Financial services firms typically rely on accounting platforms like QuickBooks or NetSuite, CRM systems, and spend management software like Expensify to improve visibility and simplify reporting.

Financial advisors often choose software like Expensify to manage reimbursements, automate reporting, and maintain SEC-compliant audit trails. As one of the best expense management software platforms for financial advisors, Expensify streamlines everything from mileage tracking to month-end reconciliation.

Use expense tracking software for financial services that automates receipt collection, tags expenses by advisor or client, and syncs directly to your ledger, all in realtime.

Expensify lets you tag expenses by advisor, client, fund, or department. This improves organization, accuracy, and compliance.

Yes, many financial planners still use Excel for budgeting, forecasting, and reporting. However, spreadsheets require manual data entry and are prone to errors. Expensify is a secure alternative that automates expense tracking and integrates with accounting software for financial advisors.

Hedge funds need precise, auditable records to manage operational costs and investor reporting. Expensify provides expense tracking software for hedge funds that simplifies expense tracking, automates approvals, and syncs seamlessly with your accounting stack, ideal for lean teams managing high volumes of transactions.

Financial advisors often manage expenses submitted by clients or staff for compliance, billing, or tax purposes. With Expensify, clients can easily capture and submit receipts, while advisors tag expenses by account, apply firm policies, and export clean data to accounting software like QuickBooks or Xero. This ensures accurate records without the manual follow-up.

Wealth management firms often issue company cards to partners and staff. Expensify syncs transactions from firm credit cards, matches them to receipts in realtime, and categorizes expenses for seamless reconciliation – no spreadsheets or manual matching required.