Partners
Partners
accountants program
accountants program
Join today to unlock perks for you and your clients
Whether you’re an independent bookkeeper or in Client Accounting Services at a Top 10 firm, your clients trust you to find the best tools for their financial needs. Expensify is the most widely preferred, all-in-one expense and corporate card management platform for clients of all sizes.
Click below to enroll in our “Getting Started with Expensify” course and earn your ExpensifyApproved! partner status.
What’s the ExpensifyApproved! accountants program?
The ExpensifyApproved! Accountants Program is designed to help accountants give their clients the best-in-class tools for expense management, company cards, and efficient reimbursements to provide a comprehensive understanding of their financial health.
If you're a solo accountant or part of a big firm, this program offers exclusive pricing for your clients, revenue share on Expensify Visa® Commercial Card transactions, a dedicated partner manager, and opportunities to collaborate — all while simplifying the preaccounting process for you and your clients.
Not an accountant but interested in what Expensify has to offer? You’re in luck. We also partner with resellers, universities, banks, and more.
Highlights of the ExpensifyApproved! program for accountants
The ExpensifyApproved! program for accountants is designed to simplify your day-to-day while keeping your clients satisfied — but that’s just the beginning. As an Expensify accounting partner, you and your clients get access to a suite of features, including:
Revenue sharing
Earn a 0.5% revenue share on your clients' Expensify Card spend, or pass it through to them as additional cash back. Applies to US purchases only.
Special pricing
Become a partner and your clients will benefit from special active member pricing, with no annual commitment.
Priority onboarding and referrals
Get white-glove treatment when onboarding or referring a client as part of our ExpensifyApproved! accountant referral program.
Unlimited expert support
Enjoy 1:1 support for qualified firms with a dedicated partner manager, unlimited client onboarding calls, and specialized training and support resources.
Early access to new features
Help shape the future of Expensify and beta test new feature releases before everyone else.
Co-marketing opportunities
Work with our team to create bespoke marketing materials, co-branded resources, case studies, and more.
What our accountant partners have to say about Expensify
“Since we started using Expensify, the amount of time it takes from creating an expense to getting reimbursed has been cut in half. The app has freed up our time to focus on other aspects of our clients' needs.” - Laura Redmond, CEO of Redmond Accounting
Ready to become an ExpensifyApproved! accounting partner?
To become an ExpensifyApproved! partner, start by enrolling in the ExpensifyApproved! University course to get an overview of Expensify’s core features.
Upon successful completion of the course, you'll unlock exclusive benefits designed specifically for you and your clients. Your dedicated Partner Manager will guide you through the partnership process and help maximize the program's benefits for your firm.
Want to brush up on your accounting education before you get started? Check out our post on credit and debit accounting.
ExpensifyApproved! accounting partner FAQs
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Accounting partners in the ExpensifyApproved! program enjoy several key benefits, including:
Revenue sharing: Partners earn a revenue share on their clients’ Expensify Card spend (or can pass it through as additional cash back). Applies to US purchases only.
Dedicated support: Priority setup and ongoing support from the Expensify team to resolve any issues quickly.
Special pricing: Only pay when your clients are actively using Expensify, plus no annual commitment.
Exclusive partner resources: Access to specialized tools, training, and educational materials to better serve clients.
Co-branding opportunities: The ability to showcase your partnership with Expensify to attract new clients.
Marketing support: Partners receive marketing materials, product demos, and other assets to help promote Expensify’s solutions.
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Joining the ExpensifyApproved! Accountants Program is straightforward:
Visit university.expensify.com to complete the ExpensifyApproved! accountant training program.
Once you’ve completed training, the Expensify team will be in touch to introduce your partner manager.
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The ExpensifyApproved! Accountants Program is reserved for members of accounting firms and is not intended for in-house accountants.
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Expensify offers a variety of support options for accounting partners:
Personalized support: Direct access to dedicated partner managers who can assist with onboarding, troubleshooting, and technical inquiries.
Partner training: Access to online partner training with all the resources you need to get started, including product information, training materials, and sales tools.
Training and webinars: Regularly scheduled webinars and training sessions to keep you updated on new features, best practices, and ways to maximize Expensify's value for your clients.
Marketing and sales support: Help with co-branded marketing materials, product demos, and other promotional resources to grow your business.
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It’s simple: just reach out to your assigned partner manager with any referrals!
Accounting is about to get a whole lot easier.
Click below to enroll in our “Getting Started with Expensify” course and earn your ExpensifyApproved! partner status.
Features
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