Início rápido
Este guia abrange todos os recursos do Expensify:
- Começando — Criar conta e configuração básica
- Como usar o processo de gestão de despesas — Track spending end to end without manual data entry
- Como usar relatórios de despesas — Group expenses into tidy reports in under a minute
- Como usar as ofertas de viagem — Book flights and hotels that sync back automatically
- Como usar o cartão Expensify — Get up to 2% cash back and automatic receipt matching
- Como usar o Easy Chats — Ask and answer expense questions without leaving the app
- Como usar a digitalização de recibos — SmartScan pulls vendor, date, and amount from any photo
- Como usar o pagamento de contas e a emissão de faturas — Handle money going out and coming in from one place
- Como usar os reembolsos globais — Pay back staff abroad in their own currency
- Como usar a integração com outros softwares — Connect QuickBooks, Xero, or NetSuite for real-time reconciliation
Tempo necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
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.
O YouTube clips below come from my own account, not a vendor demo.
Tutorial do Expensify
This How to Use Expensify tutorial walks through the whole platform, from your first login to contabilidade sincronizar.
Despesar
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.
Primeiros passos com o 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:
Agora vamos analisar cada etapa.
Passo 1: Crie sua conta
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 negócios conta.
✓ Ponto de verificação: Verifique o seu caixa 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 e Android.
Log in on whichever device you carry to meetings.
Eis como isso se parece:
✓ Ponto de verificação: You should see recent transactions and pending reports.
Passo 3: Crie seu primeiro espaço de trabalho
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.
✅ Concluído: Você está pronto para usar qualquer recurso abaixo.
Como usar o processo de gerenciamento de despesas do Expensify
Processo de Gestão de Despesas lets you run your whole expense management process in one place instead of five spreadsheets.
Veja como usá-lo passo a passo.
Passo 1: Abra seu espaço de trabalho
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Set the same categories across departments cedo. Consistent coding is what makes later reports accurate.
Clean coding cuts review time, reducing the back-and-forth with finance every month.
Como usar os relatórios de despesas do Expensify
Relatórios de despesas lets you bundle loose expenses into clean expense reports your finance team will actually approve.
Veja como usá-lo passo a passo.
Passo 1: Criar um novo relatório
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.
Eis como isso se parece:
✓ Ponto de verificação: Expensify flags policy violations and duplicate entries before you submit.
Etapa 3: Enviar para revisão
Hit Submit and the report moves to your approver.
✅ Resultado: You have a submitted report with a clear auditoria trail attached.
💡 Dica profissional: 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.
Como usar as ofertas de viagem do Expensify
Ofertas de viagens lets you book viagem and sync every booking straight into your expense reports.
Veja como usá-lo passo a passo.
Passo 1: Abra a aba Viagem.
Select Travel from the main navigation.
Step 2: Search and Compare Offers
Enter your dates and compare the trip offers shown.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Book through the travel tab rather than an outside site. It saves you re-entering the receipt later.
Como usar o Expensify Cartão Expensify
Cartão Expensify lets you earn cash back while receipts attach themselves to each swipe.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: Card transactions show in the dashboard within seconds.
Step 3: Review Live Transactions
Each swipe appears imediatamente with a receipt request attached.
✅ Resultado: You earn up to 2% cash back on all USD spend.
💡 Dica profissional: The cash back can cut your monthly bill by up to 50%. It effectively pays for the subscription.
Como usar o Expensify Easy Chats
Bate-papos fáceis lets you settle expense questions in a chat thread instead of a long email chain.
Veja como usá-lo passo a passo.
Passo 1: Abra o painel de bate-papo
Click the chat icon beside any report.
Step 2: Mention the Right Person
Type @ and select your manager or approver.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Ask about a rejection inside the report chat. The reviewer sees the expense and your pergunta junto.
The same chat functionality works in the mobile app, so answers reach you between meetings.
How to Use Expensify Receipt Scanner
Digitalização de recibos lets you turn a photo of a crumpled receipt into a coded expense in seconds.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Scan at the table, not at month end. Receipts scanned late are the main source of errors.
Como usar o Expensify para pagamento de contas e faturamento
Pagamento de contas e faturamento lets you pay vendor bills and send client invoices from the same system.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: The invoice status updates from sent to paid on its own.
Etapa 3: Criar e enviar uma fatura
Open Invoices, add line items, and send it directly to your client.
✅ Resultado: Payables and receivables sit next to your expense dados.
💡 Dica profissional: Set a default payment term on invoices. Chasing late clients gets much easier with a fixed due date.
Como usar o Expensify Global Reembolsations
Reembolsos Globais lets you reimburse employees in other countries without wiring money manually.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: 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.
Como usar a integração do Expensify com outros softwares
Integração com outros softwares lets you sync approved spending into your accounting software without exporting a single file.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: A test expense appears in your accounting software within minutes.
Etapa 3: Mapeie seus campos
Match Expensify categories to your existing accounts and classes.
✅ Resultado: Your books stay up to date without any manual export.
💡 Dica profissional: 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.
Dicas e Atalhos Profissionais do 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.
Atalhos de teclado
| Ação | Atalho |
|---|---|
| Abrir pesquisa | Ctrl + K |
| Criar nova despesa | Ctrl + Shift + N |
| Jump to chat | Ctrl + J |
| Submit current report | Ctrl + Enter |
Características ocultas que a maioria das pessoas não percebe
- 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:
Expansify: Erros comuns a evitar
Mistake #1: Saving Receipts for Month End
❌ Errado: Stuffing receipts in a drawer and scanning them all in one painful evening.
✅ Direita: Snap each receipt at the table. SmartScan technology handles the rest in seconds.
Mistake #2: Inventing Categories on the Fly
❌ Errado: Letting every employee type their own category names into the system.
✅ Direita: Establish a fixed category list that matches your accounting software exactly.
Mistake #3: Skipping the Approval Setup
❌ Errado: Approving everything yourself and creating a bottleneck across departments.
✅ Direita: Build approval workflows with rules that route expenses to the right manager.
Solução de problemas do Expensify
Problem: SmartScan Returns the Wrong Amount
Causa: Faded thermal paper or a folded receipt confuses the scan.
Consertar: 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 ou Xero.
Consertar: 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.
Consertar: Confirm the micro-deposits in your bank, then release the payment again.
📌 Observação: If none of these fix your issue, contact Expensify support.
O que é Expensify?
Despesar is an expense management platform that automates how businesses track and reimburse spending.
Think of it like a finance assistente that reads every receipt for you.
Veja esta breve visão geral:
Inclui estas características principais:
- Processo de Gestão de Despesas: Handles capture, coding, and approval in one connected workflow.
- Relatórios de despesas: Compiles multiple expenses into one submission with violation flags built in.
- Ofertas de viagem: Books travel inside the platform and pulls itineraries into expenses.
- Cartão Expensify: A Visa Commercial Card with cash back and real-time coding.
- Bate-papos fáceis: Built-in chat attached to every report, expense, and workspace.
- Leitura de recibos: SmartScan technology reads receipts and codes them automatically.
- Pagamento de contas e faturamento: Vendor bill payment plus client invoicing with tracked status.
- Reembolsos globais: Direct reimbursement to international bank accounts.
- Integração com outros softwares: Two-way sync with QuickBooks, Xero, NetSuitee muito mais.
Segurança matters here too. Expensify keeps enterprise-grade protection and supports two-factor authentication on every account.
Para uma análise completa, consulte nosso artigo. Análise do Expensify.
Preços do Expensify
Eis o custo do Expensify em 2026:
Paid plans are simple, starting at $5 per member, per month.
| Plano | Preço | Ideal para |
|---|---|---|
| Coletar | US$ 5 por membro por mês | Small teams that need scanning, reports, and reimbursement |
| Controlar | A partir de US$ 9 por membro por mês. | Larger businesses needing multi-level approval and NetSuite sync |
Teste grátis: Yes. You can test the paid features before paying anything.
Garantia de reembolso: No formal guarantee, but plans are billed monthly and cancellable.
💰 Melhor custo-benefício: Collect at $5/member/month — it covers the daily process for most small businesses.
Pair it with the Expensify Card and cash back can cut your bill by up to 50%.
Expensify vs. Alternativas
Como a Expensify se compara? Aqui está o panorama competitivo:
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| Despesar | Despesa automação | US$ 5/mês | ⭐ 4.1 |
| Puzzle IO | Contabilidade para startups | $0/mês | ⭐ 3,5 |
| Destreza | Captura de recibos | US$ 25,21/mês | ⭐ 4,3 |
| Xero | Pequena empresa books | US$ 5,80/mês | ⭐ 4,5 |
| Snyder | Sincronização de comércio eletrônico | US$ 52/mês | ⭐ 4.1 |
| Fim de mês tranquilo | Close checklists | US$ 45/mês | ⭐ 3,8 |
| Docyt | IA contabilidade | US$ 299/mês | ⭐ 4,0 |
| Sábio | Established firms | Grátis/mês | ⭐ 4,2 |
Escolhas rápidas:
- Melhor no geral: Expensify — fastest path from receipt to reimbursement.
- Melhor orçamento: Aceno — free invoicing and books for solo operators.
- Ideal para iniciantes: QuickBooks — familiar interface and endless tutorials.
- Melhor opção para empresas: NetSuite — full ERP depth across finance and projects.
🎯 Alternativas ao Expensify
Procurando alternativas ao Expensify? Aqui estão as melhores opções:
- 🚀 Quebra-cabeça 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.
- ⚡ Snyder: Syncs Stripe, Shopify, and PayPal sales into your accounting software.
- 🔒 Fim de mês fácil: Keeps your month-end close organised with structured task tracking.
- 🧠 Docyt: IA contabilidade aimed at multi-location businesses with heavy transaction volume.
- 👶 Sábio: Long-standing accounting suite with a free individual tier to start on.
- 🏢 Zoho Books: Solid accounting that fits neatly beside the rest of the Zoho suite.
- 🔧 Aceno: Free invoicing and accounting for freelancers 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: Faturamento e controle de tempo aimed squarely at service businesses.
- 📊 NetSuite: Full enterprise ERP covering finance, inventory, and reporting at scale.
Para ver a lista completa, consulte nosso Alternativas ao Expensify guia.
⚔️ Expensify Comparado
Veja como o Expensify se compara a cada concorrente:
- Expensify vs Puzzle E/S: Puzzle IO handles the ledger itself. Expensify wins on receipts, cards, and reimbursement.
- Expensify vs Dext: Dext is a capture tool. Expensify adds cards, approval workflows, and payments on top.
- Expensify vs Xero: Xero keeps the books. Expensify feeds it clean expense data, so most teams run both.
- Expensify vs Snyder: Synder is built for sales data. Expensify is built for employee spending.
- Expensify vs Easy Month End: Easy Month End manages the close. Expensify manages the expenses feeding into it.
- Expensify vs Docyt: Docyt costs far more per month. Expensify is cheaper for pure expense management.
- Expensify vs Sage: Sage runs your accounts. Expensify handles the receipts and mileage Sage never sees.
- Expensify vs Zoho Books: Zoho Books bundles more modules. Expensify beats it on mobile receipt scanning.
- Expensify vs Wave: Wave is free but basic. Expensify adds cards, policies, and approval routing.
- Expensify vs Hubdoc: Hubdoc only collects documents. Expensify also reimburses and enforces company policies.
- Expensify vs QuickBooks: QuickBooks is accounting software. Expensify is an expense management platform that syncs into it.
- Expensify vs. Entrada Automática: AutoEntry extracts data only. Expensify covers the full submit-and-reimburse process.
- Expensify vs 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.
Comece a usar o Expensify agora mesmo!
Você aprendeu a usar todos os principais recursos do Expensify:
- ✅ Processo de Gestão de Despesas
- ✅ Relatórios de despesas
- ✅ Ofertas de Viagem
- ✅ Cartão Expensify
- ✅ Bate-papos fáceis
- ✅ Digitalização de recibos
- ✅ Pagamento de contas e faturamento
- ✅ Reembolsos Globais
- ✅ Integração com outros softwares
Próximo passo: Escolha uma funcionalidade e experimente agora mesmo.
A maioria das pessoas começa com a digitalização de recibos.
It takes less than five minutes and removes the worst part of the job.
Perguntas frequentes
Como faço para enviar despesas usando o 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.
O Expensify é fácil de aprender?
Yes. Most users scan their first receipt within minutes. Approval workflows and integrations take a little longer, but the core process is simple.
Qual a maneira mais fácil de controlar os recibos?
Snap each receipt with the mobile app straight after paying. SmartScan technology reads the details, so nothing depends on you remembering later.
Como faço para começar a usar o Expensify?
Visit the site and click Sign Up. Enter your email or phone number, choose individual or business, then create your first workspace.
Como faço para usar o Expensify?
Scan receipts, group them into expense reports, and submit for approval. Connect your accounting software so approved spending syncs automatically.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 