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About
Automate your manual accounting tasks, like data entry, with this receipt scanner app. Scan it, get it recognized, approve it and book it with the easiest automated workflow around. Spend more time on your clients with piece of mind that your data entry is taken care of. Discover Basecone today. Documents are processed instantly in applications such as Twinfield, Exact Online, Unit4 and Visma-AccountView. Saved booking rules help to create a flawless booking process. Basecone now seamlessly integrates with Xero. The Basecone Workflow gives you full control of the flow of documents and prevents invoices from being paid without approval. Scan and deliver your documents in multiple ways. You can choose to upload the documents via Basecone, send them by email or upload on the go with the Basecone Spenser app.
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About
Track expenses, pay bills, generate invoices, collect payments, plan trips, and manage company credit cards. All of your preaccounting, in one app. Expense Management - Snap a photo of a receipt with SmartScan for easy expense reporting, approval, next-day reimbursement, and syncing with accounting software. Expensify Card - Get the best business credit card for even faster expense reporting making corporate card reconciliation and expenses a breeze, and it’s free. Bill Pay - Send your vendor bills to Expensify for automatic tracking, approval, and payment. Invoices - Create and send invoices, while collecting payments and syncing automatically to your accounting package. Travel - Book flights, hotels, and cars simply by chatting with Concierge, your personal trip planner. Personal Payments - Split bills, request payments, and chat with friends. Give it a go at Expensify.cash!
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Platforms Supported
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Platforms Supported
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Audience
Expense report solution for companies wanting to automate real-time data entry
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Audience
Companies of all sizes searching for an advanced Expense Report solution
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Support
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Support
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API
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API
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Pricing
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Reviews/Ratings
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Reviews/Ratings
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Pros & Cons from Real Users
Pros
- One of the things I like the most about Expensify has been discovering its effective expense management, it is efficient by massively simplifying the entire work process, considerably reducing the burden. It has a friendly and easy-to-use interface, it has a simple and practical navigation system, as well as an intuitive design. The panel provides a complete view of the entire management, significantly offering the description of the expenses sent, giving the opportunity to see the details and specifications of each one of them. Another of its positive points is the flexibility of use, since it is useful both in the mobile application, adaptable to iOS and Android, and in the web version, which gives me the possibility of managing my expense information from wherever I am. find me, in the office or out of it. The sending of expenses is impressively fast and efficient, Expensify allows me to capture receipts with my phone's camera, speeding up and automating the information of each of the receipts, taking important data and helping to classify it within expenses at the same time. In turn, it gives me the possibility of entering data manually so as not to skip any detail. It helps me send expenses and invoices, keeps me focused on the job, and ensures that everything is sent on time, in the proper way, and to the right destination. Reporting through automatically generated reports is a significant time saver and a critical help in ensuring that those reports have all your billing information without leaving anything out. It is incredible how Expensify takes those details captured in the receipts and all the movements made during the management of expenses to thus generate a complete report, in addition to providing an endless number of varied options that give me the possibility of adapting that report to our requirements and labor needs. As an expense policy application, Expensify is the appropriate place to set up and define the rules that set those limits and policies for expense submission. Expensify's automatic application of these policies makes the necessary push to guarantee that each one of the expenses conforms to the policies and is sent attached to them, this is undoubtedly an advantage to prevent errors and thus reduce the need for a manual intervention of our team. I can also set up approvals so that expenses require manager approval before being reimbursed. This feature has helped me ensure expense reports are accurate and on budget. It integrates perfectly with other accounting software that allows us to expand our work capacity and complement different functions to develop better quality work, such as QuickBooks and NetSuite. The automatic synchronization of the expenses and invoices sent to this software helps us considerably to keep all the accounting books in constant progress and update, without having to manually make the records, which helps to save us a lot of time. One of the features I appreciate most about Expensify is its SmartScan technology. With this feature, I can simply take a photo of a receipt, and Expensify automatically pulls all the relevant data, such as the merchant, date, and amount. This saves me a lot of time and eliminates the need to manually enter data. Also, I can forward emailed receipts to my Expensify account, and it will extract the data from the email automatically. This makes it easy to keep track of all my expenses, even when I'm on the go.
- Due to concerns with expenses and reimbursements, this platform has been very useful to me since it has provided a certain increase in productivity by being able to more easily upload photos of receipts and that this data is entered almost automatically. This has been very useful for me, especially when it comes to a very easy-to-navigate platform where it has allowed me to save time and effort to carry out the records of the expenses that I have within my work without having to enter manually the details of each expense. The automation of this platform is its strong point since it can automatically the details of our expenses, categorize them and send them for approval. This automation has significantly reduced the time we spend managing expenses, allowing us to focus on more important tasks. Plus, Expensify reimburses us for approved expenses the next day, which has been incredibly convenient for our team members who often need quick access to their funds. Expensify also offers the Expensify Card, which has been a great benefit to our company. The corporate card automates our spending and gives us 2% cash back, which has translated into significant savings for our organization. We can also use the card to replace receipts for most purchases, which has further simplified our spending management process. I have also been able to take advantage of other features that I have found to be quite functional as I have been able to take advantage of the platform's bill payment, invoicing and travel booking functions, which have made our daily operations much more seamless. Additionally, the ability to customize expense policies, workflows, and reports has allowed us to tailor Expensify to my specific needs. Expensify's integration with third-party services like QuickBooks, Xero, NetSuite, Slack, and Uber has been incredibly helpful to our team. The seamless integration between Expensify and these services has further simplified our expense management process and allowed us to easily keep track of all our expenses in one place.
- As a professional in a fast-paced company, keeping track of expenses can be a daunting task. However, with Expensify, the hassle of managing expenses is a thing of the past. Expensify is an expense management solution that allows users to streamline the expense reporting process, saving time and money for both employees and businesses. In this review, we will explore the key benefits of Expensify and why it is the ultimate expense management solution. One of the most significant benefits of Expensify is its ease of use and clean, intuitive user interface. With its user-friendly interface, Expensify allows users to easily navigate the platform and manage their expenses efficiently. The platform's SmartScan technology allows users to snap a photo of any receipt and automatically capture the details, eliminating the need for manual data entry. In addition, Expensify lets users forward email receipts to a dedicated address, and the platform scans them for them. These features not only save time but also reduce errors in expense reporting. Expensify also offers fast and flexible reimbursement options, allowing users to get paid back in as little as one business day. Users can choose to use the Expensify Card, a corporate card that eliminates the need for receipts and reimbursements. The card is easy to use and offers a flexible payment option for employees, reducing the time and effort required for reimbursement. In addition, users can set up direct deposit or PayPal for receiving payments, making it easy and convenient to manage expenses. Expensify is also highly versatile, offering integration with various accounting software and back-end services. The platform integrates with popular software such as QuickBooks, Xero, NetSuite, Intacct, Oracle, and Microsoft Dynamics. This feature enables businesses to easily track expenses and sync data across multiple platforms, streamlining the accounting process. Moreover, Expensify supports multiple currencies and tax rates, making it suitable for global businesses. Expensify's built-in travel booking feature, Concierge, is another feature that sets it apart from other expense management platforms. With Concierge, users can book flights, hotels, and cars in a chat, making it easy and convenient to plan business travel. The platform provides real-time travel alerts, itinerary updates, and expense tracking, reducing the time and effort required to plan travel. Expensify has a free version that offers 25 SmartScans per month and basic expense management features, making it a great option for small businesses or individuals. In addition, Expensify offers affordable pricing plans for groups that start at $5 per user per month, making it a cost-effective option for businesses of all sizes. Users can also choose to pay per use or get an annual subscription, allowing for greater flexibility in managing expenses.
- It allows you to save a lot of time by being able to automatically create receipts within this platform without having to enter expenses manually. It is very few times that I have had to manage expenses manually since they are minor expenses that do not have to require high-value receipts. However, in Expensify business terms, it is easy to be able to add the expenses with the receipts that I have by means of a photograph of my receipts through the application of this platform and that this automatically generates the expenses that I have had, including what I have spent it on, so I don't have to take the trouble to fill in so many fields where I have to specify what I spend on. I have also been able to send expense reports both from my bank accounts, as well as from my credit and debit cards, I feel this is important since too many transaction reports are generated by this means and entering these data can take a long time if it is of a large number of movements. All this can be done with a few clicks, which in a few steps I already have a complete database on personal and business expenses. Expensify has offered me excellent customer service through the service it offers to provide advice on the use of this platform and how to have a better result when it comes to managing expenses. This is what I like about any platform that offers a SaaS and that also works well for both individuals and companies of any size that are satisfied. Not only have these features seemed good to me in their service, but they also have several plans that suit various needs for the depth of use that Expensify is required to give. You can have basic and free functions to be able to use this platform for personal use and there are also several payment plans that have advanced functions that are distributed very well for both companies and teams of different sizes. This platform not only adapts to the plans it offers, but also to the customization of its configuration according to the preference you have or the workflow you want to manage, thus being able to meet the more specific requirements of each user or work team.
- º Its integration with other platforms is the most rewarding thing that Expensify can have, with this, for example, I was able to integrate Uber to be able to determine and track the charges made by this platform automatically without requiring them to be entered manually to be able to track of expenses with Uber. º It handles well with the integration of Quickbooks Online, this seemed wonderful to me since I use this platform to manage expenses and then I export everything through the integration to Quickbooks to be able to manage the finances of the entire company and have everything in a kind of ledger. I do all this with almost no manual input since everything is synchronized, automating work time when I manage expenses and income for my company. º I can upload documents such as receipts for expenses incurred in order to have a balance in case it is required to review the company's expenses in depth. This allows you to keep everything organized and clear when it is necessary to verify certain information and not only be manual entries of alleged expenses but also have their respective receipts to keep all the accounts clear and that there is no confusion in the process. º I liked that everything is based on the cloud so I don't have to prepare anything within an operating system with extensive configurations, which also has a very simple and flexible interface allowing any user to use this platform, making configuration and implementation easy and allowing companies from small to large to be able to use this platform without any barrier. º It is of great use to be able to have alerts of excess expenses as well as being able to create expense rules in a personalized way so as not to exceed with unnecessary expenses and keep everything aside thanks to the capacity of this function. In addition, all this configuration can be done on Windows, Mac, Android and iOS, giving me more freedom and the possibility of being able to manage my expenses anywhere and anytime.
Cons
- While Expensify has many features that make it great expense management software, I find it to be limited when it comes to customization options. This is the case where there is no option to customize the dashboard to show only the information I need. Also, the expense report formats are limited, and I can't seem to customize them to match our brand, while I can adjust it to our requirements, it doesn't allow us to make it completely fit our own identity. Expensify does not have strong multi-currency support. Although it is possible to submit expenses in different currencies, the software does not provide the option to automatically convert expenses to a base currency. This can be a problem in the case of having employees in different countries, since it can be a challenge to reconcile the expenses that are sent in different currencies, and without a doubt it represents a limitation and walls to be able to expand our work internationally and not to be able to count on our usual payment platform. The reporting capabilities could be improved, this doesn't mean they don't work properly and provide the utility we need and although Expensify generates expense reports automatically, the software doesn't provide many options to customize the reports and it's not possible to create custom reports completely adapted to our brand. Also, the software does not provide information on spending trends, which somewhat interferes with our workflow and does nothing to keep us up to date. One problem is that there is a limit to the number of users I can have on my account without paying extra. As my team grows, I may need to upgrade to a higher plan, which could be expensive. Also, while SmartScan technology is impressive, it's not always 100% accurate. Sometimes I need to manually enter and correct the data that was extracted, which can be time consuming. Despite these minor inconveniences, I have found that Expensify has greatly improved my expense reporting process. It has helped me save time and streamline my workflows while ensuring compliance with company policies.
- I've had several issues and complaints about certain things that don't go well with this platform that I would like to see improved, because while Expensify offers a useful variety of features, there are also drawbacks that I would love to see improved to have a better experience. Much better than what I am currently getting. I find support for importing receipts with Expensify's corporate card integrations to be limited. While the platform offers some automation for expenses, I found that we still need to manually upload some receipts or use SmartScan to capture them. This can be time consuming and can slow down our expense management process. I also have a problem with the approval workflows on this platform as it is very inflexible in how receipts are approved. Expensify only allows you to set up a single or multi-stage approval process, not a conditional or parallel one. This limitation can make it difficult to customize the approval process to fit the specific needs of our organization. I don't understand why being able to upload supports within this platform in PDF format with multiple pages hasn't been implemented yet, in case I want to upload a support with extensive details I have to try to fit everything into a single page PDF. This really gets tedious, so I have to split the files into separate documents or use another tool to process it, slowing down the job. I found Expensify to be an incredible tool, but these inconveniences sometimes clog my workflow which makes me wonder whether to look for other alternatives to cover these needs or simply wait for the Expensify team to fix these problems that I consider to be a problem. little inconvenience for day-to-day work with this expense management tool.
- While Expensify has many benefits, there are also some potential drawbacks that users should be aware of. One issue that some users have experienced is with the mileage tracking feature. While the platform offers this feature, some users have found it to be inaccurate or difficult to use. For example, they may have had to manually adjust the distance or enter the address, which can be time-consuming and frustrating. Another potential drawback of Expensify is with policy enforcement. While the platform does offer policy settings, some users have found them to be inflexible or difficult to customize. This means that users may have to follow strict rules or categories that don't always align with their specific needs or preferences. Additionally, I have issues with the receipt scanning feature. While Expensify does offer SmartScan technology to capture receipt details, some users have found that the feature is not always accurate. I have experienced missing or incorrect information or duplicate expenses, which can create confusion and potential errors in expense reports. Expensify may also have limitations when it comes to compatibility with certain bank accounts or payment methods. Some users have reported difficulty linking their bank accounts or cards to Expensify and may have encountered errors or delays when processing payments or reimbursements. It's also worth noting that Expensify only supports US bank accounts for reimbursements, which may be a limitation for global businesses or users who require international payments. Expensify may have a steep learning curve for some users. While the platform is designed to be intuitive and easy to use, some users may find it overwhelming at first. They may need to watch tutorials or videos to learn how to use it effectively and may require support from their managers or administrators to set up their accounts or policies.
- Not all types of exchanges are supported on this platform, so some users may have to work with the conversion of any currency they want or simply wait for Expensify to support a currency or exchange rate that allows more accessibility to more users. Therefore, this important disadvantage must be considered very well since it can be very useful to manage the appropriate currency for each country in order to be able to measure expenses correctly and more easily. Another problem when having different exchange rates that Expensify does not support is when linking bank accounts or credit or debit cards, since the values that have been loaded on the cards or the values that are reflected in the bank accounts may are not correct at the time of being imported into this platform, having problems in managing expenses, which is also not possible for now to manually modify the exchange rates, this being a major inconvenience for people who have currencies that have not been admitted to Expensify. The receipts must be in perfect condition to be scanned, otherwise you will have to manually upload the data that this platform has not understood. That is why I recommend that you automatically have a photographed receipt when you have it on hand to have a record quickly and that you do not waste time making a manual record, you can still link the bank account, but it is better to have all expenses added immediately to avoid problems later.
- º I wish I had the option to approve expenses with a single click, without having to do so much to approve. Just a single page is enough where you can directly have a review report to verify if everything is fine and ready, without having to show so many expenses individually, but in a single view have everything in an orderly manner to be able to process everything else easily. º I don't know if it is possible, but the tax part is not clear when declaring it as if it were a report. I would like to have the possibility of having a report of this for each year and that it looks well configured since currently this platform is a headache with respect to that subject, everything is well polished, but when it comes to taxes it is a chaos and I wish it was easier for the user configuration. º I have a problem with duplicate expenses since they tend to occur occasionally and that is a bit annoying because it creates confusion within the company when excess expenses are reflected but it is not like that because some expenses are duplicated. I would like the platform to at least notify me when there are expenses of similar amounts so that I don't have to manually search for the expense that was duplicated, but instead the system would automatically show me what expense it is and thus be able to take measurements from each cut. º With some integrations with this platform you cannot differentiate if it was a retention or if it was really charged for the services obtained, this also causes a bit of confusion since if there was a problem with the payment of some platform which did not charge the money, but that it was held or declined then within Expensify it may appear that it was charged without even knowing that the payment was not processed or is simply being held for whatever reason. º A big inconvenience that I have when wanting to do everything automatically is the receipts that I upload to this platform, since the optical character recognition is not very efficient, even when I have the receipts just printed, clearly and without scratches or wrinkles and even so it does not detect everything so clearly. What I mostly have to do is register the entire receipt manually when this platform does not recognize it visually. I hope they improve this as platforms like Apple or Google have good character recognition and it almost never fails to detect something on printed paper.
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Training
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Training
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Company Information
Wolters Kluwer
Founded: 1913
United Kingdom
www.wolterskluwer.com/en-gb/solutions/basecone
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Company Information
Expensify
Founded: 2008
United States
use.expensify.com
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