Expensy Core Features & Functions

Expensy comes with these rich standard features. Most are customizable to your organization.

Take control

Stop missing paper expenses and lost receipts and take control of your organizations expenditures. Follow the trail of submission to approval and to reconcillation.

Automate the Workflow

Designate single approvers or add a multiple layered process to approve exepnses. Approved submissions go to the purchasing agent or fianance. You decide the workflow that best fits the organizations needs.

Reconcile Faster

Reconcile bank and credit card statments with ease, search by ID#, vendor, department or staff member.

Expense Types

Predetermined expense types allows you to track expenses by check, credit, reimbursement or other ways. This is completely customizable to your organization.

  • Check
  • Credit Card
  • Petty Cash
  • Reimbursement
  • Refund
  • Add your type!

Credit Card Types

Get granular with which credit cards are used and for what purpose. This is a great way to see spending if mulitple cards have been distrubuted to your organization. Easily link expense types to credit cards.

  • Staples
  • Amazon
  • American Express
  • Visa
  • MasterCard
  • Add your type!


Your organization has many moving parts and each department has different spending habits. Now you can track expenses by each department to better gauge budgets allocations.

  • Development
  • Human Resources
  • Finance
  • Programs
  • Administration
  • Add your type!

Funding Sources

The most vital part of any organization, your funders want to know how much gets spent on programs and OTPS. Make sure you have that information at your finger tips.

  • Contracts
  • Grants
  • Add your type!

Search Everything

Every input is searchable, decide if you want to search by staff member, date, expense type or credit card, department or contract and grant. You’ll never ever have to go digging through paper or spreadsheets again.

  • Staff member
  • Department
  • Contract or Grant
  • Vendor
  • Amount
  • Search All

Trusted by accounting and nonprofits

Tell us about your organization

Do you have a unique organizational structure? Working with consultants or third party vendors?

Every organization is different, that’s why we offer a custom solution tailored to your organizations needs without the bloat or per user costs. Our cloud based system is a perfect fit for any nonprofit size or structure.

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