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.

10 minute read

The travel expense policy employees will actually read (Free template included)

Navigating the maze of business travel expenses can be daunting for employees and companies, often leading to confusion and frustration. And let’s face it: expenses aren’t the most interesting subject, but they’re important to keep track of to avoid financial discrepancies, protect the company, and empower employees. That’s why a well-structured travel expense policy is a critical roadmap for clarifying expectations and streamlining processes while minimizing misunderstandings and discrepancies.

6 minute read

The top business travel management platform in 2025

According to the Global Business Travel Association (GBTA), 64% of businesses have reported increased spending on business travel in 2024 compared to 2023. In fact, according to an estimate from GBTA, business travel spending could reach nearly $2 trillion – yes, trillion – by 2028. This escalating expense underscores the need for efficient corporate travel services. Enter the travel management platform, which reduces financial burdens and streamlines the entire process. But with so many options, choosing the right one for your business may feel overwhelming. In this article, we’ll look into the top business travel providers on the market and offer insights on their features, talk about the ideal attributes of an effective platform, and how to make the best decision for your business travel needs.

Guides 9 minute read

What are virtual credit cards? Does your business need one?

Today’s marketplace is increasingly digital, rapidly changing the way we handle transactions, with some completely adopting “pay by QR code.” Though that’s still not the norm for the majority of us, we’re abandoning cash more and more in favor of plastic. Tools like virtual credit cards are becoming crucial for businesses and consumers alike to securely manage their finances. Let’s dive into what virtual credit cards are, what their benefits are, and what they’re typically used for. Plus, we’ll discuss whether your small business should consider adopting them.

Guides 11 minute read

Business expenses FAQ: Expense categories and approvals

Are your business expenses working for you or against you? Many small business owners wrestle with various expense types, each carrying unique implications for their financial statements and tax returns. Poorly managed business expenses could mean audits, huge tax penalties, and a nightmare for whoever’s handling the finances. But done the right way, with meticulous categorization, companies can better manage their budgets, anticipate tax liabilities, and enhance transparency. In this article, we’ll address how to categorize business expenses, provide practical steps for categorization, highlight potential challenges, address expense approvals, and explore why effective categorization is vital for any business looking to thrive.

Guides 9 minute read

Evaluating corporate card programs

Corporate card programs offer a solution to streamline spending, improving financial oversight while empowering employees with purchasing capabilities. But such programs can also be complex, with various options and features that cater to different business needs. So, how can you choose the right company card? In this guide, we’ll walk you through the evaluation process of corporate card programs, outlining essential features and potential pitfalls while emphasizing best practices for maximizing benefits and smoother financial management.

Guides 8 minute read

Track expenses in simple steps using Excel

Efficient financial management is crucial for personal and business success. While countless tools are available on the market, an Excel expense tracker is a versatile option that allows users to streamline expense management in a customizable format. In this article, we’ll guide you through some simple steps on how to create an expense tracker in Excel. Then, we’ll explore other options that may be a better fit if you want to streamline and automate your expense tracking processes.

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