Finding a good expense tracking software and reviews for your firm can be challenging. The list below is a great starting point to learn about top of the leading expense tracking applications for CPA firms, accountants, bookkeepers, and more.
Tallie
What it Does:
Tallie is a time-saving business expense report automation software. It streamlines the entire expense management process of businesses, making things easier for accountants.
Main Features:
- Expense reports available anywhere you are.
- Snap a receipt photo. Tallie does the rest.
- Credit card charges pair with their receipts.
- Minimal data entry as smart features fill in the blanks.
Free Trial: (Yes/No)
Yes, 14-day free trial
Pricing:
$9 per active user per month, with a $25 minimum monthly fee
Cloud based?
Yes
Website:
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Expensify
What it Does:
Managing, organizing and reimbursing expense reports made easy and convenient with Expensify
Main Features:
- Expenses Made Easy
- Import and manage all major personal, corporate, and commercial cards
- Support for over 160 currencies as well as international taxes (VAT/GST/HST)
- Auto-categorize expenses based on company accounting policies
- Rebill expenses from multiple reports, send directly to customers
- No More Paper Receipts
- SmartScan inputs the receipt information, then matches the receipt to the expense, eliminating any manual entry
- Enjoy guaranteed, IRS compliant eReceipts for imported bank transactions under $75
- Upload receipts by forwarding email receipts, trip itineraries, and any attachments to receipts@expensify.com
- Bring receipts into Expensify via our Chrome Extension, and integrations with Evernote, Dropbox, Genius Scan, plus more!
- Administration
- Process hundreds of reports in just one click
- Convenient central administration and reconciliation of all company card transactions, at any time
- Reimburse via ACH Direct Deposit, PayPal or payroll, all at no additional cost
- Eliminate duplicate expenses
- Streamline Reporting and Policy Compliance
- Mobile
- Seamless Integrations
Free Trial: (Yes/No)
Yes, 30-day free trial
Pricing:
Plan starts at $5 per active user per month
Cloud based?
Yes
Website:
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Shoe Boxed
What it Does:
Shoeboxed provides a quick and easy way to capture, and archive receipts in one secure location which then makes it easier for businesses to streamline accounting and bookkeeping processes.
Main Features:
- Receipt Organization
- Business Card Management
- Expense Reports
- Mileage Tracking
- Tax Preparation
- Magic Envelopes
Free Trial: (Yes/No)
Yes, 30-day free trial (They also offer a free account good for 1 user only)
Pricing:
Plan starts at $9.95 per month
Cloud based?
Yes
Website:
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Evernote / Expense Magic
What it Does:
Expense Magic & Evernote tag teams to provide a simple and hassle-free expense management process.
Main Features:
- Bookkeeper Service
- Connected Services
- Tax
- Mileage
- Currency Conversion
- Monthly & Custom Reports
- Corporate Accounts
- Accuracy guarantee
- Security
- Customizable Tags
Free Trial: (Yes/No)
Yes, 30-day free trial
Pricing:
Plan starts at $13.99 a month
Cloud based?
Yes
Website:
https://expensemagic.com/evernote/
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