Expense management for accountants,
loved by clients.

Yes. Expensify offers the ExpensifyApproved! Accountants Program, designed specifically for accounting firms, bookkeepers, and financial advisors who manage expense reporting on behalf of clients.

Key features of the program include:

• Free Expensify account for the partner

• A centralized admin dashboard to manage and monitor all client spend

• Revenue share on client Expensify Card spend (applies to USD purchases on US cards only)

• Access to priority partner support rather than standard customer queues

• Co-marketing opportunities such as bespoke marketing materials, co-branded resources, case studies, and more.

There’s no minimum client volume to join.

Partners earn revenue share on clients' Expensify Card spend (applies to USD purchases on US cards only), unlock exclusive client pricing at 50% less than direct rates, get a dedicated partner manager and account manager, receive priority client onboarding, beta test new features, and access co-marketing opportunities.

Complete the free training course at university.expensify.com. Once you're done, our team will reach out to introduce your partner manager.

The program is open to CPAs, bookkeepers, financial consultants, and accounting firms of any size.

Partners receive a dedicated partner manager for training, strategy, and practice growth, as well as an account manager for ongoing client support and unlimited client onboarding calls. Plus, partners get access to regular training webinars and marketing and sales resources.

Your clients get special active member pricing, meaning they only pay for members who actually use Expensify each month. No annual commitment required.

Partners send any referrals directly to their partner manager, who oversees priority onboarding and white-glove support.

Accountants often recommend expense management software that automates receipt capture, expense reporting, reimbursements, and corporate card management while integrating with their clients' accounting systems. Expensify is a popular choice because it combines AI-powered receipt scanning, expense management, and realtime reporting to help small businesses save time and maintain accurate financial records.

Getting set up as an Expensify accounting partner is a straightforward process:

1. Apply at use.expensify.com/accountants - complete the partner application with your firm name, contact details, and the accounting platforms your clients typically use (QuickBooks, Xero, Sage, etc.)

2. Complete the ExpensifyApproved! University certification - Expensify offers a self-paced certification course covering the platform's core features, client setup workflows, policy configuration, and the accountant portal. Certification typically takes 2–3 hours and is completed online.

3. Set up your partner account - once approved, Expensify creates your firm's free partner account and grants access to the accountant dashboard where you can add and manage client workspaces.

4. Add your first client - create your client’s first workspace under your admin account. Expensify provides white-glove onboarding support to help firms migrate clients from spreadsheets or other tools.

There are no ongoing certification renewal fees or annual exams - once certified, the partner status remains active as long as the firm maintains at least one active client account.