Partner Program

Training & Certification

Learn how to connect Expensify to your accounting software, set up new clients with the mobile app, and train your clients on best practices.

ExpensifyApproved! University

Free Expensify training and certification for any accountant — all graduates get a free Expensify account!

Get Certified

Expensify Webinars

Learn how to manage expense policies and reconcile company cards with live webinars led by the Expensify team.

Register

Mobile App Demo

A step-by-step guide on how to use the Expensify mobile app to create expenses and submit reports.

Watch Video

Feature Breakdown

Learn how to create an expense policy, capture receipts, enable multiple layers of approvals, reconcile company cards, and everything else you need to get started with Expensify.

Client Setup

From creating expense policies to inviting new users, this guide includes everything you need to know to get started with Expensify.

Receipt Capture

Snap a photo with SmartScan OCR, forward receipts to receipts@expensify.com, or import receipts automatically from dozens of ReceiptBurner integrations. Learn how to track receipts using Expensify!

Approval Workflows

Set up multiple levels of approval, so reports can be approved instantaneously by managers and finance admins.

Credit Card Reconcilation

Expensify imports the corporate card feeds directly into the cardholder’s Expensify account, then auto-merges each card transaction to the corresponding receipt. Configure company cards for automatic reconciliation here!

Curious about a feature that's not listed here? Search docs.expensify.com for guides on all of Expensify’s features and integrations.

Calculate how much you'd save by switching to Expensify

Expense reports with Expensify take 83% less time, freeing up your team to focus on more important things.

Calculate your savings

Client Resources

From creating expense policies for new clients to educating clients how to add new employees to existing accounts, these resources teach you and your clients how to get the most out of Expensify.

Email Template

Easily invite new clients to start using Expensify with this pre-written welcome email, providing a short overview of product features and benefits.

Employee Training

Are your clients’ employees starting from scratch with Expensify? Pass along this guide to teach them how to track receipts and submit expenses, or invite them to register for an employee training webinar.

Admin Training

Will one of your clients be the Expensify admin for their organization? Send this walkthrough to teach them the ins and outs of Expensify, including how to set up an expense policy. For a live overview of day-to-day policy management and administration, invite them to register for the admin training webinar.

Support Resources

Gain helpful support from our dedicated customer success team by writing to help@expensify.com, access our online support portal at docs.expensify.com, or ask any questions in our community forum.

Businesses that adopt Expensify see a 598% return on their investment.

— Forrester TEI Report, 2017 Find Out How
Get Started

Become an ExpensifyApproved! partner today

We’ll help you master Expensify so you can master your clients’ expenses.