Expensify
Finance & AccountingAn expense management platform that automates receipt capture, expense reporting, and reimbursement.
Open RFPs0
Spend under review$0
Average spend$0
Bids received0
Median discount0%
Most requested features
What buyers replacing Expensify actually ask for, ranked by how often each feature appears across 0 RFPs.
Must-haves
None requested yet.
Nice-to-haves
None requested yet.
Feature taxonomy
Approval Workflows
- Multi-level approvalsRoutes reports to multiple approvers based on amount and reporting hierarchy.Required by 0 RFPs
- Policy enforcementBlocks or flags expenses that violate company policy rules during submission.Required by 0 RFPs
- Approval dashboardDisplays pending expense reports for managers to review and approve.Required by 0 RFPs
- Comment and rejectAllows approvers to request changes or corrections to submitted reports.Required by 0 RFPs
Expense Reporting
- Expense report builderCreates structured expense reports with multiple expense categories and receipts.Required by 0 RFPs
- Smart categorizationSuggests expense categories based on merchant data and past submissions.Required by 0 RFPs
- Mileage trackingLogs employee mileage for travel and calculates reimbursement using IRS rates.Required by 0 RFPs
- Per diem managementAutomatically calculates per diem allowances based on location and trip length.Required by 0 RFPs
- Draft and submitLets employees draft and save expenses before submitting for approval.Required by 0 RFPs
Integration & Analytics
- Corporate card integrationImports corporate card transactions and automatically matches them to expenses.Required by 0 RFPs
- Accounting system syncExports approved expenses to QuickBooks, NetSuite, or other accounting software.Required by 0 RFPs
- Travel booking integrationPulls travel and hotel bookings from reservations to create expense reports.Required by 0 RFPs
- Spending analyticsReports on expense categories, trends, and per-employee spending patterns.Required by 0 RFPs
Platform & Security
- Mobile appProvides an iOS and Android app for capturing receipts and managing expenses on the go.Required by 0 RFPs
- API accessExposes expense and report data through a REST API for system integration.Required by 0 RFPs
- Role-based permissionsRestricts access to reports and settings by employee role and hierarchy.Required by 0 RFPs
- Audit logsRecords all expense submissions, approvals, and reimbursement actions.Required by 0 RFPs
Receipt Capture
- Mobile receipt scanningCaptures receipts by taking photos on a mobile device with automatic OCR extraction.Required by 0 RFPs
- Email receipt forwardingExtracts receipt data when users forward receipt emails to a system address.Required by 0 RFPs
- Receipt parsingAutomatically extracts merchant name, amount, date, and tax from receipt images.Required by 0 RFPs
- Duplicate detectionIdentifies and prevents duplicate receipt entries from being submitted.Required by 0 RFPs
Reimbursement
- Payment methodsSends reimbursements via direct deposit, check, or corporate card reload.Required by 0 RFPs
- Tax trackingIdentifies and separates tax-deductible expenses for accounting records.Required by 0 RFPs
- Reimbursement statusShows employees when their reimbursement was processed and when funds arrive.Required by 0 RFPs