Expensify Resource Center

Guides 8 minute read

Spend analysis 101: A complete guide to getting started

Does it ever feel like money is flowing like water through your business, slippery and hard to grasp? Without the right tools, it can be just like that. But it doesn’t have to be that way. Spend analysis is a grip, offering organizations a deeper understanding of their financial whereabouts. It's not just about watching where the dollars go; it's about understanding the underlying patterns and the opportunities they reveal for your business. In this guide, we’ll look at all that’s involved with spend analysis, from the basics to the benefits and the challenges of it all.

Guides 7 minute read

Everything you need to know about T&E

Every dollar counts in the business world, yet a significant amount often goes unchecked: travel and expense (T&E). T&E is a substantial category in business accounting that handles costs incurred by employees on the road or while entertaining clients. These expenses, which often include meals, lodging, travel fares, and client entertainment costs, quickly add up. That’s why you need a solid T&E expense management strategy to keep up with your business's financial health.

Guides 7 minute read

Global payment processing: How does it work?

In today’s global economy, money crosses oceans in just a moment with the tap of a card and a buzz. But behind every seamless digital transaction is a complex mechanism—global payment processing. It’s an intricate system that enables businesses to thrive in the international market. In this guide, we’ll uncover the invisible workings of global payment processing, talk about its indispensable role for small businesses, evaluate solutions, and learn how Expensify fits into the worldwide payment ecosystem.

Guides 6 minute read

How to create an expense policy for your business

Creating an effective expense policy is a cornerstone of sound financial management for any business. It sets clear boundaries and expectations for employee spending, ensuring that every penny spent is aligned with company goals and values — and as a small business owner, what’s not to love about that?

Guides 5 minute read

Reimbursable expenses: A breakdown

As a small business owner, managing expenses is more than just balancing the books. Employees will often need to spend their money on job-related items, and it’s your job to ensure they’re paid back on time and in full. But how should you go about that, and how do you know which expenses are reimbursable?

Guides 7 minute read

Trade spend management: A Tactical Guide

Navigating the intricate world of trade spend management can often seem like walking a tightrope — balancing strategic investment with the need for tangible returns. In the ever-changing world of consumer packaged goods (CPG) and retail, comprehending and efficiently handling trade expenditures isn’t merely advantageous; it’s essential.

But what exactly does trade spend management entail, and how can you streamline it? In this article, we'll delve into these questions, uncovering all things spend management and revealing strategies to make it more effective.