Démarrage rapide
Ce guide couvre toutes les fonctionnalités d'Expensify :
- Commencer — Créez votre compte et configurez votre espace de travail
- Comment utiliser le processus de gestion des dépenses — Track and manage expenses from one dashboard
- Comment utiliser les notes de frais — Build and submit tailored reports in minutes
- Comment utiliser les offres de voyage — Book travel and sync expenses automatically
- Comment utiliser la carte Expensify — Earn cash back and eliminate manual data entry
- Comment utiliser la numérisation des reçus — Capture receipts with SmartScan technology
- Comment utiliser Easy Chats — Message teammates and split expenses in one place
- Comment utiliser le paiement de factures et la facturation — Send invoices and pay bills from one place
- Comment utiliser les remboursements internationaux — Reimburse employees worldwide directly
- Comment utiliser l'intégration avec d'autres logiciels — Sync financial data with accounting software
Temps nécessaire : 5 minutes par fonctionnalité
Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives
Pourquoi faire confiance à ce guide ?
I’ve used Expensify for over two years and tested every feature covered here. This how to use Expensify tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
Expensify is one of the most powerful expense management platforms available today.
Mais la plupart des utilisateurs n'exploitent qu'une infime partie de ses possibilités.
Ce guide vous montre comment utiliser chaque fonctionnalité principale.
Étape par étape, avec captures d'écran et conseils de pro.
Tutoriel Expensify
This complete Expensify tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user. Each Expensify step is explained with clear instructions so you can follow along on any device.
Expensify
Dites adieu au manuel données entry and messy spreadsheets. Expensify automates expense reports, receipt scanning, and reimbursements so your team can focus on real work. Start your free trial today — no credit card needed.
Premiers pas avec Expensify
Avant d'utiliser toute fonctionnalité, veuillez effectuer cette configuration unique.
Cela prend environ 3 minutes.
Regardez d'abord ce bref aperçu :
Passons maintenant en revue chaque étape.
Étape 1 : Créez votre compte
Go to Expensify’s website and click “Get Started.”
Sign up using your email or phone number.
Choisissez entre une option individuelle ou entreprise account setup.
Individual accounts are great for freelancers who need to track personal expenses.
Entreprise accounts give you access to team workspaces and approval workflows.
✓ Point de contrôle: Vérifiez votre boîte de réception pour recevoir un courriel de confirmation.
Étape 2 : Aménagez votre espace de travail
After registration, you gain access to a centralized dashboard.
The dashboard displays recent transactions and pending reports.
Create a workspace to organize expenses for your team.
Voici à quoi ressemble le tableau de bord :
✓ Point de contrôle: Vous devriez voir le tableau de bord principal avec votre espace de travail.
Step 3: Configure Expense Categories and Policies
Customize expense categories to match your company policies.
Establish approval workflows so the right manager reviews each report.
Enable two-factor authentication to keep your account secure.
✅ Terminé : Vous êtes prêt à utiliser n'importe quelle fonctionnalité ci-dessous.
Comment utiliser le processus de gestion des dépenses Expensify
Processus de gestion des dépenses lets you track and manage expenses from a single dashboard, reducing errors and keeping financial data up to date.
This is the core of how to use Expensify for day-to-day spending control.
Whether you’re managing expenses for a small team or an entire office, this feature handles the complexities of tracking every dollar.
Voici comment l'utiliser étape par étape.
Watch Expense Management Process in action:
Maintenant, décomposons chaque étape.
Étape 1 : Ajouter une nouvelle dépense
Appuyez sur le bouton vert « + » sur le tableau de bord.
Select “New Expense” and enter the amount, date, and category.
You can also link a credit card to auto-import transactions.
Step 2: Assign the Expense to a Project or Department
Select a tag or department for the expense.
This helps you identify trends in spending across projects.
The system automatically flags potential policy violations.
✓ Point de contrôle: You should see the expense listed under the correct category.
Step 3: Review and Approve Expenses
The platform routes expenses to the appropriate manager based on predefined rules.
Managers can approve expenses directly from the dashboard or mobile app.
✅ Résultat : Your expense is tracked, categorized, and ready for approval — no spreadsheet needed.
💡 Conseil de pro : Link your corporate or personal credit cards so transactions import automatically. This eliminates manual data entry and keeps your spending records up to date in real time.
Comment utiliser les notes de frais Expensify
Notes de frais lets you compile multiple expenses into tailored reports and submit them for reimbursement with a few taps.
Creating expense reports used to mean hours of manual data entry and chasing down receipts.
Expensify automates this entire process so you can focus on your actual work.
Voici comment l'utiliser étape par étape.
Découvrez les notes de frais en action :
Maintenant, décomposons chaque étape.
Étape 1 : Créer un nouveau rapport
Allez dans l'onglet Rapports et appuyez sur « Nouveau rapport ».
Give the report a name, such as “March Voyage Expenses.
Étape 2 : Ajouter les dépenses au rapport
Select the expenses you want to include from your expense list.
Expensify automatically flags duplicate entries and policy violations during this process.
✓ Point de contrôle: You should see all selected expenses listed inside the report.
Step 3: Submit the Report
Vérifiez le total et appuyez sur « Soumettre ».
The report goes directly to the assigned approver in your workflow.
✅ Résultat : Your expense report is submitted and routed for approval — no printing or emailing needed.
💡 Conseil de pro : Turn on Scheduled Submit to have Expensify compile and send reports to your manager automatically on a set date. This ensures nothing falls through the cracks, even when you’re busy with travel.
Comment utiliser les offres de voyage Expensify
Offres de voyage lets you book flights, hotels, and rentals and sync those expenses to your reports automatically.
Voici comment l'utiliser étape par étape.
Découvrez les offres de voyage en action :
Maintenant, décomposons chaque étape.
Étape 1 : Ouvrez l’onglet Voyage
Navigate to “Travel” from the main menu.
The Expensify mobile app integrates with various travel services.
Step 2: Search and Book Your Trip
Enter your destination, dates, and preferences.
Compare offers and select the best option for your budget.
✓ Point de contrôle: You should see a booking confirmation on your screen.
Step 3: Sync Travel Expenses
Booked travel expenses sync to your account automatically.
No need to enter receipts for flights or hotels manually.
✅ Résultat : Your travel is booked and the expense is already in your report — ensuring compliance with company policies.
💡 Conseil de pro : Set travel policies in your workspace before employees start booking. This way, the platform enforces spending limits and preferred vendors automatically, reducing out-of-policy bookings.
Comment utiliser Expensify ? Carte Expensify
Carte Expensify lets you earn up to 2% cash back on all USD spending while eliminating the complexities of receipt collection.
Voici comment l'utiliser étape par étape.
Découvrez la carte Expensify en action :
Maintenant, décomposons chaque étape.
Step 1: Request the Expensify Card
Accédez aux Paramètres et sélectionnez « Carte Expensify ».
Follow the prompts to apply for the Expensify Visa® Commercial Card.
Étape 2 : Fixer des limites de dépenses
Your admin can set per-employee spending limits on each card.
The system enforces company policies on every transaction.
✓ Point de contrôle: You should see the card listed in your wallet with its spending limit.
Step 3: Start Using the Card
Use the card for any business purchase.
Every transaction is imported and categorized automatically on your device.
Using the Expensify Card can help save up to 50% on your monthly bill.
✅ Résultat : Purchases are logged immédiatement with no manual data entry — and you earn cash back on every dollar spent.
💡 Conseil de pro : The cash back from your Expensify Card can offset your subscription cost. Businesses with heavy spending can essentially use Expensify for free.
Comment utiliser les conversations faciles d'Expensify
Discussions faciles lets you message coworkers and split expenses directly inside the Expensify interface.
Voici comment l'utiliser étape par étape.
Découvrez Easy Chats en action :
Maintenant, décomposons chaque étape.
Step 1: Open the Chat Tab
Tap “Chat” from the bottom navigation bar.
Start a new conversation with any individual or group, or join an existing thread.
Step 2: Share or Split an Expense
Inside the chat, tap the “+” icon to add an expense.
Select “Split” to divide costs among employees in the group.
✓ Point de contrôle: You should see the split amount assigned to each person.
Step 3: Request or Send Payment
Tap “Request” to ask for money or “Send” to pay someone back.
Payments process directly through the platform.
✅ Résultat : Expenses are split and settled right inside the conversation — no separate app needed.
💡 Conseil de pro : Use group chats for recurring team dinners or office supplies. Everyone in the chat gets notified and can settle their share from any device, making the process easier for the whole team.
Comment utiliser la numérisation des reçus Expensify
Numérisation des reçus lets you snap photos of receipts using SmartScan technology, which automatically extracts the vendor, date, and amount.
This is the feature most users start with because it saves the most time from day one.
No more typing receipt details by hand or losing paper slips in your wallet.
Voici comment l'utiliser étape par étape.
Regardez la numérisation des reçus en action :
Maintenant, décomposons chaque étape.
Step 1: Capture the Receipt
Open the mobile app and tap the camera icon.
Point your phone at the receipt and snap a photo.
SmartScan technology reads the receipt details automatically.
Step 2: Verify the Extracted Data
Review the vendor name, amount, and date that SmartScan pulled.
Edit any field if needed to ensure accuracy.
✓ Point de contrôle: You should see the expense auto-filled with the correct details.
Step 3: Categorize and Save
Select the right expense category from the dropdown.
Tap “Save” to add the receipt to your expense list.
✅ Résultat : Your receipt is scanned, categorized, and stored — goodbye to shoeboxes full of paper receipts.
💡 Conseil de pro : Forward digital receipts from your email to receipts@expensify.com. The platform processes them automatically, so you never have to open the app for online purchases.
Comment utiliser le service de paiement et de facturation d'Expensify
Paiement des factures et facturation lets you send invoices to clients and pay vendor bills from one centralized platform.
Most businesses use separate tools for invoicing and bill payments.
Expensify combines both into the same system you already use for expenses, making it easier to keep all financial operations in one place.
Voici comment l'utiliser étape par étape.
Découvrez le paiement des factures et la facturation en action :
Maintenant, décomposons chaque étape.
Étape 1 : Créer une facture
Go to the “Invoices” section and tap “New Invoice.”
Add the client’s email, line items, and payment terms.
Étape 2 : Envoyer la facture
Review the invoice details and tap “Send.”
The client receives the invoice via email with a payment link.
✓ Point de contrôle: You should see the invoice listed as “Sent” in your dashboard.
Step 3: Pay a Vendor Bill
Upload or forward a vendor bill to the Bills section.
Review the amount and schedule payment directly from Expensify.
✅ Résultat : Invoices are sent and bills are paid from one place — keeping your financial operations organized.
💡 Conseil de pro : Set up automatic payment reminders for overdue invoices. This saves time chasing clients and keeps your cash flow healthy without any extra effort.
Comment utiliser les remboursements internationaux d'Expensify
Remboursements globaux lets you reimburse employees in multiple countries directly through the platform.
If your business has remote workers or offices in different countries, this feature is essential.
It removes the need for manual wire transfers and third-party payment services.
Voici comment l'utiliser étape par étape.
Découvrez Global Reimbursements en action :
Maintenant, décomposons chaque étape.
Étape 1 : Activer les remboursements globaux
Go to your workspace settings and select “Reimbursement.”
Toggle on “Global Reimbursements” and add your bank details.
Step 2: Verify Employee Bank Information
Each employee adds their local bank account in their profile.
Expensify supports reimbursements in multiple currencies.
✓ Point de contrôle: You should see the employee’s bank status as “Verified.”
Step 3: Process the Reimbursement
Once the expense report is approved, tap “Reimburse.”
Funds transfer directly to the employee’s bank account.
✅ Résultat : Your international team gets reimbursed without wire transfer headaches or past-due delays.
💡 Conseil de pro : Set reimbursement schedules so employees know exactly when they’ll get paid. Consistent timing builds trust and keeps your workflow running smoothly.
Comment utiliser l'intégration d'Expensify avec d'autres logiciels
Intégration avec d'autres logiciels lets you sync Expensify with comptabilité software like QuickBooks, Xero, and NetSuite for real-time reconciliation.
Without this integration, you’d need to export data manually and re-enter it into your books.
This connection keeps your financial data accurate across both systems without extra work.
Voici comment l'utiliser étape par étape.
Watch Integration with Other Software in action:
Maintenant, décomposons chaque étape.
Step 1: Open Integrations Settings
Go to your workspace settings and select “Comptabilité.
Choisissez le logiciel de comptabilité Vous souhaitez vous connecter.
Étape 2 : Autoriser la connexion
Log into your accounting platform when prompted.
Grant Expensify access to sync your financial data.
✓ Point de contrôle: You should see “Connected” next to the accounting app name.
Étape 3 : Cartographier les catégories et exporter
Map your Expensify expense categories to your accounting chart of accounts.
Approved reports export automatically, ensuring your books stay up to date.
✅ Résultat : Expenses flow from Expensify to your accounting software without manual re-entry, reducing errors.
💡 Conseil de pro : Run a test export with a small report first. This catches mapping issues before you process a full month of expenses, saving you time fixing errors later.
Astuces et raccourcis pour les pros d'Expensify
After testing Expensify for over two years, here are my best tips.
Raccourcis clavier
| Action | Raccourci |
|---|---|
| Nouvelle dépense | Ctrl + N (Cmd + N sur Mac) |
| Soumettre un rapport | Ctrl + Entrée |
| Recherche ouverte | Ctrl + K (Cmd + K sur Mac) |
| Accédez aux paramètres | Ctrl + , (Cmd + , on Mac) |
| Attach Receipt | Ctrl + Maj + R |
| Afficher/masquer la barre latérale | Ctrl + B (Cmd + B sur Mac) |
Fonctionnalités cachées que la plupart des gens ignorent
- Transfert des reçus par courriel : Forward any digital receipt to receipts@expensify.com and it gets processed without opening the app. This is a huge time saver for online purchases and subscription renewals that hit your inbox.
- GPS Mileage Tracking: Enable mileage tracking on the mobile app to track mileage based on current IRS rates. The system calculates reimbursement amounts automatically as you drive, so you never have to estimate distances again.
- Custom Policy Rules: Organizations can establish multiple policy sets to accommodate different departments or projects. This level of control keeps compliance tight across your entire business without adding extra review steps.
- Soumission programmée : Set Expensify to compile and submit expense reports automatically on a weekly or monthly schedule. This means employees never forget to turn in their reports, and managers always have up to date spending data.
- Alertes budgétaires : Create budgets for expense categories and receive real-time alerts when spending nears the limit. This is especially useful for departments with strict quarterly budgets that need to track every dollar.
Power User Strategies
- Tag Everything: Add tags for projects, clients, and departments on every expense. This makes it easier to pull tailored reports at the end of each quarter and identify trends in spending across the business.
- Use the Expensify Card for Everything: The more you spend on the Expensify Card, the more cash back you earn. That cash back can offset your subscription cost, reducing what you pay each month.
- Connect All Your Cards: Link every corporate and personal credit card to your account. Auto-importing transactions eliminates the risk of missing an expense and keeps your records accurate without any extra effort.
Erreurs courantes à éviter avec Expensify
Mistake #1: Skipping Category Setup
❌ Faux : Creating expenses without assigning proper expense categories, then scrambling to sort hundreds of entries at month-end.
✅ À droite : Set up detailed categories and rules before your team starts using the platform. Spend 10 minutes on setup now to save hours of cleanup later. This ensures accuracy from day one and makes it easier to pull reports by department or project.
Mistake #2: Not Using SmartScan Right Away
❌ Faux : Typing in receipt details by hand when SmartScan technology can do it faster with fewer errors. Manual data entry wastes time and introduces mistakes that are hard to catch later.
✅ À droite : Capture receipts immediately with SmartScan and use consistent categories for tracking. Make it a habit to scan every receipt the moment you get it — this saves time and keeps your data clean for reporting.
Mistake #3: Ignoring Approval Workflows
❌ Faux : Letting anyone submit expenses without a review step, which leads to compliance issues, overspending, and audit problems down the road.
✅ À droite : Establish approval workflows with clear rules so the right manager reviews every report before reimbursement. The system automatically routes expenses to the correct approver based on your organizational hierarchy.
Mistake #4: Forgetting to Connect Your Accounting Software
❌ Faux : Using Expensify as a standalone tool and then manually exporting data to QuickBooks or Xero at the end of each month.
✅ À droite : Connect your accounting software during initial setup. Approved reports sync automatically, ensuring your books stay up to date without any extra steps needed from your finance team.
Dépannage Expensify
Problème : SmartScan ne lit pas les reçus
Cause: The receipt photo is blurry, taken in poor lighting, or the paper is crumpled. SmartScan technology needs a clear image to extract the vendor, amount, and date correctly.
Réparer: Flatten the receipt on a dark surface and retake the photo in good lighting. Make sure the entire receipt fits inside the frame. Avoid shadows crossing the texte, as this reduces accuracy.
Problem: Credit Card Transactions Not Importing
Cause: The bank connection timed out or needs re-authentication. Many banks require periodic re-login for sécurité reasons.
Réparer: Go to Settings, select “Credit Cards,” and reconnect the card. Some banks require re-login every 30 to 90 days. If the issue continues, try removing and re-adding the card from scratch.
Problem: Expense Report Stuck in “Processing”
Cause: The report has a policy violation or missing receipt that blocks submission. The platform flags potential policy violations and duplicate entries during the process.
Réparer: Check the report for red flags. Attach any missing receipts and fix violations, then resubmit. The system flags these errors to help you spot what’s needed before the report can move forward.
Problem: Expenses Not Syncing to Accounting Software
Cause: The integration token has expired or your accounting software chart of accounts has changed since the initial setup.
Réparer: Go to Settings, select “Accounting,” and re-authorize the connection. Then re-map any new or changed categories. Run a test export with a small report to confirm everything syncs correctly before processing your full batch.
📌 Note: If none of these fix your issue, contact Expensify support through the in-app Concierge chat.
Qu'est-ce qu'Expensify ?
Expensify is an expense management platform that automates how businesses track, report, and manage expenses.
Considérez cela comme une relation personnelle assistant for every receipt, report, and reimbursement your team handles.
Expensify automates the entire expense reporting process, from receipt scanning to reimbursement.
The platform serves everyone from individual freelancers to large enterprises with thousands of employees.
It provides advanced analytics tools that offer insights into spending patterns and compliance rates across departments.
Users can monitor spending patterns in real-time using the Expensify Dashboard.
Regardez ce bref aperçu :
Il comprend les fonctionnalités clés suivantes :
- Processus de gestion des dépenses : Track and approve expenses from a single dashboard with automated policy enforcement.
- Notes de frais : Create and submit tailored reports that compile multiple expenses for reimbursement.
- Offres de voyage : Book travel and sync trip expenses directly into your reports.
- Carte Expensify : Earn up to 2% cash back while auto-importing every transaction.
- Numérisation des reçus : Capture receipts with SmartScan technology that extracts key details instantly.
- Paiement des factures et facturation : Send invoices and pay bills from one centralized interface.
- Remboursements globaux : Pay employees in multiple countries directly through the platform.
- Intégration avec d'autres logiciels : Sync with QuickBooks, Xero, NetSuite, and more for real-time accounting.
Expensify requires users to sign up and create an account to use its features. The platform continuously monitors transactions against established guidelines to enforce compliance. Expensify maintains strict compliance with international security standards and employs enterprise-grade security measures to protect user data.
The mobile application allows users to capture receipts, track mileage, and submit reports from anywhere. You can access every core feature from your phone, making it easy to manage expenses even when you’re away from the office.
Expensify integrates with popular accounting software like QuickBooks and Xero, allowing expenses to sync directly to your books. This saves your finance team from re-entering data and reduces the chance of errors that come with manual processes.
The Smart Policy Enforcement feature flags spending violations and missing documentation before expense reports are submitted. This keeps your business in compliance without requiring managers to review every line item by hand.
Pour une analyse complète, consultez notre Avis sur Expensify.
Tarification d'Expensify
Voici le coût d'Expensify en 2026 :
| Plan | Prix | Idéal pour |
|---|---|---|
| Gratuit | $0 | Individuals and freelancers tracking personal expenses |
| Collecter | 5 $/membre/mois | petites entreprises needing basic approvals and accounting sync |
| Contrôle | À partir de 9 $/membre/mois | Larger teams with multi-level approval workflows and ERP needs |
Essai gratuit : Yes — 30-day free trial available for paid plans.
Garantie de remboursement : No — all fees are nonrefundable per Expensify’s terms.
💰 Meilleur rapport qualité-prix : Collect at $5/member/month — it includes expense tracking, the Expensify Card, travel booking, and accounting integrations with no annual commitment needed.
Expensify vs Alternatives
Comment Expensify se compare-t-il aux autres concurrents ? Voici un aperçu du paysage concurrentiel :
| Outil | Idéal pour | Prix | Notation |
|---|---|---|---|
| Expensify | Gestion des dépenses tout-en-un | 5 $/mois | ⭐ 4.1 |
| Puzzle IO | Comptabilité assistée par l'IA | Free–$650/mo | ⭐ 4,5 |
| Dext | Capture de reçus et extraction de données | 24 $/mois | ⭐ 4,3 |
| Xero | petite entreprise comptabilité | 15 $/mois | ⭐ 4,4 |
| Synder | commerce électronique comptabilité | 16 $/mois | ⭐ 4,6 |
| Fin de mois facile | Month-end close automation | Coutume | ⭐ 4,3 |
| Docyt | AI bookkeeping for hospitality | Coutume | ⭐ 4,5 |
| Sage | Comptabilité de niveau entreprise | 16 $/mois | ⭐ 4.2 |
Sélection rapide :
- Meilleur résultat global : Expensify — Full expense management with SmartScan, cards, and travel in one platform.
- Meilleur budget : Vague — Free accounting and invoicing for freelancers and small businesses.
- Idéal pour les débutants : FreshBooks — Simple interface that’s easier to learn for non-accountants.
- Idéal pour les entreprises : NetSuite — Built for large organizations with complex financial operations across departments.
🎯 Alternatives à Expensify
Vous cherchez des alternatives à Expensify ? Voici les meilleures options :
- 🧠 Puzzle IO : AI-driven accounting that automates bookkeeping for startups and growing businesses with real-time financial data.
- 📊 Dext : Powerful receipt capture tool that extracts financial data from documents and feeds it directly to your accounting software.
- 🌟 Xero : Cloud-based accounting platform popular with small businesses for invoicing, bank reconciliation, and payroll.
- ⚡ Synder : Syncs e-commerce and payment platform transactions to your books automatically, reducing manual data entry.
- 🔧 Fin de mois facile : Focused tool that speeds up the month-end close process for accounting teams with checklist-based workflows.
- 🚀 Docyt : AI-powered bookkeeping designed for multi-location businesses like hotels and restaurants.
- 🏢 Sage: Enterprise accounting suite with deep functionality for mid-size and large businesses across industries.
- 💰 Livres Zoho: Budget-friendly accounting with built-in expense tracking, invoicing, and project billing for small teams.
- 🎯 Vague: Completely free accounting and invoicing tool built for freelancers and micro-businesses starting out.
- 🔒 Hubdoc: Document collection tool that fetches bills and receipts from vendors automatically and syncs with Xero or QuickBooks.
- ⭐ QuickBooks : The most widely used small business accounting software with strong expense tracking and tax features.
- 💼 Saisie automatique: Automates data entry from receipts and invoices into your accounting system, saving hours of manual work.
- 👶 FreshBooks : Beginner-friendly invoicing and accounting built for service-based businesses and freelancers.
- 🔥 NetSuite : Full ERP system for enterprises that need advanced financial management, reporting, and multi-entity support.
Pour la liste complète, consultez notre Alternatives Expensify guide.
⚔️ Comparaison avec Expensify
Voici comment Expensify se compare à chacun de ses concurrents :
- Expensify contre Puzzle E/S : Puzzle IO focuses on full accounting automation, while Expensify specializes in expense management with receipt scanning and travel. Choose Puzzle IO if you need a complete bookkeeping system.
- Expensify contre Dext: Dext excels at extracting data from documents but lacks built-in travel booking and the Expensify Card. Expensify wins for all-in-one expense management.
- Expensify contre Xero: Xero is a full accounting platform, while Expensify is purpose-built for expense reports. Many businesses use both together by syncing Expensify data into Xero.
- Expensify contre Synder: Synder is ideal for e-commerce sellers who need transaction sync. Expensify is better for teams that need receipt scanning, mileage tracking, and reimbursements.
- Expensify vs Easy Month End: Easy Month End is a niche tool for closing books faster. Expensify handles the entire expense lifecycle from creating receipts to reimbursement.
- Expensify contre Docyt: Docyt targets multi-location hospitality businesses with AI bookkeeping. Expensify serves a broader range of industries with more expense-focused functionality.
- Expensify contre Sage: Sage offers deep enterprise accounting features. Expensify is easier to set up and better suited for businesses focused specifically on expense management.
- Expensify contre Zoho Books: Zoho Books gives you accounting plus invoicing at a lower price. Expensify wins on receipt scanning, SmartScan technology, and corporate card features.
- Expensify vs Wave: Wave is free but limited in expense management functionality. Expensify adds SmartScan, approval workflows, and the Expensify Card for growing businesses.
- Expensify vs Hubdoc: Hubdoc fetches bills automatically but doesn’t handle reimbursements or travel. Expensify covers the full expense process from receipt to reimbursement.
- Expensify contre QuickBooks: QuickBooks is a full accounting system with basic expense tracking. Expensify offers superior receipt scanning, SmartScan, and mileage tracking for teams that focus on expenses.
- Expensify vs AutoEntry: AutoEntry automates data entry from paper documents. Expensify goes further with travel booking, the Expensify Card, and global reimbursements.
- Expensify vs FreshBooks: FreshBooks is built for travailleur indépendant invoicing and basic accounting. Expensify is better for teams that need structured approval workflows and policy compliance.
- Expensify contre NetSuite : NetSuite is a full ERP for large enterprises. Expensify is faster to deploy and more affordable for businesses that mainly need expense management.
Commencez à utiliser Expensify dès maintenant
Vous avez appris à utiliser toutes les principales fonctionnalités d'Expensify :
- ✅ Processus de gestion des dépenses
- ✅ Notes de frais
- ✅ Offres de voyage
- ✅ Carte Expensify
- ✅ Discussions faciles
- ✅ Numérisation des reçus
- ✅ Paiement de factures et facturation
- ✅ Remboursements internationaux
- ✅ Intégration avec d'autres logiciels
Étape suivante : Choisissez une fonctionnalité et essayez-la dès maintenant.
La plupart des gens commencent par scanner les reçus.
Cela prend moins de 5 minutes.
Foire aux questions
Comment puis-je soumettre mes notes de frais via Expensify ?
To submit expenses, create a new expense report from the Reports tab. Add your expenses by selecting them from your expense list or scanning new receipts. Once everything looks correct, tap “Submit” and the report routes to your manager for approval. The entire process takes just a few minutes on any device.
Expensify est-il facile à apprendre ?
Yes, Expensify is designed for users at every level. The interface is clean and most employees are up and running in minutes. SmartScan handles receipt details automatically, and the Concierge feature guides you through any step you’re unsure about. No accounting background is needed to get started.
Quel est le moyen le plus simple de conserver ses reçus ?
The easiest way is to use Expensify’s SmartScan technology. Just snap a photo of each receipt with the mobile app, and it extracts the vendor, amount, and date automatically. You can also forward emailed receipts to a dedicated email address for automatic processing. This eliminates manual data entry entirely.
Comment démarrer avec Expensify ?
To get started, visit the Expensify website and click “Sign Up.” Enter your email or phone number and create a password. After confirming your account, you can set up a workspace, customize expense categories, and start scanning receipts right away. The whole setup takes about three minutes.
Expensify n'est plus gratuit ?
Expensify still offers a free tier for individuals through the New Expensify app, which includes basic receipt scanning, peer payments, and chat. Paid plans starting at $5 per member per month unlock features like approval workflows, accounting integrations, and the Expensify Card. A 30-day free trial is available for businesses to test paid features.
Quels sont les avantages d'utiliser Expensify ?
Expensify automates the entire expense reporting process, from receipt scanning to reimbursement. It provides advanced analytics tools that offer insights into spending patterns and compliance rates. The platform integrates with accounting software like QuickBooks and Xero for real-time sync. Plus, the Expensify Card provides up to 2% cash back on all USD spending. The mobile app gives you full access to every feature from any device, so you can manage expenses while voyages or away from the office.
Expensify est-il une bonne option pour les petites entreprises ?
Yes, Expensify is a strong choice for small businesses. The Collect plan at $5 per member per month offers expense tracking, receipt scanning, and accounting integrations at a price that works for growing teams. It scales from one user to hundreds without changing platforms. Many small businesses use Expensify to replace manual spreadsheets and gain real-time visibility into spending.
Quelle est la différence entre QuickBooks et Expensify ?
QuickBooks is a full accounting system that handles invoicing, payroll, and taxes. Expensify is an expense management platform focused on receipt scanning, expense reports, and reimbursements. Many businesses use both — Expensify captures and categorizes expenses, then syncs that financial data directly into QuickBooks for bookkeeping.
Quels sont les avantages et les inconvénients d'Expensify ?
The biggest pros include SmartScan technology for receipt scanning, the Expensify Card with cash back, built-in travel booking, and strong accounting integrations. It also supports global reimbursements for international teams. On the con side, some users find the pricing structure confusing with its card-based discounts, and the free plan has limited functionality compared to paid tiers. Overall, Expensify delivers strong value for businesses that need a complete expense management platform.
Comment utiliser Expensify ?
Start by creating an account on the Expensify website or mobile app. Set up a workspace and customize your expense categories to match your company policies. From there, scan receipts with SmartScan, add expenses manually or via credit card import, and build expense reports to submit for approval. Each Expensify step is designed to be simple enough that new users can get started without any training.
Expensify est-il facile à utiliser ?
Yes, Expensify is one of the easier expense management tools on the market. The interface is clean and the mobile app mirrors the desktop functionality so you can work from any device. SmartScan handles most of the heavy lifting by extracting receipt details automatically. Most employees are up and running within minutes of starting, with no training needed.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 