Expensify is a comprehensive spend management platform that automates expense reporting, receipt scanning, corporate card reconciliation, travel booking, invoicing, and reimbursement workflows for businesses of all sizes. Built around SmartScan OCR technology and the Concierge AI — a three-layer framework of Deep AI (receipt processing), Surface AI (conversational automation), and Elevated AI (proactive insights) — Expensify eliminates manual data entry and integrates seamlessly with accounting systems including QuickBooks, Xero, NetSuite, Sage Intacct, and Workday. The platform spans mileage tracking, corporate travel booking at a flat $15/trip fee, unlimited virtual Expensify Cards with department-level budget controls, and global reimbursement in 190+ countries. Whether capturing receipts via photo, email, or SMS, or enforcing AI-powered prohibited-expense policies, 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 19 focused tables and 175 indexed concepts. Below is a complete table-by-table outline of this topic, spanning foundational concepts through advanced details.
Table 1: Receipt Capture Methods
Getting receipts into Expensify quickly and accurately is the foundation of any expense workflow. SmartScan processes billions of receipts and supports every input channel from mobile photo to email forwarding, so there's always a method that fits the moment.
| 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 | |
Drag image/PDF file onto Expenses page in web app | • Bulk upload multiple receipts at once through web interface • processes each file with SmartScan | |
Settings → Wallet → Import Bank/Card → Select bank | • Automatically imports transactions from 10,000+ banks worldwide • creates expenses from card transactions daily |