Resource Center

Welcome to the Expensify Resource Center! Dive deep into a treasury of insights where finance meets innovation. From transformative case studies and in-depth industry reports to enlightening videos and practical tools, our curated content is designed to empower businesses and individuals alike.

Invoice automation: the process, benefits, and how to get started
Guides 5 minute read

Invoice automation: the process, benefits, and how to get started

When your business is just starting out, handling invoices by hand might seem doable. But as your business grows, you’ll quickly find that’s no longer the case. Over time, sticking to spreadsheets can become a major drain on resources and efficiency. That’s where invoice automation comes into play. In this guide, we'll dive into the world of invoice automation, exploring its process, benefits, and signs it might be time for you to hop on board.

9 financial forecasting tips for startups and small businesses
Guides 7 minute read

9 financial forecasting tips for startups and small businesses

As a small business owner, nothing is certain. In a world where market shifts and technological advancements are the norms, having a strategy to anticipate the future is invaluable. That's where financial forecasting steps in. In this guide, we'll simplify financial forecasting with nine practical tips — and help you discover how expense management software can make the process more manageable and insightful for your business.

The ultimate guide to bookkeeping for small businesses
Guides 9 minute read

The ultimate guide to bookkeeping for small businesses

Bookkeeping is the process of recording your business's financial transactions so that you know exactly how much you're making and where your money is going at any given moment. And if your goal is to run a stable, profitable business, you have to get a handle on bookkeeping.  In this guide, we’ll walk you through everything you need to know about how to do bookkeeping for a small business — so you can set yourself (and your business) up for success. 

What is expense management automation (and why do you need it)?
Guides 6 minute read

What is expense management automation (and why do you need it)?

Let’s face it: as a small business owner, expenses are inevitable. But the trials and tribulations that come along with those expenses — like spreadsheets, manual data entry, and piles of paper receipts — are, thankfully, avoidable. 

With automated expense management software, you can kiss the days of relying on manual processes goodbye. Our software empowers you to save time, increase accuracy, and eliminate the stress of manual processes for you and your team. Learn more in this article!

Points vs cash back: which reward option is best for your business?
Guides 6 minute read

Points vs cash back: which reward option is best for your business?

When it comes to financing your business, the debate between credit card points vs. cash back rewards is a hot topic. Each option offers its own pathway to maximize the value of your credit card spending, but how do you decide which is right for your business? Join us as we demystify these reward systems, so you can make an informed choice for your business credit card — and get the most bang for your buck. 

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