Expensify Partner Profile

Expensify Products for Venture-Funded Startups

Automated Expense Management

• Receipt Scanning and OCR. Snap a photo of any receipt, email it in, or upload it on the web. Expensify’s SmartScan automatically extracts merchant, date, and amount details and creates categorized expenses, dramatically reducing manual entry.
• Expense Reports. Automatically compile expenses into reports for effortless submission and approval. With AI-driven expense categorization and policy enforcement, startups can streamline workflows and reduce errors.
• Mobile and Web Apps. Teams can submit, track, and approve expenses from anywhere, promoting a real-time, collaborative approach – crucial for remote and hybrid startups.

Expensify Card (Corporate Card Program)

• Instant Card Issuance. Instantly issue unlimited Expensify Visa® Commercial Cards or virtual cards to employees, projects, or vendors.
• Smart Spend Controls. Set limits, enforce policies, and monitor spending live. Transactions match with receipts automatically and sync with your books.
• Cash Back Rewards. Earn cash back on every U.S. purchase; reduce your Expensify bill by making Expensify Card your default spending method.

Global Reimbursement and Multi-Currency Support

• Global Reimbursement. Reimburse employees or contractors in their local currency – quickly and securely. ACH and international payments are supported, with reimbursement arriving as fast as the next day.
• Multi-Currency Support. Expensify processes expenses and reimbursements in over 190 countries and supports deposits in USD, CAD, GBP, EUR, and AUD.

Credit Card Integration

• Seamless Card Import. Sync existing corporate or personal cards from over 10,000 banks for automated reconciliation, policy enforcement, and real-time visibility. No more chasing missing receipts or reconciling mismatched transactions.

Travel Management

• Integrated Booking. Book flights, hotels, rental cars, and rail directly through Expensify. Travel bookings automatically sync with expense reports, and risk management tools help track travel spending and potential disruptions.
• Mileage Tracking. GPS-powered mileage tracker quickly and accurately logs business travel and expenses for employees on the move.

Invoicing and Bill Pay

• Create and Send Invoices. Generate branded invoices, send to clients, and collect payments via Expensify. Track outstanding receivables alongside other business expenses.
• Bill Processing. Capture, approve, and pay bills within Expensify—never miss a payment deadline.

Policy and Compliance Controls

• Custom Approval Workflows. Define and enforce custom rules and approval chains, ensuring company-wide compliance without a heavy administrative burden. AI-powered audit and duplicate-detection flags reduce risk and policy violations.
• Real-Time Reporting. Build and export tailored reports to analyze spend by category, department, or project. Monitor budget variances, spending trends, and compliance with custom dashboards.

Integrations and Automation

• Accounting Integrations. Deep, real-time integrations with QuickBooks, NetSuite, Xero, Sage Intacct, Gusto, ADP, and dozens more allow expense and card data to flow directly into your general ledger, eliminating manual entry and speeding up close.
• Slack-Style Chat. Built-in chat on every report and receipt allows teams and managers to resolve questions and approvals instantly, replacing long email threads with actionable, contextual communication.