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Esta guía cubre todas las funciones de Expensify:
- Empezando — Crear cuenta y configuración básica
- Cómo utilizar el proceso de gestión de gastos — Track spending end to end without manual data entry
- Cómo utilizar los informes de gastos — Group expenses into tidy reports in under a minute
- Cómo utilizar las ofertas de viaje — Book flights and hotels that sync back automatically
- Cómo usar la tarjeta Expensify — Get up to 2% cash back and automatic receipt matching
- Cómo usar chats sencillos — Ask and answer expense questions without leaving the app
- Cómo usar el escaneo de recibos — SmartScan pulls vendor, date, and amount from any photo
- Cómo usar el pago de facturas y la facturación — Handle money going out and coming in from one place
- Cómo utilizar los reembolsos globales — Pay back staff abroad in their own currency
- Cómo utilizar la integración con otros programas — Connect QuickBooks, Xero, or NetSuite for real-time reconciliation
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I have run my own expenses through Expensify for two years. Every step here comes from real use, not a press kit.
Expensify is one of the best known expense management tools for businesses of any size.
Most users only ever scan receipts and stop there.
This Expensify step-by-step guide shows you how to use every part of the platform.
Short steps, real screenshots, and the shortcuts I actually use.
El YouTube clips below come from my own account, not a vendor demo.
Tutorial de Expensify
This How to Use Expensify tutorial walks through the whole platform, from your first login to contabilidad sincronización.
Expensificar
Stop chasing paper receipts every month end. Expensify scans, codes, and submits expenses for you, then pays people back automatically. Paid plans start at $5 per member, per month.
Primeros pasos con Expensify
Expensify requires users to sign up before anything else works.
The whole setup takes about three minutes.
Here is my honest walkthrough of the first session:
Ahora vamos a desglosar cada paso.
Paso 1: Crea tu cuenta
Visit the Expensify website and click Sign Up.
Enter your email or phone number and set a password.
Choose whether this is an individual or negocio cuenta.
✓ Control: Comprueba tu bandeja de entrada for the confirmation link.
Step 2: Access the App or Web Dashboard
Expensify works in any browser, and the mobile app covers iOS y Android.
Log in on whichever device you carry to meetings.
Así es como se ve:
✓ Control: You should see recent transactions and pending reports.
Paso 3: Crea tu primer espacio de trabajo
Open Workspaces and click New Workspace.
Add your expense categories and set basic company policies here.
Invite employees so they can join and submit their own claims.
From here you can manage expenses for one person or a whole department.
✅ Hecho: Estás listo para usar cualquiera de las funciones a continuación.
Cómo utilizar el proceso de gestión de gastos de Expensify
Proceso de gestión de gastos lets you run your whole expense management process in one place instead of five spreadsheets.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abre tu espacio de trabajo
Click Workspaces in the left menu.
Pick the workspace that holds your team’s expenses.
Step 2: Set Your Expense Categories
Open Categories and match them to your chart of accounts.
Así es como se ve:
✓ Control: Your categories appear as options on every new expense.
Step 3: Turn On Scheduled Submit
Scheduled Submit compiles and sends reports to your manager automatically.
✅ Resultado: Every expense now lands in the right bucket the moment it is created.
💡 Consejo profesional: Set the same categories across departments temprano. Consistent coding is what makes later reports accurate.
Clean coding cuts review time, reducing the back-and-forth with finance every month.
Cómo usar los informes de gastos de Expensify
Informes de gastos lets you bundle loose expenses into clean expense reports your finance team will actually approve.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Crear un nuevo informe
Click Reports, then New Report.
Give it a name your manager will recognise later.
Step 2: Add Your Expenses
Select the expenses you want and add them to the report.
Así es como se ve:
✓ Control: Expensify flags policy violations and duplicate entries before you submit.
Paso 3: Enviar para revisión
Hit Submit and the report moves to your approver.
✅ Resultado: You have a submitted report with a clear auditoría trail attached.
💡 Consejo profesional: Fix flagged items before submitting. Reports with zero violations get approved far faster.
The system checks each line against company policies, ensuring compliance before anyone approves expenses.
Cómo usar las ofertas de viaje de Expensify
Ofertas de viaje lets you book viajar and sync every booking straight into your expense reports.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra la pestaña Viajes
Select Travel from the main navigation.
Step 2: Search and Compare Offers
Enter your dates and compare the trip offers shown.
Así es como se ve:
✓ Control: Your flight or hotel shows up as a pending expense.
Step 3: Confirm the Booking
Book directly and the itinerary syncs to your account.
✅ Resultado: Travel spending is captured before you even leave the office.
💡 Consejo profesional: Book through the travel tab rather than an outside site. It saves you re-entering the receipt later.
Cómo usar la tarjeta Expensify
Tarjeta Expensify lets you earn cash back while receipts attach themselves to each swipe.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Apply From the Cards Menu
Open Cards and request the Expensify Card.
Approval runs on your business bank balance.
Step 2: Assign Cards to Employees
Issue a card and set a monthly limit per person.
Así es como se ve:
✓ Control: Card transactions show in the dashboard within seconds.
Step 3: Review Live Transactions
Each swipe appears instantáneamente with a receipt request attached.
✅ Resultado: You earn up to 2% cash back on all USD spend.
💡 Consejo profesional: The cash back can cut your monthly bill by up to 50%. It effectively pays for the subscription.
Cómo usar los chats fáciles de Expensify
Charlas fáciles lets you settle expense questions in a chat thread instead of a long email chain.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra el panel de chat.
Click the chat icon beside any report.
Step 2: Mention the Right Person
Type @ and select your manager or approver.
Así es como se ve:
✓ Control: The thread sits permanently on that report for future reference.
Step 3: Attach Context
Drop the receipt or invoices into the thread as proof.
✅ Resultado: Questions get resolved without anyone digging through past emails.
💡 Consejo profesional: Ask about a rejection inside the report chat. The reviewer sees the expense and your pregunta juntos.
The same chat functionality works in the mobile app, so answers reach you between meetings.
How to Use Expensify Receipt Scanner
Escaneo de recibos lets you turn a photo of a crumpled receipt into a coded expense in seconds.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Snap the Receipt
Open the mobile app and tap the green camera button.
SmartScan technology extracts the vendor, date, and amount for you.
Step 2: Forward Digital Receipts
Email PDF receipts to receipts@expensify.com from your registered address.
Así es como se ve:
✓ Control: The receipt appears as a coded expense with the image attached.
Step 3: Confirm the Details
Check the scanned fields and adjust the category if needed.
✅ Resultado: You can say goodbye to typing amounts off paper slips.
💡 Consejo profesional: Scan at the table, not at month end. Receipts scanned late are the main source of errors.
Cómo usar Expensify para el pago de facturas y la facturación
Pago de facturas y facturación lets you pay vendor bills and send client invoices from the same system.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Forward the Vendor Bill
Send the bill to your workspace email address.
Step 2: Route It for Approval
The bill follows the same approval workflows as expenses.
Así es como se ve:
✓ Control: The invoice status updates from sent to paid on its own.
Paso 3: Crear y enviar una factura
Open Invoices, add line items, and send it directly to your client.
✅ Resultado: Payables and receivables sit next to your expense datos.
💡 Consejo profesional: Set a default payment term on invoices. Chasing late clients gets much easier with a fixed due date.
Cómo utilizar los reembolsos globales de Expensify
Reembolsos globales lets you reimburse employees in other countries without wiring money manually.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Verify Your Bank Account
Connect and verify the business account you will pay from.
Step 2: Enable Global Reimbursement
Switch it on in workspace settings and pick the countries you need.
Así es como se ve:
✓ Control: The report status changes to Reimbursed with a payment date.
Step 3: Approve and Pay
Approve expenses and click Reimburse to release funds.
✅ Resultado: Overseas employees get paid on the same schedule as local staff.
💡 Consejo profesional: Ask remote staff to confirm bank details once a year. Stale details cause most failed payments.
Expensify absorbs the currency complexities, so your team never handles a manual wire form.
Cómo usar la integración de Expensify con otro software
Integración con otro software lets you sync approved spending into your accounting software without exporting a single file.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Connections Tab
Go to workspace settings and select Accounting.
Step 2: Authorise Your Accounting Tool
Choose QuickBooks, Xero, or NetSuite and log in to authorise access.
Así es como se ve:
✓ Control: A test expense appears in your accounting software within minutes.
Paso 3: Mapea tus campos
Match Expensify categories to your existing accounts and classes.
✅ Resultado: Your books stay up to date without any manual export.
💡 Consejo profesional: Map categories before importing history. Remapping after a large sync is slow and painful.
One connection is enough to streamline how financial data moves between the two systems.
Consejos y atajos profesionales de Expensify
After two years on the platform, these are the tips I give every new user.
They let you focus on the work instead of the paperwork.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Abrir búsqueda | Ctrl + K |
| Crear un nuevo gasto | Ctrl + Mayús + N |
| Jump to chat | Ctrl + J |
| Submit current report | Ctrl + Enter |
Características ocultas que la mayoría de la gente pasa por alto
- GPS mileage tracking: Track mileage from your phone and it calculates reimbursement at current IRS rates.
- Smart Policy Enforcement: Flags spending violations and missing documentation before a report ever reaches your manager.
- Budget alerts: Set budgets per category and get real-time warnings when a department overspends.
- Tailored reports: Filter the dashboard by project, date, or person to identify trends in your financial operations.
The benefits view below is worth checking during setup:
Errores comunes que debes evitar al usar Expensify
Mistake #1: Saving Receipts for Month End
❌ Incorrecto: Stuffing receipts in a drawer and scanning them all in one painful evening.
✅ Derecha: Snap each receipt at the table. SmartScan technology handles the rest in seconds.
Mistake #2: Inventing Categories on the Fly
❌ Incorrecto: Letting every employee type their own category names into the system.
✅ Derecha: Establish a fixed category list that matches your accounting software exactly.
Mistake #3: Skipping the Approval Setup
❌ Incorrecto: Approving everything yourself and creating a bottleneck across departments.
✅ Derecha: Build approval workflows with rules that route expenses to the right manager.
Solución de problemas de Expensify
Problem: SmartScan Returns the Wrong Amount
Causa: Faded thermal paper or a folded receipt confuses the scan.
Arreglar: Flatten the receipt, use good light, and edit the amount manually if accuracy still slips.
Problem: Expenses Are Not Syncing to Accounting Software
Causa: A category exists in Expensify that has no matching account in QuickBooks o Xero.
Arreglar: Open the connections tab and remap the unmatched categories, then re-run the sync.
Problem: Reimbursement Is Stuck as Pending
Causa: The business bank account has not finished verification.
Arreglar: Confirm the micro-deposits in your bank, then release the payment again.
📌 Nota: If none of these fix your issue, contact Expensify support.
¿Qué es Expensify?
Expensificar is an expense management platform that automates how businesses track and reimburse spending.
Think of it like a finance asistente that reads every receipt for you.
Mira este breve resumen:
Incluye estas características clave:
- Proceso de gestión de gastos: Handles capture, coding, and approval in one connected workflow.
- Informes de gastos: Compiles multiple expenses into one submission with violation flags built in.
- Ofertas de viaje: Books travel inside the platform and pulls itineraries into expenses.
- Tarjeta Expensify: A Visa Commercial Card with cash back and real-time coding.
- Charlas sencillas: Built-in chat attached to every report, expense, and workspace.
- Escaneo de recibos: SmartScan technology reads receipts and codes them automatically.
- Pago de facturas y facturación: Vendor bill payment plus client invoicing with tracked status.
- Reembolsos globales: Direct reimbursement to international bank accounts.
- Integración con otro software: Two-way sync with QuickBooks, Xero, NetSuite, y más.
Seguridad matters here too. Expensify keeps enterprise-grade protection and supports two-factor authentication on every account.
Para una revisión completa, consulte nuestra Reseña de Expensify.
Precios de Expensify
Esto es lo que cuesta Expensify en 2026:
Paid plans are simple, starting at $5 per member, per month.
| Plan | Precio | Mejor para |
|---|---|---|
| Recolectar | $5/miembro/mes | Small teams that need scanning, reports, and reimbursement |
| Control | Comienza en $9/miembro/mes | Larger businesses needing multi-level approval and NetSuite sync |
Prueba gratuita: Yes. You can test the paid features before paying anything.
Garantía de devolución de dinero: No formal guarantee, but plans are billed monthly and cancellable.
💰 Mejor relación calidad-precio: Collect at $5/member/month — it covers the daily process for most small businesses.
Pair it with the Expensify Card and cash back can cut your bill by up to 50%.
Expensify frente a alternativas
¿Cómo se compara Expensify? Este es el panorama competitivo:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Expensificar | Gastos automatización | $5/mes | ⭐ 4.1 |
| Rompecabezas IO | Contabilidad para empresas emergentes | $0/mes | ⭐ 3.5 |
| Dext | Captura de recibos | $25.21/mes | ⭐ 4.3 |
| Xero | Pequeña empresa books | $5.80/mes | ⭐ 4.5 |
| Synder | Sincronización de comercio electrónico | $52/mes | ⭐ 4.1 |
| Fin de mes fácil | Close checklists | $45/mes | ⭐ 3.8 |
| Docyt | AI teneduría de libros | $299/mes | ⭐ 4.0 |
| Sabio | Established firms | Gratis/mes | ⭐ 4.2 |
Selecciones rápidas:
- Mejor en general: Expensify — fastest path from receipt to reimbursement.
- Mejor presupuesto: Ola — free invoicing and books for solo operators.
- Ideal para principiantes: QuickBooks — familiar interface and endless tutorials.
- Ideal para empresas: NetSuite — full ERP depth across finance and projects.
🎯 Alternativas a Expensify
¿Buscas alternativas a Expensify? Aquí tienes las mejores opciones:
- 🚀 Rompecabezas IO: Automated accounting built for venture-backed startups that want real-time books.
- 💰 Destreza: Strong document capture for bookkeepers handling many client files at once.
- 🎨 Xero: Full double-entry accounting with bank feeds and a large app marketplace.
- ⚡ Sínder: Syncs Stripe, Shopify, and PayPal sales into your accounting software.
- 🔒 Fin de mes fácil: Keeps your month-end close organised with structured task tracking.
- 🧠 Docyt: AI teneduría de libros aimed at multi-location businesses with heavy transaction volume.
- 👶 Sabio: Long-standing accounting suite with a free individual tier to start on.
- 🏢 Libros de Zoho: Solid accounting that fits neatly beside the rest of the Zoho suite.
- 🔧 Ola: Free invoicing and accounting for trabajadores autónomos watching every dollar.
- 🌟 Hubdoc: Pulls statements and bills from suppliers automatically each month.
- ⭐ QuickBooks: The default accounting choice for a huge share of US small businesses.
- 🎯 Entrada automática: Cheap, accurate extraction of invoices and receipts for contadores.
- 💼 FreshBooks: Facturación y seguimiento del tiempo aimed squarely at service businesses.
- 📊 NetSuite: Full enterprise ERP covering finance, inventory, and reporting at scale.
Para ver la lista completa, consulte nuestra Alternativas a Expensify guía.
⚔️ Comparativa de Expensify
Así es como Expensify se compara con cada uno de sus competidores:
- Expensify vs Puzzle IO: Puzzle IO handles the ledger itself. Expensify wins on receipts, cards, and reimbursement.
- Expensify frente a Dext: Dext is a capture tool. Expensify adds cards, approval workflows, and payments on top.
- Expensify frente a Xero: Xero keeps the books. Expensify feeds it clean expense data, so most teams run both.
- Expensify frente a Synder: Synder is built for sales data. Expensify is built for employee spending.
- Expensify vs. Fin de mes fácil: Easy Month End manages the close. Expensify manages the expenses feeding into it.
- Expensify frente a Docyt: Docyt costs far more per month. Expensify is cheaper for pure expense management.
- Expensify frente a Sage: Sage runs your accounts. Expensify handles the receipts and mileage Sage never sees.
- Expensify frente a Zoho Books: Zoho Books bundles more modules. Expensify beats it on mobile receipt scanning.
- Expensify frente a Wave: Wave is free but basic. Expensify adds cards, policies, and approval routing.
- Expensify frente a Hubdoc: Hubdoc only collects documents. Expensify also reimburses and enforces company policies.
- Expensify frente a QuickBooks: QuickBooks is accounting software. Expensify is an expense management platform that syncs into it.
- Expensify vs. AutoEntry: AutoEntry extracts data only. Expensify covers the full submit-and-reimburse process.
- Expensify frente a FreshBooks: FreshBooks is better at billing clients. Expensify is better at controlling staff spending.
- Expensify vs NetSuite: NetSuite is a whole ERP. Expensify plugs into it as the expense layer.
Empiece a usar Expensify ahora
Aprendiste a usar todas las funciones principales de Expensify:
- ✅ Proceso de gestión de gastos
- ✅ Informes de gastos
- ✅ Ofertas de viaje
- ✅ Tarjeta Expensify
- ✅ Chats fáciles
- ✅ Escaneo de recibos
- ✅ Pago de facturas y facturación
- ✅ Reembolsos globales
- ✅ Integración con otros programas
Siguiente paso: Elige una función y pruébala ahora.
La mayoría de la gente empieza escaneando los recibos.
It takes less than five minutes and removes the worst part of the job.
Preguntas frecuentes
¿Cómo puedo presentar mis gastos usando Expensify?
Add your expenses to a report, then click Submit. The report routes to your approver automatically. Scheduled Submit can do this for you every week.
¿Es fácil aprender a usar Expensify?
Yes. Most users scan their first receipt within minutes. Approval workflows and integrations take a little longer, but the core process is simple.
¿Cuál es la forma más sencilla de llevar un registro de los recibos?
Snap each receipt with the mobile app straight after paying. SmartScan technology reads the details, so nothing depends on you remembering later.
¿Cómo puedo empezar a usar Expensify?
Visit the site and click Sign Up. Enter your email or phone number, choose individual or business, then create your first workspace.
¿Cómo utilizo Expensify?
Scan receipts, group them into expense reports, and submit for approval. Connect your accounting software so approved spending syncs automatically.
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