Avis clients sur 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

A great solution to keep all my expense reports in one place, with a great option to attach PDFs of receipts and/or images of receipts. Expensify can pull data directly from my credit card statements and that feature alone saves a lot of time of manual entering numbers and vendors.

Inconvénients

It can get a little too much to configure in the beginning and navigating down to expense categories is not the easiest to do - it takes time to find things around that I could customize but once these are all in place, using Expensify is fairly easy. Expensify creates automatic names for your reports - make sure you change them to something that makes sense to you and your accountants or everyone will wonder what Expense Report 234902u5435242ewd is for.

Avantages

Expensify has a great UI for users and is a very easy system to manage. It's easy and fast to submit and approve expense reports, including when staff are traveling. Expensify is so much simpler than some of the other expense management software (e.g. Concur). Some Finance Teams seem to think that going with a more complex software. However, I've found that while Expensify does not have as many "lock down" features as other software, allows us to easily manage expenses and move things forward quickly. When you balance administrative features and user UI/expense management, I would always go with the latter. Getting those expense reports is the most important, and Expensify makes that easy and simple!

Inconvénients

Expensify's largest drawback is their customer service. For smaller companies at least, there is no account manager and we can only receive support via chat/email. This can be a huge challenge when the integration breaks or something complex needs to change.

Avantages

due to popularity it is easily assesable and offered many ways to upload an expense. I like how unlike most app/software companies gets it as they make if affordable and capture the biggest marketshare.any companies think their software is be get tham it is and is cost prohibitive or have user minimums which usually are not applicable for small business. I love how they are one of the few to offer personal credit card integration feeds. Believe it or not most do not and actually expect us to upload statements

Inconvénients

buggy at times, doesn't transition from mobile to desktop or we based version. mobile app.has far less ability. mostly if fails at the main purpose, saving me time. every months nearly every expense is duplicated, failing to match itself to the credit transactionnand this takes forever to fix. It only sycs properly to the credit transaction if the receipt photo is taken from then app. if you try to upload screenshots? email you invoiced and use the ios "Sent too function" it duplicates the transaction..tech support actually told me to wait for the bank before uploading the receipt. This eliminated the entire point of the product.

Alternatives envisagées 

Zoho Expense et Fyle

Logiciel antérieur 

Fyle

Pourquoi passer à Expensify

price. integration with cards

Avantages

- App functionality
- scanning and recognition
- quite smart in remembering your recurring expenses and vat attributions, etc
- time gained on all tasks: me on making the reports and finance to check and make my reimbursement

Inconvénients

Need different profiles to use with separate setups for different countries (when frequently traveling different countries)

Avantages

Expensify is a very streamlined tool and does not get bogged down in high degrees of complexity which may be unnecessary. I have found all types of users at my company, from sales execs to marketing coordinators, understand how to use Expensify almost immediately. We provide a 1-pager for best practices to employees and that, in nearly all cases, is enough to get them using the tool without issue.

Inconvénients

The corporate card integrations could use a bit of added support when it comes to receipt imports, and occasionally we have had the direct feed from our banking institution break. I think this is likely because we do not use one of the major banks for our corporate credit card though, so the issue may not be on the Expensify side.

Alternatives envisagées 

Zoho Expense

Pourquoi passer à Expensify

Expensify seemed much easier to implement, was cheaper, and I had witnessed it working smoothly at other companies in the past. In extremely large company environments it may be possible that Expensify could lack some of the deeper customizations of competing tools, but for the vast majority of businesses this ticks all boxes while remaining highly user-friendly.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Zoho Expense

Pourquoi choisir Expensify 

pricing, ease of use, ability to customize to your specific needs.

Pourquoi passer à Expensify

Reliability and accuracy. pricing, ease of use, ability to customize to your specific needs.

Avantages

Expensify is an incredibly easy to use, user-friendly expense tracking and management system. It has an intuitive interface and allows us to quickly and easily track and manage our expenses. The reporting feature is also great and makes it easy to generate reports for our clients and other stakeholders. Overall, it has been an invaluable tool for our business and I would highly recommend it!

Inconvénients

While Expensify does have some excellent features, the customer support can be quite slow and unhelpful at times. Additionally, it can be quite expensive for larger businesses with many users.

Avantages

It is easy for the end user to use, particularly given the mobile app. It has a lot of good controls and notifications for potential user errors or abuses.

Inconvénients

The credit card sync features often don't work or are significantly delayed (days, weeks if at all) which causes unintended reimbursements for non reimbursable expenses and messed up accounting.

Alternatives envisagées 

SAP Concur

Pourquoi passer à Expensify

It seemed to have the controls and ease of use that we needed and it charged per active user per month rather than a per expense report submitted which fit our needs well.

Avantages

This is a great tool to capture your expenses. The interface is super easy to use--just taking a picture of a receipt and letting the tool fill in the necessary information.

Inconvénients

Haven't been able to get the online version of Quickbooks to integrate with this, so our accountant still manually enters / uploads the expense report info every month

Avantages

The best feature is the smartscan feature. Once you set up the currency, it segregates everything accordingly and saves you the trouble of manually entering it. Even if you have no internet connection, it saves the request and once u go online it will analyze the scan and store it for you.The reports generated are also very well detailed.

Inconvénients

I had a technical error, maybe it was my mistake, because it didnt happen to any of my other collegues where the expense trip report closed automatically. But that is easily solved by logging on the web version and activiating it again.

Alternatives envisagées 

Zoho Expense

Pourquoi passer à Expensify

Mobile app and the reports generated for the expenses , both were far superior to the alternative products.

Avantages

Up until they violated the terms and conditions, the platform was useful and filled our need to reduce/eliminate excel sheets for expense tracking

Inconvénients

There are four things about this software that any potential purchaser should know:
1. Privacy doesn't matter to them. They violate their own privacy policy by sending out non-product related information to their customer base. This violates the agreement that they make you sign.
2. It is expensive. Unless you use the credit card, they charge you a lot. They also sent credit card applications to my entire company without my knowledge.
3. No useful customer service. Their customer service is almost non-existent. You cannot call them. You cannot email them. You are forced to use their concierge function that is essentially useless.
4. It takes 3 -5 days to receive reimbursements after approval.

Alternatives envisagées 

SAP Concur

Pourquoi passer à Expensify

Concur was very expensive. Expesnify was a little cheaper.

Avantages

Software features multiple ways of uploading receipts and Coding spends for expenses. Application AI is very good at autmatically assigning cost codes and verifying receipts to actual spend backups. Software also allows for modification of these auto-entries in case of recoding requirements and the mobile app is very easy to use. Attachemnts are drag and drop on the Browser portal, and mobile device attachement is integrated in to OS gallery lookups. they have a good system for flagging un-filled required fields wbefore allowing the spend reports to be transmitted for approval by the designated approver.

Inconvénients

Bank feed syncing can be delayed and charges do not appear for a few days; especially with Canadian banking services even with Tier 2 banks like HSBC. Some sysnicn issues arise between the mobile app and the browser portal if the app is left open on the mobile device - the system lags out and does not save some of the information which then requires re-entry. Fortunately this is flagged as part of how the software works so is not missed if lost, but still requires to be re-entered.

Avantages

I enjoy Expensify's easy-to-use design and clear tools. I enjoy that I can easily upload receipts and invoices via the mobile app. Expensify automates data dumping and saves the original document. Expensify's features make submitting and reviewing expenses easy, and Expensify cards let me track and approve employee expenses promptly. I love that the website makes it easy to locate spending categories, amend them, remit expenses, and look for abnormalities. Expensify isolates and categorizes spending calculates taxes and fees separately, and puts it all into one report, making audits and approvals quick. The notification system tells you of revisions to your submitted reports or accounting department inquiries, allowing you to respond directly and avoid delays in receiving payments.

Inconvénients

Expensify is straightforward to use at all levels, although downloading receipts through a phone app, especially handwritten ones, can be slow and error-prone. Checking all entries before delivering reports is necessary to avoid making mistakes that delay approvals and cash.

Avantages

Expensify is hands down the best expense tracking choice for our company.

There are a lot of pros to Expensify. Their customer service is amazing, always responding quickly and answering my questions in a very understandable manner. Their app is what we use most, it's simple and easy to use - having every feature you'd every need for tracking expenses.

I've also done some research on their company culture and it seems like they really invest into their employees lives. This definitely looks like a great company to work for.

Inconvénients

There aren't many cons for Expensify. But if I had to choose something, it would be that the app doesn't real-time-sync with the admin system, you have to manually re-sync when something changes. For example: When the admin adds a new expense category, it doesn't show in the app right away unless the user manually "syncs". At the end of the day, this really isn't that big of a deal.

Avantages

with Expensify Access all necessary tools and records easily, automate spending procedures, and facilitate budget monitoring and evaluation. With the mobile app, scan paper invoices and request approval for increased spending limits within minutes. Expensify also provides flexibility in payment processes by accepting credit card and bank transfer linking, eliminating the need for additional paperwork or switching between platforms.

Inconvénients

The intuitive design of Expensify makes it easy to use, without encountering any difficulties.

Avantages

What I like most about Expencify is the receipt scanning feature, it allows me to extract the relevant information from each receipt just by scanning it with my phone.It also saves me a lot of time by categorizing my expenses for more complete tracking.It integrates with other accounting and expense platforms, which helps to maintain more complete control over what each employee or department spends.

Inconvénients

It is a powerful and versatile expense management software that has no weak points, it works very well.

Avantages

It saves employees a lot of time and hassle on doing the paper work including keeping the receipts. Employees only need to take a picture of the receipt and submit with their phone. It is easy and timely. If expenses are not submitted immediately, at least the scanned receipts are kept in Expensify for employees to submit anytime later. With the feature of the scanned receipts, no more keeping the stack of paper receipts!

Inconvénients

Syncing Expensify with accounting software (Xero) in order to get a complete and updated customer list is not 100% there yet. A lot of times, we couldn't submit an expense marking billable because the customer is not available in the drop down window in Expensify. This requires accountants like us to do extra work in accounting software (Xero) to fix the entry.

Avantages

I like the ease of loading receipts and drilling down into an expense report to find the data I need for accounting purposes. I like the user interface. It's extremely easy to add a new user and our new users never really have questions so I think the users find it easy to navigate. I love that it interfaces with our accounting software creating a seamless exchange of data once everything is set up properly; this saves a lot of time and duplicate entry. I love that it has a direct pay option - the users get the payments directly to their bank account.
The customer support is a chat feature - they don't always respond immediately but it's always pretty quick and they are extremely responsive. They have always helped solve all my issues and I consider their support to be pretty top-notch.

Inconvénients

I think the product is lacking altogether in Reporting functionality. There's really not even a "Reports" module to speak of. You have to basically go in and pull your own data from the modules ...it makes everything feel clunky and unprofessional. It's also tricky to find what you need in settings, from an administrator perspective.

Avantages

Expensify is in my opinion the best expense option on the market. It is so easy to use and makes expense reports a breeze.

Inconvénients

Not really anything I dislike about expensify, but what I like the least, is I wish the software was a little smarter and able to match expenses if the receipt date is a day or two off from the billing date.

Alternatives envisagées 

SAP Concur

Pourquoi passer à Expensify

Ease of use and reviews.

Avantages

It's simple, easy and keeps me organized. I am not naturally organized (I would just as soon throw a receipt out as try to remember to keep it and then submit it to my office) and so I have to intentionally work at it. This app makes it quick and easy. You take a pic and add some info and it's done. I don't pay the monthly fee because I don't have that much to track, but if you do I would think it's well worth the money. It breaks your expenses down into manageable categories and works offline if needed. If you need help staying organized or just want less paper to keep track of then I would recommend this app.

Inconvénients

There really isn't anything about this app that I dislike. It does what it's supposed to do and it does it very well. Maybe if it integrated with my phone camera so when I take a picture of a receipt it automatically gives me the option to import it into Expensify? Maybe that's a pipe dream...

Avantages

We loved it for a while. Even our most tech challenged people liked it's user interface, receipt uploading and reporting process.

Inconvénients

For many months now, we have been unable to integrate with our most used and new Amex business card accounts. You can not get anyone on the phone so you're stuck with the concierge (text messages) who I have been bugging about this issue every week for months. They just say "we're working on it" and "sorry!" and " thank you for your patience", and, most annoyingly "have you tried manually entering your expenses?" Yes but when there are hundreds of expenses then that's a problem and why we bought this software in the first place. They keep saying they are close to a solution, testing a solution, but I don't trust them anymore. So we are looking elsewhere.

Avantages

This is the best software/app I have used to date to manage employee expenses. As an accountant, there is a constant struggle to get employees to retain and code their receipts; Expensify makes it easy for both! The receipt matching and scanning functionality has really impressed me as well. Take a picture of your receipt, and, most of the time, it will auto-match to the corresponding transaction. Another great feature is that Expensify will generate audit-able receipts for certain small transactions.

Inconvénients

Expensify's per user pricing can be a large deterrent depending on company size. A bulk pricing option would be much more tantalizing for larger and even mid-size companies.

Avantages

This software is extremely user friendly and makes expense reports a breeze, no more saving receipts on long trips or doing paperwork. I love that it syncs with your card/bank and automatically brings in the expenses and gets smarter as you set categories so the longer you use it the easier expense reports become. I've only used the expense reports side of things so I can't speak to the other services they offer. But 10 out of 10 would recommend this product, also VERY affordable and you can have on your computer, tablet & phone makingit so easy to use!

Inconvénients

There are times my card/bank becomes unsynced. And it may only be a week at a time. This has happened a handful of times to me in the past 4+ years so not a deal breaker but just something to be aware of. The customer service is always yuck to fix whatever issue though :)

Avantages

Expensify has a clean and easy to use interface.

Inconvénients

We experienced an issue with our credit card (Bank of America) not linking to our account and when we reached out to support (that we can only chat with instead of calling), we were told they were working to resolve the issue. That was over a year ago and we still have to manually enter expenses. Additionally, Expensify has never offered more support than to say they're working on it. They have not discounted the monthly cost despite our request since we're doing their job for them. Unfortunately, the alternative options aren't amazing yet so we haven't pulled our account but at this point, it's just a matter of time.