Josh LanceJosh Lance
Use Expensify To Get Expense Reimbursements Automated and Organized

Use Expensify To Get Expense Reimbursements Automated and Organized

Companies with multiple employees can struggle to handle expense reimbursements.  Using manual or paper based systems are inefficent, prone to error, and time intensive.  The good news is that there is a great software that links up with Xero or Quickbooks Online to help your company automate and streamline the entire expense reimbursement process. That software is Expensify.

Expensify allows your company’s employees to create expense reports digitially by scanning their receipts and submitting their expense reports timely for approval.  Employees have access to an application that allows them to take pictures of their receipts via their smartphone and create reports on the fly.  SmartScan technology can read receipt details and categorize expenses. Expensify also allows companies to setup expense reimbursement policies that are enforceable and easily allows you to see where employees are not complying.  Approval workflows can be setup so the right people are reviewing and approving the expense reports.  The system automatically detects duplicate expenses and provides a full audit trail.  Best part is that you can reimburse employees via ACH directly from Expensify.


We believe that Expensify is the best software on the market for this and we are proud to announce that we are an ExpensifyApproved! Partner!  Let us know if you are interested in learning more about Expensify. We also can get you a sweet 15% off the price of the software.

About Josh Lance

A licensed certified public accountant (IL) and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home.  Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra high net worth family office.  Josh is also an adjunct professor at Northwestern University in Evanston, IL.  He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 by CPA Practice Advisor.