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Free Live Workshops (and Recordings)

Expensify’s free workshops are designed to help expense submitters and approvers understand a whole host of information - from importing credit card transactions, capturing receipts and submitting reports, to setting up a company account, creating a company expense policy and approving/reimbursing reports.

Expensify for Small Businesses (QuickBooks)

This workshop is recommended for administrators and accounting/finance departments who would like assistance in setting up a company expense policy and creating a QuickBooks connection.

Setup and Administration for Medium-Large Businesses

This workshop is inteded to help companies of all sizes gain access to a greater level of control (e.g. strict expense policy enforcement), and for medium and large companies, to integrate Expensify into an existing accounting process with enterprise level accounting packages (such as NetSuite, Microsoft Dynamics, and Oracle).

Expensify Training for Employees and Individuals

This workshop is intended to help employees and individuals who would like to understand more about Expensify’s workflow and basic functionality.

Expensify for Small Businesses (QuickBooks)


Setup and Administration for Medium-Large Businesses


Expensify Training for Employees and Individuals