Expensify Features
Expense Reports (7)
Ease of Creating Expense Reports
Based on 3776 Expensify reviews and verified by the G2 Product R&D team. Creation of expense reports takes little time and is intuitive for new users
Bank / Credit Card Integration
Based on 2857 Expensify reviews and verified by the G2 Product R&D team. Can easily pull in receipts from all credit card statements
Smart Categorization
Based on 3292 Expensify reviews and verified by the G2 Product R&D team. Automatically assigns categories/accounts based on past entries and credit card statements
Digital Receipt Management
Based on 3685 Expensify reviews and verified by the G2 Product R&D team. Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.
Employee Reimbursement
Based on 3411 Expensify reviews and verified by the G2 Product R&D team. Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system
Currency Conversions
Based on 1948 Expensify reviews and verified by the G2 Product R&D team. Enables easy entry of expenses in other currencies and converts to expense report currency
Credit Card Integration
Based on 2227 Expensify reviews and verified by the G2 Product R&D team. Integrates with corporate or personal credit cards (import or bi-directional)
Travel Management (4)
Ease of Booking
Can book Flights, Hotels, and Rental cars directly from software. This feature was mentioned in 1552 Expensify reviews.
Itinerary Management
Based on 1394 Expensify reviews and verified by the G2 Product R&D team. Creates travel itineraries based on booking
Trip Notifications
Based on 1392 Expensify reviews and verified by the G2 Product R&D team. Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.
Advanced Integrations
Based on 1387 Expensify reviews and verified by the G2 Product R&D team. Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.
Client Invoicing (3)
Invoice Creation and Delivery
Based on 1655 Expensify reviews and verified by the G2 Product R&D team. Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Electronic Payments
Based on 1763 Expensify reviews and verified by the G2 Product R&D team. Accepts electronic payments from clients
Project Accounting / Revenue Recognition
Based on 1454 Expensify reviews and verified by the G2 Product R&D team. Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Mobile (3)
Receipt Capture
Based on 3580 Expensify reviews and verified by the G2 Product R&D team. Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Mileage Tracking
Based on 2286 Expensify reviews and verified by the G2 Product R&D team. Allows users to track mileage from mobile device using maps or GPS.
Travel Itinerary and Flight Status Updates
Based on 1519 Expensify reviews and verified by the G2 Product R&D team. Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes
Administration (6)
Business Tool Integration
Based on 1740 Expensify reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Based on 2065 Expensify reviews and verified by the G2 Product R&D team. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Based on 2121 Expensify reviews and verified by the G2 Product R&D team. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Based on 1828 Expensify reviews and verified by the G2 Product R&D team. Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Based on 2062 Expensify reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
PCI Regulation Compliant
Based on 1278 Expensify reviews and verified by the G2 Product R&D team. Complies with PCI security standards
Platform (8)
Reporting
Based on 2243 Expensify reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards.
APIs / Integration
Based on 1393 Expensify reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Based on 1432 Expensify reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 2510 Expensify reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile User Support
Based on 2195 Expensify reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Offline
Based on 1468 Expensify reviews and verified by the G2 Product R&D team. Provides users ability to create and access expense reports/timesheets while not connected to internet.
Embedded AI / Machine Learning
Based on 1562 Expensify reviews and verified by the G2 Product R&D team. Offers embedded AI/machine learning
Complex Approval Workflow
Based on 1753 Expensify reviews and verified by the G2 Product R&D team. Provides workflow for complex approval structures
Expense Reporting (4)
Expense Automation
Captures data using scanned receipts and electronic invoices and automatically aligns invoices and expenses This feature was mentioned in 106 Expensify reviews.
Integration
Integrates seamlessly and securely into IT ecosystems This feature was mentioned in 84 Expensify reviews.
Compliance
Set regulations set forth by each company and keeps travel and reimbursement policies in compliance 87 reviewers of Expensify have provided feedback on this feature.
Mobile Functionality
Based on 107 Expensify reviews. Snaps receipts, capture and approve expense on the move, and track travel through GPS
Approval (3)
Rules
Based on 103 Expensify reviews. Incoporates company travel restrictions and guidelines to help stay in compliance and on budget
Workflows
Based on 94 Expensify reviews. Creates a path of tasks that need to be completed and assigns approval tasks to individuals
Submit
Allows users to submit travel requests and expense reports directly to the correct approvers This feature was mentioned in 106 Expensify reviews.
AI - Travel Management (5)
Personalization
Uses AI to offer highly personalized experiences by analyzing data from previous travel patterns, preferences, and behaviors 43 reviewers of Expensify have provided feedback on this feature.
Predictive Analytics
As reported in 43 Expensify reviews. Uses ML and AI to analyze historical data to identify trends and make predictions for travel costs, peak travel times, weather conditions, or flight cancellations
Cost Savings
Uses AI and ML to automate tasks such as booking, expense reporting, and itinerary management, to reduce admin costs This feature was mentioned in 44 Expensify reviews.
Efficiency
Uses AI and ML to analyze spending patterns to identify cost-saving opportunities, such as recommending alternative travel options of similar quality at lower prices This feature was mentioned in 45 Expensify reviews.
Real-Time Assistance
Based on 44 Expensify reviews. Provides AI guided chatbots to provide real-time assistance to travelers, answering questions, providing updates, and offering support 24/7
Agentic AI - Expense Management (2)
Autonomous Task Execution
As reported in 79 Expensify reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases 80 reviewers of Expensify have provided feedback on this feature.
Agentic AI - Travel Management (2)
Autonomous Task Execution
Based on 20 Expensify reviews. Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting 20 reviewers of Expensify have provided feedback on this feature.
Technology Glossary Features
View definitions of the features and discover new technology terms.
Mileage tracking is the process of maintaining a mileage log for reimbursement or tax deduction. See why accurate mileage tracking is crucial for individuals and companies alike.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.





