Story image

Expensify upgrades integration with FinancialForce and PSA for better workflow automation

20 Jun 2017

Expense reporting software Expensify 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.

The Expensify app has 5 million users worldwide and automates the expense reporting process with SmartScan OCR receipt tracking technology, company card management, and integration with all major accounting softwares.

FinancialForce is a cloud ERP for the new services economy native to the Salesforce platform.

It unifies data across the enterprise in real-time, enabling companies to rapidly evolve their business models with customers at the centre.

“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 Expensify sales and success director Jason Mills.

“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 FinancialForce global alliances and business development VP Johnny Ola.

“We can’t wait to see the expanded time savings and user-experience benefits that our mutual customers will achieve in the future.”

Adobe, Microsoft and LinkedIn join forces to accelerate account-based experiences
“With these new account-based capabilities, marketing and sales teams will have increased alignment around the people and accounts they are engaging.” 
Winners of 2019 Adobe Experience Maker and Marketo Revvie Awards announced
The Adobe Experience Maker Awards recognise Adobe Experience Cloud customers and partners.
Adobe opens up marketing opportunities with Roku
Adobe and streaming TV platform Roku are now offering Adobe customers the ability to precisely target consumer audiences moving to over-the-top content (OTT).
Adobe Summit kicks off the future of customer experience in Las Vegas
“Today, at Adobe Summit, we unveiled significant new capabilities in Adobe Experience Cloud, including the introduction of Adobe Commerce Cloud and Marketo Engage, and general availability of Adobe Experience Platform.”
Interview: CloudBNE's world of AR, AI, and geospatial tech
“In New Zealand I used to hear, ‘we are so small; the market isn’t big enough…’ I often hear the same thing in Australia and even through parts of Asia.  Could we have launched CloudBNE in New Zealand? absolutely.”
NZ's aged care population held back by digital divide
Aged care facilities are slow to provide WiFi access for residents, and interviewees said they would like to see aged care operators provide more support.
‘Buy-now-pay-later’ taking consumer markets by storm
A new survey shows that young people are embracing this new method of purchasing, with over 1.5 million users in the last year in Australia alone.
Better data management: Whose job is it?
An Experian executive’s practical advice on how to structure data-management roles within a modern business environment.