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Cool Tools – Expensify

Expense reports that don't suck!

Let Expensify’s intelligent automation handle your expenses in real time because you have better things to do. Whether you’re the credit card type or like to make your purchases with cash (or, gasp, a check!), they’ve got you covered. Either import transactions directly from your card or use your phone to capture cash expenses and their accompanying receipts. Pick and choose which expenses to add to a report, and they will take care of the rest! You can even get reimbursed directly to your checking account!

On the approving end of expenses? Set up some basic guidelines for expenses, and they will automatically categorize them and point out possible violations of your expense policy. Then, approve only the expenses you want and sync them with your accounting package to keep the general ledger in check.

Expense reports – are not your most exciting responsibility to handle! Most folks find tracking the expenses and receipts to be nothing but a headache … but a business is legally required to maintain receipts as a backup for business expense deductions on their taxes, so you have to do something!

Expensify is a great tool that helps with this … you can take a photo of a receipt and code it right from your smartphone! So easy! And the best part for the bookkeepers is that we get the data upfront, so no time is wasted chasing folks down for something they don’t like dealing with. The expense gets entered right the first time! Expensify also fully integrates with QuickBooks, so no extra work having those details in your bookkeeping.

Expensify is a great tool for businesses that want to streamline tracking their business receipts.

What are your favorite tools? We’d love to hear from you.

Cool Tools – Expensify

Bookkeeping is the bread and butter of our business.

It’s also where we came from, what we love most, and what we’re best at. It does wake us up in the morning and makes us smile when we begin to work! But bookkeeping in the cloud takes all of that joy a few levels higher by optimizing opportunities to automate data entry and connect the vast universe of various online tools that can synchronize seamlessly with your QuickBooks Online. ZümiFi is experienced in understanding each client’s needs, then making custom-designed recommendations that will truly move things forward to deliver great books.

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