Home / Payroll, AP/AR & Bill Pay with AI
Expensify
Expense management, cards and bill pay that firms run for clients via the ExpensifyApproved! program: free firm account, 50% client discount.
| What the AI does | Concierge AI learns categorization, matches transactions, builds reports, explains its actions and flags policy violations; SmartScan receipt capture (99% accuracy); custom AI agents; Expensify MCP |
|---|---|
| Who it serves | All practices |
| Starting price | Free plan; Collect $5/member/mo; Control from $9/active member/mo |
| Pricing model | Freemium per member/month |
| Free trial | Free plan available |
| Best fit | Solo practitioner, Small firm |
| Category | Payroll, AP/AR & Bill Pay with AI |
| Also fits | Document Collection, OCR & Data Entry |
| Works with | QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, FinancialForce |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Expensify is listed as a fit for solo practitioners and small firms, and the vendor names accounting practices generally on its own site. The job it gets hired for: running client payroll, bills and receivables through a firm console, with AI catching what's off. It also fits the Document Collection, OCR & Data Entry category.
What it costs
Expensify has a free plan to start: Free plan; Collect $5/member/mo; Control from $9/active member/mo.
Good to know
Expensify is expense management, cards and bill pay with a long-running accountant program, ExpensifyApproved!: a free Expensify account for the firm, 50% off direct rates for your clients with no annual commitment, revenue share on client card spend, a dedicated partner manager and a free certification course. Concierge AI learns how you categorize and takes it from there, explains its actions, flags policy violations in real time and builds the reports, SmartScan captures receipts, and the Expensify MCP connects Claude and ChatGPT to live data. Client pricing is a free plan for everyone, Collect at $5 per member per month and Control from $9 per active member with third-party card feeds and admin controls, with discounts for annual commitments and Expensify Card use; it syncs to QuickBooks Online and Desktop, Xero, NetSuite and Sage Intacct.
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