Accounting
Expensify Adds New Features to Partnership Program
In addition to these new features, Expensify has also introduced a new tier in the Approved! Program called the Champion tier, whereby firms that adopt Expensify internally get an additional 5% discount for both internal firm use as well as for their ...
Apr. 21, 2017
Expense management provider Expensify has launched a new suite of functionality for accountants and firms in the ExpensifyApproved! Partner program. Expensify is CPA.com’s preferred expense management partner and was voted Best Partner Program by Accountex.
Expensify is improving the program yet again by developing new functionality that allows accountants greater visibility into their clients’ accounts, including:
- Firm-wide billing capabilities: take charge of all clients’ billing centrally, providing insights on monthly spend across the board
- Client dashboard: manage and keep track of all clients in one central dashboard
- Client management tools: create policies and set expense rules on behalf of your clients
“With each new iteration of the Approved! Program, we’re getting closer and closer to the Perfect Setup for accountants and partners everywhere,” says David Barrett, CEO and founder of Expensify. “This new set of functionality will give more control to the accountants, provide more actionable insights for clients on their spend, and make the process of tracking and reimbursing expenses easier than ever.”
In addition to these new features, Expensify has also introduced a new tier in the Approved! Program called the Champion tier, whereby firms that adopt Expensify internally get an additional 5% discount for both internal firm use as well as for their clients’ accounts.
“In conjunction to becoming preferred partners and selecting Expensify as their go-to receipt and expense management solution for their clients, we’ve started noticing an overwhelming number of partners who are taking a look at Expensify and thinking, ‘Wow, we definitely need to implement Expensify in-house,’” says Matt Donaldson, Head of the Approved! Partner Program at Expensify. “As a result, we developed the Champion tier to say thanks to those firms who not only see us benefitting their clients, but are seeing the advantage that Expensify can bring to their firms internally too. It’s an incredibly humbling trend, so we just want to give those partners a little extra for really believing in us and our product.”
To learn more about the ExpensifyApproved! Partner program, visit use.expensify.com/accountants.