and retrievable digitally by category or date or supplier. I liked that I could just email a bunch of receipts off at the same time to Expensify and they would upload all the receipts later ready for me to check and categorise and of course it remembers categories so you can save on time doing that too.

Inconvénients

If anything the time to upload a receipt manually could be improved. I wasn’t sure if I had done it correctly or not the first few times I tried and it sort of felt a bit clunky. This was from my iPhone XR though so not sure if it’s a better experience on android.

Alternatives envisagées 

Pourquoi choisir Expensify 

Pourquoi passer à Expensify

Avantages

Their technology looked good on the front end. Their app is very functional and user-friendly.

Inconvénients

The progress they made on product enhancements was slow

Avantages

It makes it very easy to reimburse my staff for their expenses.

Inconvénients

It can be a bit complicated when trying to upload receipts, but once you figure it out you will be fine.

Avantages

Expensify makes it easy to manage my expenses within the company. It's very fast to use and super user friendly!

Inconvénients

The smart scanner is a great idea, but unfortunately the performance isn't as good as the idea. I take less time filling my reports myself than using the smart scanner

Avantages

I like that Expensify automates the entire process of expense management through receipts capturing and expenses categorization.

Inconvénients

I have not had any bad experience with Expensify on my end.

Avantages

Great functionality for creating and tracking expense reports. Easy to use, very user friendly.

Inconvénients

All my experiences with Expensify have been positive.

Avantages

We loved this tool. It worked so well for our nonprofit. It integrated well with credit cards and payments.

Inconvénients

Two things completely turned me off of Expensify. THey started integrating DEI into their marketing. I remember coming to the site and they had splashed all over the screen BLM material. I dont need their progressive ideals of BLM or pride shoved at me. Just process receipts.

The second thing that turned me off was that I was no longer able to connect with my primary banks.

Alternatives envisagées 

Avantages

I've been using Expensify for many years now to keep track of my monthly expenses and get a full and proper report for our accountant. Expensify offers few but essential options, even with the free version. You upload receipts from your cellphone, get them scanned and their information automatically filled within Expensify. The reports are clear and complete. Overall, it does exactly what you would expect from such a tool.

Inconvénients

Some options are "hidden" and not easy to find in the first place, making the tool acting strangely. For example, last year, at some point, without doing anything on my part, my reports were automatically closed and sent to my manager before they were completed. I had to go and change the settings in a part of the options I've never used/seen before. After that, all was good though.

Avantages

In evaluating this solution, we liked the demonstrated functionality, relatively low cost, and credit card offering.

Inconvénients

The implementation experience has been terrible. The approach is not well organized. Early on we had problems "whitelisting" the Expensify ACH codes which we quickly rectified on our end, but it took Expensify nearly 10 days to restore related services. Then for some reason the integration with Xero stopped working in late March and one month later is has not been resolved. The only human we can speak with is our implementation coordinator which is frustrating because this is clearly a technical issue. I have asked on multiple occasions to speak with someone who can solve this issue only to be told that there is no one else I can speak with. Unacceptable.

Avantages

I like that I can see past receipts and expenses. I also like the app.

Inconvénients

There do seem to be some areas that require too many steps, in my opinion. For example, if I wanted to mark down that there were others at the dinner table, there are several extra steps that you need to go through.

Avantages

System was somewhat easy to use. The receipt scanning feature was also pretty cool.

Inconvénients

I have been a paying customer of Expensify since 2019, but I stopped using it in December 2021 to move to a solution that worked better for my company. I kept one seat open for over 18 months because I thought I needed to do that to maintain the data. Once I found out it was possible to go to a free account without losing my data, I went to go and process the downgrade. I was shocked to find that they charge an additional monthly fee no matter what time of the month you downgrade the account! In my case, I downgraded the day after I was billed. No proration, and later found out that there was no refund - despite their "Concierge" giving me instructions on how to process a refund - only to find out I wasn't actually eligible... but they still wouldn't make it right. Their "Concierge" has no accountability - you can't get in touch with leadership. They just don't care anymore.

Avantages

Super easy to use and user friendly, quick approval times.

Inconvénients

No complaints! I love using Expensify for expense tracking and reimbursement.

Avantages

easy to understand, the travel expenses are easy to submit once you understand you can copy repeating commutes

Inconvénients

for us the system works as expected, no downsides

Avantages

Email receipts to upload to Expensify is super convenient.

Inconvénients

Amex account activity import can be finicky.

Avantages

Mobile app allowing to immediately submit receipts and manage expenses is very easy to use.

Inconvénients

Integration with NetSuite was not easy to set up:

Avantages

Easy to use web based interface for uploading receipts and capturing expenses, clear d easy to follow reminders via email, ability to forward emailed receipts into expensify for automaticall uploading

Inconvénients

Smart receipts took some time to process and usually it ended up being better to just doit manually, there wasn't the ability like there is with some others (that I now like better) to automatically set a lot of the categories, nor to assign out virtual credit cards to members of my team. I also understand it was more expensive than the option our company has since switched to.

Avantages

It helps keep track of all my finances in one place instead of multiple folders, Google drives, etc.

Inconvénients

The inconsistencies of when an auto-receipt is generated.

Avantages

I just love that I can scan a receipt or upload a photo and have my expenses signed off before a work trip is even complete.

Inconvénients

Sometimes I get a little confused with the codes but that's more organisational issues than a reflection on the software itself.

Avantages

I liked how easy this system was to deploy. Our team was using it fairly flawlessly within about a week of adoption and that was a big win for us.

Inconvénients

Expensify works in all the ways that I want it to. I wish the system would send email reminders for people to review their spending because that would help us stay on top of it

Avantages

It makes it easy for me to submit receipts to come company that I can be reimbursed for.

Inconvénients

I had a hard time figuring out how to use it at first.