Guides

Expensify's guides are here to walk you through what you need to know when it comes to business management, financial operations, and much more. Gain insights, tips, and expert advice to take your company to the next level.

What is expense management automation (and why do you need it)?
Guides 6 minute read

What is expense management automation (and why do you need it)?

Let’s face it: as a small business owner, expenses are inevitable. But the trials and tribulations that come along with those expenses — like spreadsheets, manual data entry, and piles of paper receipts — are, thankfully, avoidable. 

With automated expense management software, you can kiss the days of relying on manual processes goodbye. Our software empowers you to save time, increase accuracy, and eliminate the stress of manual processes for you and your team. Learn more in this article!

Points vs cash back: which reward option is best for your business?
Guides 6 minute read

Points vs cash back: which reward option is best for your business?

When it comes to financing your business, the debate between credit card points vs. cash back rewards is a hot topic. Each option offers its own pathway to maximize the value of your credit card spending, but how do you decide which is right for your business? Join us as we demystify these reward systems, so you can make an informed choice for your business credit card — and get the most bang for your buck. 

Integrated accounting software 101
Guides 10 minute read

Integrated accounting software 101

When it comes to running a business, big or small, we all know how central accounting is. Fortunately, integrated accounting software makes your accounting processes more efficient — working in tandem with your expense management solutions and other financial systems to keep things running smoothly. In this guide, we break down everything you need to know about integrated accounting software so you can simplify your accounting and streamline your day-to-day. 

How to improve your spend management strategy for better business finances
Guides 8 minute read

How to improve your spend management strategy for better business finances

Businesses, big and small, grapple with a myriad of expenses, but the golden ticket to healthy and consistent growth lies in minimizing these costs. This means keeping a vigilant eye on every penny that goes out. The good news? With the right tools and strategies in place, learning how to track and manage spend is not just possible; it's the key to transforming your whole operation. In this article, we'll walk you through everything you need to know to improve your spend management strategies so you can set your business up for success. 

8 strategies to streamline month-end close
Guides 8 minute read

8 strategies to streamline month-end close

Ah, month-end close…that unavoidable time of the month that accountants dread. If you’re lucky enough to be unfamiliar, month-end close is the process of reviewing, reconciling, and closing the books at the end of each month to ensure accurate financial reporting and compliance. It’s a recurring challenge, demanding precision and unwavering attention amidst a whirlwind of activities. In this guide, we help you get rid of the monthly doom and gloom by breaking down eight strategies to streamline month-end close.

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