Partners

accountants program

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Give your clients the best card and expense management tool

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.

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:

Exclusive revenue share program

Automatically qualify to earn 0.5% on all USD Expensify Card spend across your client portfolio, or pass the 0.5% revenue share as additional cash back to your client.

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.

State CPAs trust Expensify to get the job done right

Proudly recognized as the preferred partner of both the California and Texas CPA State Societies, Expensify stands as the most trusted app for managing expenses and company cards among both industry leaders and accountants.

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

Read the full case study

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

Accounting partners in the ExpensifyApproved! program enjoy several key benefits, including:
- Exclusive partner resources: Access to specialized tools, training, and educational materials to better serve clients.
- Dedicated support: Priority support from the Expensify team to resolve any issues quickly.
- Co-branding opportunities: The ability to showcase your partnership with Expensify to attract new clients.
- Revenue sharing: Partners can earn commissions for introducing new clients to Expensify.
Marketing support: Partners receive marketing materials, product demos, and other assets to help promote Expensify’s solutions.
Joining the ExpensifyApproved! Accountants Program is straightforward:
1. Visit university.expensify.com to complete the ExpensifyApproved! accountant training program.
2. Once you’ve completed training, the Expensify team will be in touch to introduce your partner manager.
The ExpensifyApproved! Accountants Program is reserved for members of accounting firms and is not intended for in-house accountants.
Expensify offers a variety of support options for accounting partners:
- Partner training: Access to online partner training with all the resources you need to get started, including product information, training materials, and sales tools.
- Personalized support: Direct access to dedicated partner managers who can assist with onboarding, troubleshooting, and technical inquiries.
- 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.
It’s simple: just reach out to your assigned partner manager with any referrals!

Give your clients the best expense & card tool

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. Become an official ExpensifyApproved! Partner to get exclusive perks for both you and your clients, including: