Expensify is always free for individual users (including 10 free SmartScans per month), but let’s say that you’d like to give it a try, company or department-wide. What do you do? Ask us for a trial? You can, or you can just go for it! You can set up Expensify in just 3 steps.
Expensify only charges companies for the employees that actually use Expensify – we call these employees “active users”. An active user is someone who has submitted one or more expense reports in a given month. On both our Team and Corporate plans, Expensify offers two ongoing, free active users per account for trialling and general “thank you to our users” purposes.
What this means is that you can fully test out Expensify within your company for free. You’ll also have full access to our dedicated, helpful support team to advise you on company set up, general use, and anything specific to your company’s expense reporting process. To get started:
1. Sign up
Go to www.expensify.com, enter your email address, click ‘Sign up’.
2. Upgrade your account to the Team or Corporate plan
Once you’ve logged in, click the ‘Upgrade’ link in the top right hand corner. Choose either the Team or Corporate plan. For the vast majority of QuickBooks users, the Team plan is perfect. If you’re using an enterprise level accounting software, the Corporate plan is for you. If you’re still not sure which to choose, email us at email@example.com and we’ll get you on the right track.
3. Set up your company (Create an expense policy)
To set the rules of your expense policy, invite your trial users, and connect to your accounting software you’ll need to setup a policy. Details on setting up a policy can be found on our Company Setup page or by attending one of our weekly live webinars on company setup.
We also offer free training for your users! Check out our Using Expensify for Employees webinar to get a quick view of our basic functionality.
If you or anyone in your company have any questions along the way we’ll be glad to help in any way we can. Just email us at firstname.lastname@example.org.