ExpensePoint Reviews

“The ultimate solution for my expense reports

Pros

My favorite aspect of this platform is how intuitive and convenient it makes the entire process of managing expenses. With its receipt scanning feature, I can simply snap photos of my receipts and avoid the hassle of dealing with paperwork and manually entering details.

Cons

I've encountered location accuracy issues that led to incorrect mileage calculations. Also, I find the mobile interface of the app could be more intuitive and easier to navigate.

“Silly happy ExpensePoint customer

Pros

This product is excellent, and the team behind it has made the purchasing process smooth. Rupy makes my life easier because I can just tell her what I need, and she responds with "I can handle that."

Cons

It takes some time investment to properly set it up for my needs. I can be a bit impatient...

“Critical Software for Non-profit

Pros

The ExpensePoint system is robust in its capability to manage and track expenses effectively. The mobile app is particularly very easy to navigate, and the ability to upload receipts with automatic OCR scanning significantly enhances usability.

Cons

The main web interface feels outdated and confusing to me. While functional, there are features on the website that aren't accessible through the mobile app, like adding an email address for receipt uploads.

“customer service team is a gem! Helped me to make sense of managing expenses for our team.

Pros

Integrating with this platform has been seamless. The customer service is exceptional, and I would highly recommend it to anyone looking to simplify their expense reporting.

Cons

My experience has been good so far. I've faced challenges with the downloaded desktop version, but I've found using the mobile app and website as a workaround works for me!

“Water First

Pros

It's relatively simple to use; any challenges have mostly been related to the complexity of our GL coding, which isn't specific to ExpensePoint.

Cons

The analysis capabilities could be more versatile. I'd appreciate the ability to add data fields to existing reports or create my own reports from scratch using any available data field, but it seems limited currently.

“Excellent Support

Pros

We appreciate how user-friendly the mobile app is and the streamlined administrative setup.

Cons

There's a lot of clicking involved, and the workflow isn't always easy for new users. Sometimes, it takes a while for receipts to process.

“Expensepoint: the most value-adding, and easy to implement expense reporting system I've ever seen!

Pros

The receipt wallet and receipt scanning feature are universally loved by all employees. Being able to simply upload pictures and return to find almost completed expense reports, requiring just a few clicks to submit, has revolutionized how we manage expenses, whether on the road or purchasing on behalf of the company. In Accounting, we value how easy it is to review, approve, integrate with QuickBooks, and reimburse, all within ExpensePoint. The integration that automates reimbursements has saved our accounting team countless hours previously spent reconciling, recording, and processing payments via AP. Now, issuing payments takes less than a minute, it's simply fantastic!

Cons

We encountered a few issues entering banking information for reimbursements, but the implementation team manually made adjustments and guided us through.

“GGFdn

Pros

The program's simplicity allowed us to customize it to our specific needs without unnecessary features.

Cons

So far, I haven't come across any cons.

“Exactly what I needed

Pros

It's affordable and provides exactly what I need for managing expenses.

Cons

It's not as intuitive as Concur, but it's not a deal breaker for me.

“Great product with great customer service

Pros

I found the platform incredibly easy to get started with, which was a pleasant surprise. Its intuitive interface made navigating through the initial setup easy, allowing me to quickly familiarize myself with its features and functionalities.

Cons

Honestly, there wasn't anything that I didn't like.

“Great software!

Pros

The ease of use, excellent customer support, and seamless integration with accounting software make it highly customizable to our requirements.

Cons

It doesn't integrate with all accounting systems, but that's understandable.

“ExpensePoint

Pros

The ability to export data to CSV format and seamlessly import it into my accounting software is an invaluable feature that enhances the overall efficiency of managing financial records.

Cons

The billable portion doesn't function properly for me. Also, I'm not fond of how GST is separated from the line items and entered as a separate line. I'd prefer each line to indicate "G" for GST or "E" for exempt.

“Helpful

Pros

Personalization, ease of use, and user training were standout features for me.

Cons

A feature to prevent report submissions without all required information would be useful.

“Expense point is a good software to use.

Pros

I find the PDF download feature, which includes expense reports along with receipts and GL codes, very useful.

Cons

I don't see any bad features at the moment.

“Affordable and Easy to Use!

Pros

It's easy to use with a quick learning curve. The customer service is outstanding, and the training provided was very beneficial.

Cons

At the moment, everything is functioning perfectly according to my requirements.

“Suitable for all!

Pros

When reviewing software options to suit my needs, I wanted something simple with clear and useful reports, and so far, I'm pleased with it! The team has been incredibly helpful and friendly.

Cons

As a new user, I haven't encountered any cons yet.

“ExpensePoint

Pros

No more need to keep all those paper receipts, file them, or chase after users.

Cons

The process of getting reports into my accounting system feels too lengthy. An easier and quicker method would be helpful.

“Review

Pros

ExpensePoint is very user-friendly with a supportive network, even from afar.

Cons

I find the software quite easy to use, but standardizing more currencies would be beneficial.

“Review for Entrust Services

Pros

The customization capabilities offered were truly remarkable, allowing me to tailor the platform precisely to meet my specific needs and preferences. This flexibility significantly enhanced my experience and productivity when using the software.

Cons

It was a bit challenging to fit our business into the predefined categories.

“Review

Pros

Transactions imported from the bank can be matched to expenses seamlessly.

Cons

I've found that grasping the intricacies of workflow management has presented some challenges and complexities for me.

“Expense Point Implementation

Pros

The software is user-friendly, and I found the initial setup to be quite simple without encountering any significant challenges. This ease of setup made it quick and efficient to get started and begin utilizing its features right away.

Cons

The setup documentation is lacking. Basic setup information Is not readily available.

“ExpensePoint - New User, Great Onboarding!

Pros

The onboarding experience was thorough and helpful.

Cons

It would be excellent if receipts could sync to QuickBooks Online along with expenses. Currently, receipts don't sync to QuickBooks.

“Professional expense tracking software

Pros

It helps me track all my business expenses easily, set up and manage spending.

Cons

It's not compatible with some other accounting software.

“Goodbye Excel, Hello Efficiency!

Pros

What I really like about the software is how user-friendly and comprehensive it is, it streamlines everything just the way you'd expect from such software. The customer support is also outstanding; they're responsive, knowledgeable, and always go the extra mile to ensure a great experience with ExpensePoint. They don't just answer my questions; they also suggest features based on our conversations. That's exactly what you want in a company!

Cons

This isn't so much about ExpensePoint as it is about certain major credit cards. We initially used Capital One Spark Miles CC, but found they don't support VCF Feed or work with authorized users via Plaid integration. This caused significant delays in our implementation. After contacting ExpensePoint support, they provided examples of credit cards with VCF feed support and better integration options, which was helpful. It would have been even better if our sales or implementation team had asked about this upfront, saving us about two months of delays.

“Expense report is easy to use

Pros

The expense report function is very easy; I can upload receipt photos, categorize them, and submit them for approval, it's also quick to load.

Cons

I dislike having to switch between different software to achieve the same outcome. The program seems suitable for its purpose, though.

“Amazing Customer service and software

Pros

The best part about our experience is the exceptional customer service we receive. Our account manager and her team are incredibly proactive and a pleasure to collaborate with.

Cons

I experienced an unexpected lockout, unable to re-enter my credentials to use the program. I had to reinstall it to resolve the issue, though the cause remained unclear.

“Reduced paperwork, printing, and corporate efficiency

Pros

Among all the service providers we considered for cost reporting, this software stood out as the most user-friendly. They ensured we felt comfortable at every stage and tailored their approach to meet our organization's specific needs.

Cons

Finding some rarely used administrative functions, like mapping credit cards to users, isn't straightforward.

“New satisfied customer

Pros

I appreciate being able to interact with real human support, not just automated bots like some other platforms. The flexibility to adjust settings and GL mappings without constant support interaction enhances my user experience.

Cons

It'd be convenient to move expenses between reports without needing to delete and retrieve from the trash.

“FHSU Foundation Review

Pros

I find its simplicity, adaptability, and seamless integration with our accounting software (financial edge) particularly beneficial.

Cons

Once, I suddenly found myself logged out of the application and couldn't log back in. Reinstalling the software did the trick, though I'm unsure what caused the issue.

“Easy all-in-one expense management

Pros

What I love most is the mileage tracking feature. Having tested several other mileage tracking tools, this one stands out because it accurately tracks my routes automatically when I'm on the move, and I can easily edit data and attach receipts before submitting.

Cons

So far, I haven't encountered any issues. I'm satisfied with its performance.

“Good marketing makes sales

Pros

Of all the providers we approached for expense reporting, this team was the most empathetic, ensuring our comfort throughout the process and meeting all our company's needs.

Cons

No complaints about its features and functionality initially, but after the latest update, the app crashes frequently, which is becoming tiresome for some of our users.

“Great Expense Management Software

Pros

The features and functionality are simple, and the customer service support is exceptional.

Cons

We haven't identified any major missing features. Those we initially thought were problematic were resolved with additional training.

“Complete streamline of our expenses

Pros

Managing expenses used to disrupt our workflow with paper vouchers, but now we've reduced printing by nearly 50%. The receipt wallet feature, which stores receipts in real-time, is invaluable for field employees. The ability to delegate report authoring to administrators saves time, and the detailed tracking by user, category, and project provides comprehensive spending insights. The cost is incredibly reasonable for such advanced expense tracking capabilities compared to alternatives.

Cons

Depending on the browser and operating system, sometimes the receipts section gets squeezed and isn't visible, especially when using Safari on a Mac system.

“Concise and Easy to Use

Pros

ExpensePoint offers an intuitive interface for navigating through its various functions. The home page dashboard gives a comprehensive view of yearly spending by category, and the report search function allows admins to track approval statuses quickly.

Cons

The mobile app lacks the accessibility of the desktop version, especially for viewing and creating credit card reports for authorized users.

“Quick , fast, easy

Pros

The mobile app is the simplest to use, which is why my sales team exclusively relies on it.

Cons

Can't think of anything. We switched from Expensify, and although there's a learning curve, soon Expensify will be forgotten.

“Expense Point Review

Pros

Not having to chase down receipts or send countless emails for receipts has been a huge relief.

Cons

It took a bit of time to get used to navigating it at first, but with the support of team I feel confident now.

“Untangle the mess of expense and credit card reporting

Pros

The software's ease of use and flexibility are unmatched. I appreciate its compatibility with multiple platforms, including QuickBooks Online, and its automation capabilities have simplified our processes significantly compared to spreadsheets.

Cons

Our corporate cards don't automatically feed transactions into ExpensePoint, so I have to manually upload them periodically.

“ExpensePoint Review

Pros

I value its ease of use and meticulous design. The reporting features are exceptionally well-executed.

Cons

At the moment, there's nothing that comes to mind.

“Product review - Dec 3, 2020

Pros

The software is extremely user-friendly, intuitive for end-users, and easy to configure with robust features. Its integration with corporate cards and detailed reporting capabilities streamline analysis and reconciliation with our accounting system. The export system facilitates seamless imports.

Cons

Not all entered fields can be easily used in export files; customization is required.

“Review

Pros

The mobile app is fantastic, very intuitive and easy to navigate.

Cons

I wish for a direct link with Quickbooks to avoid using third-party software.

“Very Good Product and Support

Pros

Key features like easy expense tracking and excellent product support were crucial for us.

Cons

I've encountered some difficulty with how expenses are added to reports.

“Liteline

Pros

With users completing expense reports themselves, I no longer have to manually calculate or fill out forms for them.

Cons

I can't think of anything. The previous process was entirely manual.

“Best bang for your buck

Pros

Its user-friendliness stands out, especially when adding new reports and expenses.

Cons

Some features, like the workflow manager, aren't intuitive. I've had to Google how to use and set it up.

“ease of use

Pros

The support we received was instrumental in our successful use of this product. Our representative was always available and offered solutions that perfectly suited our needs. The system's versatility allows it to grow with us.

Cons

Data export still requires manual effort as the exported entries don't meet our needs.

“Review from HEAD acoustics

Pros

Using this software is refreshingly simple, and we especially value the mobile application for its user-friendly interface and seamless functionality on the go. The ease of navigation and intuitive design of the mobile app make it an indispensable tool for our daily operations, ensuring that we can efficiently manage tasks and access important information wherever we are.

Cons

Nothing significant, except perhaps the ability to link our corporate American Express card for easier reconciliation.

“Supurb customer support

Pros

It's relatively easy to navigate, and the customer support provided by them has been exceptional.

Cons

There's limited to no automated reporting functionality, such as automated weekly email reports on expense activity or reminders for pending expense items. The Receipt Reader currently only reads three fields.