Expensify Resource Center

Guides 9 minute read

How to read a cash flow statement for your small business

Understanding the ebb and flow of financial resources is essential for survival and growth. In this guide, we’ll look at your company’s lifeblood: the cash flow statement. We’ll decode the language of your small business’s financial health so you can master this tool that equips you to make strategic, informed decisions to thrive.

Guides 9 minute read

How to manage freelance taxes: A guide

Being your own boss always sounds good on paper, but as a freelancer, when you actually have to deal with paper – including freelance taxes – understanding all your legal and fiscal obligations is crucial. In order to help you budget accordingly, manage your expenses, and plan for tax season, we’ve created this guide to provide freelancers with tips, resources, and answers to some of the most common tax-related questions.

Guides 8 minute read

How to send an invoice: your step-by-step guide (+ Excel invoice template!)

Invoicing might not be the most glamorous task, but it’s a cornerstone of a healthy business. Understanding and implementing the best practices for sending invoices ensures you get paid for your work promptly and professionally. In this guide, we’ll discuss invoicing in detail, from crafting to sending—and even automating—the request for your well-earned compensation.

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.