Expensify

AUTOMATING RECEIPT AND EXPENSE MANAGEMENT IN THE CLOUD FOR FIRMS AND THEIR CLIENTS

While outsourced finance and accounting solutions have helped reinvigorate the client accounting space in recent years, many pain points remain, including outdated methods of approving client receipts and travel expenses.

Everyone hates expense reports, but keeping track of expenses for clients is crucial for firms offering outsourced client accounting services. As firms need to accurately manage clients’ spends and maintain the client’s financial health, the successful ones are increasingly implementing automated tools for their clients to lower costs, reduce human error, strengthen processes, and improve the lives of both clients and firms. With advanced cloud technology and automation, firms can provide clients with action-driven, intelligent financial data for shaping future decisions.

CPA.com and Expensify have partnered to bring the industry’s leading expense reporting solution to firms looking to simplify and automate their receipt and expense management process. Expensify’s unique combination of simplicity, power, and user-centric design makes it the preferred expense management solution for bookkeepers, accountants, and firms of all sizes, including the Top 500, and their clients. Expensify allows CPA firms to manage client expenses and reconcile corporate credit cards in a single console using real-time, continuously updated information.

Using cloud technology, Expensify’s web and mobile app allows clients to track their receipts on the go, dramatically reducing manual processes and lowering cost (by up to 83%*). Firms benefit from Expensify’s powerful automation features, which reduce human error, increase efficiency, and lowers the time and cost it takes to process and reconcile each report. The result? Clients get a user-friendly experience that incentivizes them to turn in their paperwork, and Firms can take advantage of a powerful cloud-based tool that simplifies their job and allows their clients to make data-driven decisions that can help shape the future of their company.

*Expensify clients report that using Expensify reduces time spent on receipt submissions, approvals, and reimbursements by 83 percent.

 

CPA.COM OFFERS:

Education, Account Management, Experience, Firm Adoption,
Guidance, Tools, Resources and Strategy.

 

 

 

ExpensifyApproved! Partner Program

The ExpensifyApproved! partnership program helps you become an expert in Expensify, so you can provide more value to your clients while spending less time manually tracking receipts and spreadsheets. ExpensifyApproved! partners benefit from hands-on training, assistance onboarding your first client, and a dedicated account manager at Expensify to support you and your clients.

ExpensifyApproved! Partners benefit from:

 
 

 

 

Discounts
Preferential savings for your firm and your clients, up to 30%

Training
Firm-wide training and assistance with client onboarding, based on your firm's needs

Support
Free expedited support for you and your clients

Marketing
Co-branded marketing materials

Networking
Exclusive networking opportunities including invitations to sponsored industry events and ExpensiCon

 
 

 

 

Eliminate manual data entry with Expensify’s automated, one-click expense reports.

Here’s what Expensify can do for you and your clients:

 

 

Automatic Reporting & Submitting

Expense reports are finished with one tap. SmartScan your receipt and Expensify will code and report the expense for you before finally auto-submitting it for approval.

Automatic Approval

Your unique company policies are analyzed to determine which expenses actually need a manager's review. The rest — like that $3 coffee — are automatically approved.

Automatic Reimbursement

As soon as reports are fully approved, our rapid reimbursement system delivers the money back in the employee's bank account the next day. They'll love you for it!

Automatic Accounting Sync

Any changes made in your accounting system – from new expense accounts to employees and departments – are automatically synced with Expensify in realtime. Direct integration with Intacct and other accounting software.

 

 

 

Corporate Card Reconciliation

Automate receipt matching and categorization for company card transactions to skillfully manage your clients’ expenses and save time for everyone involved.

Centrally manage all of your clients' expenses

No more back-and-forth about missing receipts over the phone and email. Streamline the way your clients track receipts and report expenses directly in Expensify.

 

 

 

 

 

 

"Choosing the appropriate technology to offer your clients can be a challenge. Expensify has made it seamless. Our clients have embraced the mobile app. The powerful functionality that Expensify offers helps to increase accuracy and efficiency, which saves many hours. BDO chose to partner with Expensify because it's great fit for all size clients and covers multiple accounting platforms. We look forward to our continued growth and partnership with Expensify.”

– Deborah Defer, Managing Director

BDO USA Business Services & Outsourcing

 

 

 

See and hear how this program is making an impact in today's firms

 

Expense Reporting Challenges

Learn how you can implement Expensify's solution to help your clients of all sizes alleviate their expenses.

Expensify Testimonial - Aaron Berson, CPA - Part 1

Aaron Berson of EisnerAmper LLP discusses the value of automating the expense management process.

Expensify Testimonial - Aaron Berson, CPA - Part 2

Aaron Berson of EisnerAmper LLP shares why they selected Expensify as their expense management solution.

 

 

CPA.com Offers Your Firm Support and Strategy

 
 

 

 

CPA.com

IMPLEMENTATION
SIMPLIFIED

 

We’ll get you up running in no time.

CONTACT US

Educate firms on how to efficiently fulfill their clients' expense management needs

Experience in working with thousands of firms that have adopted cloud technology

 

 

 

Provide resources to help firms build out their practice

Connect firms to the resources they need to be successful

 

 

 

THE POWER OF SMART BUSINESS

The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development.

CPA.com is your primary source for taking the complexity out of moving your Firm into the digital arena - enabling you to focus on growing your business with the smartest solutions in our industry.

To learn more about Expensify, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.