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.

Why your organization needs to automate travel expense management
Guides 8 minute read

Why your organization needs to automate travel expense management

This article will explore how automation reshapes corporate travel and expense management and why it matters for your business. Plus, we'll show you how to achieve travel expense management automation. Whether you're a startup or an established business, understanding the ins and outs of this process is the ticket to stress-free expense management for business travel.

6 alternatives to Quickbooks that make accounting a breeze
Guides 7 minute read

6 alternatives to Quickbooks that make accounting a breeze

QuickBooks has long been the popular accounting software pick, and it is loved for its wide array of features. However, as businesses grow and evolve, so do their accounting needs. It is vital to consider which accounting software other than QuickBooks truly fits your unique business journey—because, let’s face it, there is no one-size-fits-all here! In this article, we’ll explore six top QuickBooks alternatives. From Xero to Sage, we’ll dissect each option and help you find the right tool that complements your business and makes you look forward to crunching numbers.

The top business travel management platforms in 2025
Guides 6 minute read

The top business travel management platforms 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.

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

How to fill out a receipt book in 6 steps
Guides 8 minute read

How to fill out a receipt book in 6 steps

Whether you’re a small business owner or a freelancer, keeping track of the products and services you sell is essential. Enter the receipt book.  While many are shifting to digital receipts, understanding how to use a receipt book is still valuable because not everyone’s ready to go digital. In this article, we’ll outline how to fill out a receipt book in six steps so you’re prepped and ready to track every sale — even if the power goes out.

What to know about mileage reimbursement in California
Guides 8 minute read

What to know about mileage reimbursement in California

Whether you’re an employee or an employer, understanding the rules of mileage reimbursement in the U.S. is essential for ensuring accuracy and staying compliant. And in states like California, specific regulations govern reimbursement practices, making this part of expense management even more complex. In this guide, we'll provide you with clear and actionable points to help you navigate the California gas mileage reimbursement rate in 2024 with ease.

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