Expensify is an expense management platform. Employees capture receipts with the camera, by email or by upload; expense reports are then created, submitted, approved and reimbursed automatically, with syncing to accounting software. The vendor also offers corporate cards, travel booking, spend and budget management, bill pay and AI-assisted categorisation, with integrations including QuickBooks, NetSuite, Sage Intacct, Xero and Workday. It is delivered as a cloud service with a mobile app.
Expensify, Inc. is based in Portland, Oregon (US). According to its privacy policy, data from European users is sent to and stored on secure servers in the United States. Expensify acts as data controller and has appointed Expensify Netherlands B.V. as its EU representative. Transfers rely on the EU-US Data Privacy Framework and, where needed, standard contractual clauses. As a US provider, it can be subject to the CLOUD Act. The privacy policy does not mention a separate data processing agreement, so this should be requested from the vendor. The product is not open source.