Expensify Integrates Directly with FinancialForce Accounting and PSA for Enhanced Workflow Automation

Expensify has boosted its FinancialForce integration with
increased coding functionality, tax support, and more for both
Accounting and Professional Services Automation

LAS VEGAS–(BUSINESS WIRE)–#ExpenseReportsThatDontSuck–Expensify, the world’s fastest-growing
expense reporting software, has upgraded its integration with
FinancialForce Accounting and Professional Services Automation (PSA) to
offer time-saving features to customers of all sizes. The
Expensify-FinancialForce integration is an automated, two-way direct
sync for FinancialForce Accounting and PSA that unlocks greater
configuration options to smooth out the expense life cycle from
transaction to general ledger.

“We wanted to give current and prospective customers – many of whom run
their businesses entirely on Salesforce – a more robust, intuitive
solution that grows with their needs,” says Jason Mills, Director of
Sales and Success at Expensify. “Our deeper integration with
FinancialForce systems takes away the back-and-forth busywork that
typically ties together the expense management and accounting processes.”

With FinancialForce Accounting, admins can choose to import tax codes
and up to four levels of dimensions into Expensify, and export expenses
as payable invoices with status and date to FinancialForce. On the PSA
side, users can code assignments, projects, and milestones, as well as
export expenses as expense reports and tax amounts as billable or
nonbillable.

“We’re excited that Expensify has released a new version of its
integration with FinancialForce to offer a more seamless way for our
mutual customers to manage expense reports,” says Johnny Ola, VP of
Global Alliances and Business Development at FinancialForce. “We can’t
wait to see the expanded time savings and user-experience benefits that
our mutual customers will achieve in the future.”

Stop by the Expensify booth at FinancialForce Community Live in Las
Vegas to meet the team, or click here
to learn more about the integration.

About Expensify

Founded in 2008, Expensify is the global innovation leader in automated
receipt and expense management with an easy-to-use mobile and web app.
The app automates the entire expense reporting process with SmartScan
OCR receipt tracking technology, company card management, and integrations
with all major accounting softwares. Headquartered in San Francisco,
Expensify continues to expand-ify with offices from London to Melbourne,
working around the clock to keep 5 million users smiling.

About FinancialForce

FinancialForce is a leading cloud ERP for the new services economy. The
#1 ERP native to the Salesforce platform, FinancialForce unifies data
across the enterprise in real-time, enabling companies to rapidly evolve
their business models with customers at the center. Founded in 2009 and
headquartered in San Francisco, FinancialForce is backed by Salesforce
Ventures, Technology Crossover Ventures, Advent International, and
UNIT4. For more information, visit www.financialforce.com.

Contacts

Expensify
James Dean
press@expensify.com