Plooto
Payment automation for accounts payable and receivable, helping accounting firms manage client payments, approvals, and reconciliation.
Website: www.expensify.com
Expensify is an expense management platform with SmartScan receipt capture, automated expense categorisation, report generation, corporate card management, and approval workflows. It integrates with QuickBooks, Xero, NetSuite, Sage Intacct, and other accounting systems.
Accounting firms use Expensify for clients that need to manage employee expenses — staff photograph receipts, the platform extracts the data and creates expense reports, and approved expenses sync to the accounting software. The corporate card program (Expensify Card) provides real-time transaction data without manual receipt matching. Multi-level approval workflows and policy enforcement help businesses maintain spending controls.
Expensify is best suited for businesses with regular employee expenses (travel, meals, supplies) that need to automate the report-and-reimburse cycle. Firms often recommend it to clients as part of their accounting tech stack to reduce the manual work of expense reconciliation.
Payment automation for accounts payable and receivable, helping accounting firms manage client payments, approvals, and reconciliation.
E-commerce bookkeeping automation that extracts, categorizes, and syncs sales data from Shopify, Amazon, and eBay into accounting software.
Automates data entry for accounting firms by capturing receipts, invoices, expenses, and statements using OCR technology.
Cloud-based accounts payable and receivable automation that streamlines payment processes for businesses and accounting firms.
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