Heading midway into 2017, Expensify is making news at every corner. To date, the The leading expense reporting software provider has added 15 new customers in the United States, and has recently surpassed 35,000 global customers.
In addition, it has added Xero, HappyFresh, GoCardless, Adroll, and countless new international friends to the fold.
In other Expensify news:
Wingman has been renamed "Copilot"
That's right, the access feature that enables one user to sign in to another's account to help them out has a new name.
There's been a major UX simplification to the mobile app
Expensify has removed the buttons along the bottom and put them into a "hamburger" menu in the upper-left.
The decision behind the move centers on the ideas of "realtime expense management," where you use mobile receipt capture, bank feeds, direct accounting integrations and Expensify's Concierge artificial intelligence to automate away 95 percent of the tedious work. This enables you to surface the remaining 5 percent via your Inbox.
It can train its AI on your process, and in the vast majority of the cases execute that process for you. Accordingly, the "right" way to use Expensify is to allow Concierge to "interview" you upon setup to learn your team's configuration, scan receipts as you get them, and then sit back and wait for Concierge to do the work.
In most cases, Concierge will not only read your receipt for you, but also match it against your credit card (the heart of our patents), split it into the correct reimbursable/non-reimbursable workflow, analyze it against your expense policy, export it to your company's accounting package, and then reimburse you online.
This overall design philosophy means that, at least in theory, you shouldn't need to scan through tons of expenses to figure out what to report, or look through lists of reports to see which you need to approve, etc.
Rather, just wait for Concierge to tell you precisely which expenses, receipts and reports need your attention – and when done, you can go do something else.
This is why Expensify moved the Expenses, Reports and Trips lists behind the hamburger menu. While they are critical lists, in a world before Concierge's AI, you would need to consult them frequently. But with everything configured correctly, you should almost never need to look at them yourself.
Don't forget the open casting call for ExpensiCon II
If you haven't already seen it, don't forget "ExpensiCon" – the second all expense paid, invite-only conference, this time, on a private island in Bora Bora. Expensify is inviting the 100 most interesting and influential people it can find together for sun, food, drinks and thought leader conversation.
For more information, email joinus@expensicon.com or click here.
New office opening in Portland, Ore.
The mysterious new tenant in the derelict First National Bank building in downtown Portland now belongs to Expensfiy. Built 100 years ago and vacant for way too long, it has renovated the digs and is hiring a team. If you're interested in finding out more, click here.