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Expensify

by Expensify · Expense Management

Receipt scanning, expense reporting and reimbursement for teams.

Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.

Works with
NetSuiteSage IntacctQuickBooksXero
Deployment
Cloud
Company size
SMB, Mid-market, Enterprise
Pricing
Per-user subscription, tiered
Founded
2008
Headquarters
Portland, Oregon, USA

Overview

Expensify is an expense management platform best known for its SmartScan receipt-scanning technology, which extracts merchant, date and amount from receipts in many currencies. Founded in 2008, Expensify is a publicly traded company (NASDAQ: EXFY) that serves individuals, small businesses and larger organizations.

The product automates expense reporting end to end: users snap, email or upload receipts; SmartScan reads them; transactions are categorized and checked against policy; and reports are routed for approval and reimbursement. Expensify also offers the Expensify Card, corporate card reconciliation against thousands of banks, next-day reimbursement, and a Concierge AI assistant that flags policy violations and guides workflows.

Expensify positions itself as easy to adopt with a free entry point and self-serve onboarding, while integrating with accounting and ERP systems including QuickBooks, Xero, NetSuite and Sage Intacct. It supports global reimbursement in local currencies.

Screenshots & demo

Demo video from the vendor's YouTube channel. Screenshots sourced from Expensify.

Modules & capabilities

Expensify covers 22 of 47 capabilities we track in this category

47%
  • Receipt OCR captureSmartScan OCR extracting merchant, date and amount
    Core strength
  • Mobile app receipt captureSnap photo, email-forward, or upload receipts
    Supported
  • Email-forwarded receipt captureSnap photo, email-forward, or upload receipts
    Supported
  • Multi-currency expense captureSupport for 150+ currencies
    Core strength
  • Receipt itemizationAutomatic itemization and categorization
    Supported
  • Duplicate expense detectionDuplicate detection
    Core strength
  • Mileage tracking and reimbursementMileage and time/per diem tracking
    Supported
  • Per diem automationMileage and time/per diem tracking
    Supported

“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.

Common use cases

  • SMBs and teams automating receipt capture and expense reports
  • Reconciling corporate card spend against receipts automatically
  • Reimbursing employees and contractors globally in local currency
  • Self-serve adoption without heavy implementation
  • Posting coded expenses into QuickBooks, Xero, NetSuite or Sage Intacct
  • Flagging out-of-policy spend with the Concierge AI
  • Tracking mileage and per diem alongside receipts

Strengths & considerations

Strengths

  • Long-established SmartScan OCR known for high accuracy
  • Low-friction, self-serve adoption with a free entry point
  • Card feed support across thousands of banks worldwide
  • Next-day and global multi-currency reimbursement

Considerations

  • Advanced controls and configurability are lighter than enterprise suites like Concur
  • Per-active-user pricing can rise for larger organizations

Expensify customer case studies

How companies use Expensify alongside their ERP — pulled from Expensify's published customer stories, with the ERP each customer runs where they state it.

Pivot Bio

Technology · United States · Mid-Market

T&E program became revenue-positive with 1-2% cash back. Admin burden dropped 90%. Auditing efficiency increased dramatically. Employees enjoy seamless mobile experience.

Cash Back
1-2%
Cash Back
Admin Time Reduction
90%
Admin Time Reduction
Audit Rate Reduction
95%
Audit Rate Reduction

Precon Events

Professional Services · United States · SMB

6-month pilot phase followed by full transition in 2024

30% decrease in travel costs. 100% adoption by end of 2024. Employees love the simplified UI and mobile-first experience. Policy violations dropped significantly.

Adoption Rate
100%
Adoption Rate
Cost Reduction
30%
Cost Reduction

Mobius Medical Systems, LP

Healthcare · United States · SMB

Runs with Xero

Company saves 40-50 hours monthly. No more late submissions or data organization issues. Clean integration with Xero provides real-time visibility.

Admin Time Savings
10-12 hours per month
Admin Time Savings
Time Savings Monthly
40-50 hours
Time Savings Monthly

Roadtrippers

Travel · United States · SMB

Runs with QuickBooks Online

Employees now submit reports in real-time. The company went from spending days compiling reports with poor accuracy to automated, accurate expense tracking.

Time Savings
50%
Time Savings

Philz Coffee

Retail · United States · Mid-Market

Runs with NetSuite

AMEX reconciliation now takes 2-3 hours instead of 3-4 days. Accounting team freed up valuable time. Employees appreciate faster ACH deposits and streamlined process.

Reconciliation Time Reduction
87.5%
Reconciliation Time Reduction

Buffer

Technology · Global/Remote · Mid-Market

Runs with Xero

Faster reimbursement turnaround with clear status tracking. No more back-and-forth confusion. Finance team can focus on strategic work instead of manual oversight. New hires quickly adopted the system.

  • Faster, clearer reimbursements
  • Global multi-currency support
  • Automatic duplicate detection

These customers also appear in ERP implementation stories

The same companies show up in our library of ERP implementation case studies — useful for seeing what the wider stack around this add-on looks like.

  • cbdMD · Acumatica Manufacturing Edition
  • RomaForEurope · Odoo
  • dapple · Sage Intacct

Summarised from each vendor's published customer stories. Figures are the vendor's own claims, not independently verified by ERP Research. See all 8 Expensify case studies

Used Expensify with your ERP? Rate it in 30 seconds — it helps every buyer after you.

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ERP integrations

NetSuiteExpensify Connect for NetSuite
Certified marketplace app
Bi-directionalExpense reportsVendor billsGL entries

Two-way sync via the Expensify Connect SuiteApp bundle; approval flow and policy controls carry through to NetSuite.

Sage IntacctExpensify for Sage Intacct
Prebuilt connector
Pushes to ERP

Native Sage Intacct integration listed on Expensify's integrations page.

QuickBooksExpensify for QuickBooks
Prebuilt connector
Pushes to ERP

Native QuickBooks Online and Desktop integration.

XeroExpensify for Xero
Prebuilt connector
Pushes to ERP

Native Xero integration.

Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-11.

Pricing

Full Expensify pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs

Model
Per-user subscription, tiered
Starting price
$10/user/month (Collect); $18/user/month (Control)
Free trial
Yes

Expensify publishes clear per-user rates: about $10 per user per month on Collect and $18 per user per month on Control, with an individual plan from $4.99. The discount that matters is the Expensify Card — using it as your primary corporate card cuts the subscription rate substantially, which means the honest comparison against rivals depends on whether you will actually move card spend onto their product. Annual billing takes a further cut. Businesses that keep an existing corporate card pay the full published rate. Get an independent shortlist with pricing guidance below.

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Technical & security

Hosting
SaaS (multi-tenant)
Compliance
SOC 2, PCI DSS
Mobile app
Yes
Languages
English, Spanish, French, German, Portuguese, and others

About the vendor

Founded
2008
Headquarters
Portland, Oregon, USA
Ownership
Public
Notable customers
Uber, Square, Snapchat

Alternatives to Expensify in Expense Management

Expensify — frequently asked questions

What is SmartScan?

SmartScan is Expensify's OCR technology that automatically reads merchant, date and amount from receipts in 150+ currencies.

Is Expensify free?

Expensify offers a free tier for individual use with limited scans; team plans (Collect and Control) are priced per active user per month.

Can Expensify reimburse employees internationally?

Yes. Expensify can reimburse employees and contractors globally in their local currency, with next-day reimbursement in supported regions.

Which accounting systems does it integrate with?

Expensify integrates directly with QuickBooks, Xero, NetSuite and Sage Intacct, among others.

Compare Expensify head-to-head

Free PDF · Vendor-neutral · No sales calls

The Expense Management Buyer's Guide

Before you commit to Expensify, see how it sits against the 13 expense management systems we track — on capability, ERP integration depth and what each one actually charges for.

Expense Management Buyer's Guide

13 systems compared · 2026

ERP Research

  • Expensify compared side-by-side with 12 alternatives
  • ERP integration checklist — what to verify before you shortlist
  • The pricing questions that change the quote
  • A Expensify evaluation brief, included with the guide
Free Download

Expense Management Buyer's Guide

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