Resource Center

Welcome to the Expensify Resource Center! Dive deep into a treasury of insights where finance meets innovation. From transformative case studies and in-depth industry reports to enlightening videos and practical tools, our curated content is designed to empower businesses and individuals alike.

How to write analytic reports that showcase growth: Expert tips + a free template
Guides 8 minute read

How to write analytic reports that showcase growth: Expert tips + a free template

If you’re running a small business, you don’t have hours to devote to analytical reporting. The good news is that gathering insights and creating reports with the right tools and templates is a walk in the park. 

In this article, we’ll break down everything you need to know about crafting the perfect analytical report, showing you how to craft reports that present data accurately and captivate your audience. Whether it's clients, stakeholders, or your internal team, we'll help you write a compelling report — in no time. 

Business expense reimbursement is made easy with Expensify
Guides 6 minute read

Business expense reimbursement is made easy with Expensify

Managing employee expense reimbursements can sometimes feel like juggling with too many balls in the air. It's about more than just paying back employees; it's about making the process smooth and hassle-free for everyone involved.  In this guide, we’ll walk you through everything you need to know about employee expense reimbursement, so no balls are dropped and everyone is paid back on time. 

Invoice automation: the process, benefits, and how to get started
Guides 5 minute read

Invoice automation: the process, benefits, and how to get started

When your business is just starting out, handling invoices by hand might seem doable. But as your business grows, you’ll quickly find that’s no longer the case. Over time, sticking to spreadsheets can become a major drain on resources and efficiency. That’s where invoice automation comes into play. In this guide, we'll dive into the world of invoice automation, exploring its process, benefits, and signs it might be time for you to hop on board.

9 financial forecasting tips for startups and small businesses
Guides 7 minute read

9 financial forecasting tips for startups and small businesses

As a small business owner, nothing is certain. In a world where market shifts and technological advancements are the norms, having a strategy to anticipate the future is invaluable. That's where financial forecasting steps in. In this guide, we'll simplify financial forecasting with nine practical tips — and help you discover how expense management software can make the process more manageable and insightful for your business.

The ultimate guide to bookkeeping for small businesses
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.