Expensify: Expense Workflow & Review Checklist
SmartScan receipt capture alongside report review, card imports and accounting integrations.
External service. See its own account, plan and eligibility requirements. To prepare a report on this site, open our free expense report builder.
Documented workflow
Public documentation describes receipt transcription, expense reports, approvals, delegated access and split expense coding. Treat captured date, merchant, amount and currency as fields to verify against the receipt.
Confirm before choosing
Confirm the specific workspace plan, billing basis, card requirements and reimbursement eligibility for your organisation. Personal receipt capture and a managed company approval workflow are different purchases.
An original trial task
Capture an intentionally ambiguous example receipt, correct the extracted amount, submit a report and export it. Test what a delegate can edit and which changes the reviewer sees. This is a suggested test, not a claim that AllMarkets has run a provider account.
Tradeoff to discuss
The central decision is whether capture, review and ledger coding fit the same workflow. Compare with a manual report if you have only occasional claims rather than assuming automation is always necessary.
Source and scope
Expensify expense management, checked 17 October 2026. No precise price, unlimited entitlement or reimbursement availability is inferred from a general feature page. Confirm the named product, local agreement and chosen plan.