Expensify

 

Key Features:

  • SmartScan receipts: Simply take a picture of a physical receipt or forward emailed receipts to receipts@expensify.com and Expensify will read the merchant, date, currency, amount and will create a line item for that expense that can be coded via our direct integration with Xero.
  • ​Company card reconciliation: Confirm statement amounts, review unsubmitted expenses, and manage corporate spending, all in our receipt management app.
  • Multi-level approval workflows: Create approval workflows to fit your company’s structure and customize your expense policy rules to flag expenses that need a manager’s review.
  • Advanced tax tracking: Sync tax rates from your accounting package or set custom tax names, rates, codes, and defaults for every expense policy.
  • Audit and compliance: Detect duplicate receipts automatically, ensure accurate exchange rates, and confirm the validity of each transaction.

Integrations:

Expensify integrates with the travel, ERP, accounting, and finance software that powers your business. A full list of integrations can be found. 


Contact Details: sales@expensify.com
Website: www.expensify.com www.use.expensify.com www.community.expensify.com
 

 

Expensify Software Showcase

Join Monte Barnard as he discusses and demos the features of the Surf Accounts Production software.

  • Smart Scan
  • Xero/QBO Integration
  • Reconciliation Dashboard
  • Q&A

Useful links

Useful links

Click below for a free demonstration of the Expensify software in action.

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Download documents

Download documents

Click below for a practical guide to preaccounting.

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