Partner Program

Training Resources

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

Expensify 101

Easily present Expensify product features to your client with an overview of how expenses are created, reported, and submitted.

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Mobile App Demo

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

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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.

General 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.

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 use Expensify as an employee.

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.

Support Resources

Gain helpful support from our dedicated customer success team by writing to help@expensify.com or access our online support portal at docs.expensify.com

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

— Forrester TEI Report, 2017 Find Out How
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We’ll help you master Expensify so you can master your clients’ expenses.