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Expensify Introduces Insights and Custom Reporting Functionalities

New tools are now available for all customers.

Written by:

Harvey Chipkin

Published on:

August 31, 2023

Expensify, the financial management app for expenses and corporate cards, announced the release of enhanced insights and custom reporting functionalities.

The Insights feature, according to the announcement, allows any Expensify member to easily monitor all aspects of company spend across categories such as employees, projects, departments and subsidiaries.

In addition to Insights’ visual reporting dashboard, Expensify introduced a Custom Reports feature, where trained admins can take a consultative approach and build the reports they need to understand, analyze and summarize their companies’ spend.

David Barrett, CEO, said that running an efficient business means “being able to see the numbers you need to see, when you need to see them.” He said Expensify “has made it easier than ever to build a custom report on any metric you can imagine so that analysis of critical company data is just a click away.”

Even better, he said, Expensify account managers are standing by to help with everything from basic questions to best practices.

The Insights and Custom Reporting features are now accessible for all current Expensify customers.

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According to the company, more than 12 million people use Expensify’s free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, payroll and travel booking in one app.

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