Centrally manage your clients’ receipts and expenses

CPA.com and Expensify

Elevate Your Practice

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Tailoring Your Tech Stack: Trends For Today's CAS Practice

Success Story

Why HPC chooses Expensify: Getting Down to Core Business

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Why EisnerAmper chooses Expensify: Aaron Berson, CPA

Automated preaccounting in the cloud for firms

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solutions have helped reinvigorate the client accounting space in recent years, many pain points remain, including outdated methods of approving client receipts and travel expenses.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. Successful firms are increasingly implementing automated tools to lower costs, reduce human error, strengthen processes, and improve the lives of both clients and accountants alike. 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 both firm-wide and for clients. 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%*). Expensify's unique combination of simplicity, power, and user-centric design makes it the preferred expense management solution.

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

CPA.com provides Education, Guidance, Tools, Resources and Strategy.

Expensify­Approved! Partner Program

The Expensify­Approved! Partner Program helps accountants become experts in Expensify, in order to provide more value to clients while spending less time manually tracking receipts and spreadsheets.

As an Expensify­Approved! partner, accountants get:

Discounts

Preferential savings for your firm and your clients. Adopt Expensify firm-wide and get an additional 5% for both firm and client use, up to 30%.

Training

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

Support

Free expedited support for you and your clients.

Marketing

Co-branded marketing materials.

Networking

Exclusive networking opportunities including invitations to sponsored industry, including ExpensiCon.

Tools

Client management tools to help manage and track your clients' expenses in one central portal.

From receipt scanning to reimburse-ment, Expensify automates every step of the preaccounting process.

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

Automatic Reporting & Submitting

Expense reports are built automatically with one tap. Clients SmartScan their receipt and Expensify will code, reconcile, and report the expense before auto-submitting it for approval.

Automatic Approval

Your clients’ unique company policy is analyzed to determine which expenses actually need your review. The rest — like that $3 coffee — are automatically approved.

Automatic Reimbursement

As soon as reports are fully approved, Expensify’s rapid reimbursement system delivers the money back in the client’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. Expensify offers a direct integration with Sage Intacct, Bill.com, and accounting software for your convenience.

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.

CPA.com and Expensify

Elevate Your Practice

The Expensify Card

The world's smartest corporate card, with the highest spend and safest limits, guarded by our industry-first daily settlement and realtime compliance features.

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Testimonial

"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 becoming Expensify­Approved! is making an impact in today's firms

Jim Bourke - Expensify - ENGAGE 2018

Jim Bourke, Partner at Withum, Smith & Brown, PC. Explains why his firm uses Expensify as their expense management solution.

Efficiencies of New Technologies - Jim Boomer

Jim Boomer, CEO of Boomer Consulting, Inc., discusses the benefits of automating the expense management process.

Only CPA.com offers your firm this level of Expensify support and strategy

Educate firms on ways to increase productivity, visibility and control with Expensify
Experience in working with thousands of firms that have adopted cloud technology
Provide consultative advice to help firms build out their strategy
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 decision-makers in business today. Firms are rethinking their strategies for tax, accounting and finance departments.

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 from CPA.com, please email inquire@hq.cpa.com or by calling 1.855.855.5CPA.

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We’ll get you up running in no time.