How Aviv Clinics streamlines expense and travel management with Expensify
At a Glance
Products used: Expensify Travel, The Expensify Card
Accounting package:
Favorite features:
- The Expensify Card for employees
- Accounting software integration
- Easy to manage expenses via the mobile app
The best part:
- Easy employee onboarding
- Expensify scales with the business
- Optimized travel management
Customer since: 2017
Aviv Clinics, a rapidly growing healthcare startup, is revolutionizing the treatment of aging and brain injuries.
But as a new company, they faced challenges in managing employee expenses and travel bookings and needed a healthcare expense management solution that could scale quickly without overwhelming their team.
The challenge: Complex systems without accounting integrations
Their previous systems were either too complex or didn’t offer the necessary integration with the Netsuite accounting system, burdening the finance team with manual processes.
Specifically, Aviv Clinics struggled with:
Time-consuming expense management: Manual processes led to a backlog of unaccounted expenses and delayed reimbursements.
Inefficient travel management: The company relied on a third-party vendor for travel arrangements, which was costly and lacked flexibility.
Complicated onboarding for new employees: The finance team needed an easier, smarter, and faster solution than anything else in the market.
The solution: Expense management, travel, and a seamless NetSuite integration with Expensify
Aviv Clinics chose Expensify to streamline both expense management and travel booking, along with a seamless NetSuite integration.
Dion Atchison, COO of Aviv Clinics, had previously used Concur and found Expensify to be significantly easier to use, with a user interface that employees could quickly learn and adopt.
The key features Aviv Clinics leveraged include:
The Expensify Visa® Commercial Card: The corporate credit card eliminated the need for cumbersome escrow deposits, a major win for a growing company.
Expensify Travel: A travel booking solution that replaced their contract with a third-party vendor, offering more control and flexibility over travel expenses.
Integration with NetSuite: Expensify automatically synced expense data with NetSuite accounting, saving hours of manual data entry each month and offering realtime insights.
The result: Happy employees, efficient financial processes, and a business ready for growth
Since launching Expensify, Aviv Clinics has dramatically improved its onboarding process. The ease of use and intuitive design meant minimal training was required for new employees.
The finance team also appreciated how quickly expenses were automatically categorized and synced with NetSuite, offering realtime visibility into spending.
With the Expensify Card, employees no longer needed to use their personal cards for business expenses, and complicated escrow deposits became a thing of the past.
The automatic expense synchronization with NetSuite meant less time spent reconciling credit card statements, allowing the finance team to focus on higher-value tasks.
Here’s what AVIV achieved:
Instant reimbursement: Employees get paid back fast, often on the same day, improving employee satisfaction and reducing administrative overhead.
Efficiency boost: The integration with NetSuite saves several hours each month by automatically syncing approved expenses. This means better budget oversight and fewer discrepancies.
Streamlined travel management: Expensify Travel gave Aviv the flexibility and cost-effectiveness they needed..
Scalable solution: As Aviv Clinics grows, Expensify continues to scale with them, ensuring that new employees can quickly get up to speed without extensive training.
“Expensify is, without a doubt, the most agile, easiest-to-use expense and travel system on the market. The ability to have everything sync automatically with NetSuite, along with the instant reimbursement to employees, is a game changer for us.”
— Dion Atchison, COO at Aviv Clinics
The Expensify edge
Expensify stands out for its simplicity, ease of use, and powerful features tailored to meet rapidly growing companies' needs.
Unlike other expense management systems and employee reimbursement software that are difficult to use or don’t integrate seamlessly with accounting systems, Expensify provides an intuitive, scalable solution that saves time, reduces errors, and increases efficiency.
Aviv Clinics plans to expand its use of Expensify, particularly in travel management, and is looking forward to more ways the platform can help streamline operations as it continues to grow.
What Aviv Clinics loves about Expensify
The Expensify Card: Provides an easy-to-manage, no-escrow corporate credit card solution, reducing administrative complexity.
Automatic sync with NetSuite: Ensures realtime tracking of expenses, offering immediate insights into budget vs. actuals.
Expensify Travel: Flexible travel management that puts you in control.
Ease of use: So simple, employees can learn it in minutes.
Ready to ditch expense headaches and streamline your finances?
Take a tour of the super intuitive and easy to use Expensify mobile app, with English and Spanish language capabilities or click on the button below to get started.
