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.

Track expenses in simple steps using Excel
Guides 8 minute read

Track expenses in simple steps using Excel

Efficient financial management is crucial for personal and business success. While countless tools are available on the market, an Excel expense tracker is a versatile option that allows users to streamline expense management in a customizable format. In this article, we’ll guide you through some simple steps on how to create an expense tracker in Excel. Then, we’ll explore other options that may be a better fit if you want to streamline and automate your expense tracking processes.

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.

What are itemized receipts?
Guides 6 minute read

What are itemized receipts?

Itemized receipts are simpler than they sound, and can actually simplify your financial management process. But what is an itemized receipt, and why do you need one? In this guide, we'll explore what they are, illustrate what they look like, how to request one, and highlight why they're significant for a business's expense management.

Expensify vs. Concur: Which is a better fit?
Guides 7 minute read

Expensify vs. Concur: Which is a better fit?

For any company of any size, managing expenses efficiently is crucial for success. Expense management software streamlines financial processes and enhances productivity. Among the top contenders in this space are Expensify and SAP Concur, both offering unique features tailored for different business needs. In this guide, we'll compare Expensify vs. Concur, examining their key features, operational similarities and differences, and the best use cases for each solution.

Expensify vs. Bill.com: Expense management for small businesses
Guides 6 minute read

Expensify vs. Bill.com: Expense management for small businesses

Running a small business is a whirlwind. Between chasing leads, closing deals, and keeping employees happy, managing expenses can feel like an afterthought. Luckily, there are powerful tools like Expensify and Bill.com that streamline expense management and tame the cash flow chaos. But with so many options, which one reigns supreme for small businesses? We're diving deep into Bill.com vs. Expensify, analyzing their strengths and weaknesses to help you make the perfect choice for your growing business.