Expensify is a comprehensive spend management platform that automates expense reporting, receipt scanning, corporate card reconciliation, and reimbursement workflows for businesses of all sizes. Built around SmartScan OCR technology that processes receipts with near-perfect accuracy, Expensify eliminates manual data entry and integrates seamlessly with major accounting systems like QuickBooks, Xero, and NetSuite. The platform combines mobile-first expense capture, AI-powered categorization, policy enforcement, approval routing, and real-time analytics into a unified system that reduces expense report completion time by up to 80%. Whether tracking mileage with GPS, booking corporate travel, or managing multi-currency transactions, Expensify transforms expense management from a tedious administrative burden into an automated, compliant, and insight-rich financial process.
What This Cheat Sheet Covers
This topic spans 17 focused tables and 130 indexed concepts. Below is a complete table-by-table outline of this topic, spanning foundational concepts through advanced details.
Table 1: Receipt Capture Methods
| Method | Example | Description |
|---|---|---|
Open app → Camera icon → Snap receipt photo → Auto-extracts data | • Takes photo of receipt using mobile app • SmartScan OCR extracts merchant, date, amount, and currency with 99% accuracy, even on crumpled receipts | |
Forward receipt to receipts | • Any email sent or forwarded to this address automatically creates an expense • supports PDF and image attachments | |
Text receipt photo to 47777 (US only) | • Sends receipt image via text message • requires phone number registered as contact method in Expensify |