Expensify Resource Center

Guides 9 minute read

The ultimate guide to bookkeeping for small businesses

Bookkeeping is the process of recording your business's financial transactions so that you know exactly how much you're making and where your money is going at any given moment. And if your goal is to run a stable, profitable business, you have to get a handle on bookkeeping. In this guide, we’ll walk you through everything you need to know about how to do bookkeeping for a small business — so you can set yourself (and your business) up for success.

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!

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.

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.

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.

Guides 7 minute read

What is finance automation and why is it important?

Finance automation software is a game-changer in how companies approach expense management. This guide will explore the concept of finance automation, its benefits, and what automation can do for your business.