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:

https://www.usetallie.com/

______________________________________

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:

http://use.expensify.com/

_______________________________________

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:

https://www.shoeboxed.com/

____________________________

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/

 

Click here to return the the software guide and reviews for accountants