Fyle vs Expensify: How new-age expense management solves for challenges of today

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Fyle vs Expensify: How new-age expense management solves for challenges of today

Learning Objectives

To discuss how expense management has evolved
To compare Fyle vs Expensify
To examine why 40+ customers have switched from Expensify to Fyle in the recent past

Course Description

Expense management refers to the systems deployed by a business to process, pay, and audit employee-initiated expenses. These costs include, but are not limited to, expenses incurred for travel and entertainment. Expense management includes the policies and procedures that govern such spending, as well as the technologies and services utilized to process and analyze the data associated with it.

Managing expenses manually can be a tedious process. When data is collected, it remains stagnant until there’s human intervention. Error-prone and clunky expense report forms, slow reimbursements, and confusing travel and expense policies are all key frustrations for your staff when it comes to expense management. Not only do your employees get annoyed, but also your organization lacks complete visibility into dollars spent.

Expense management as a problem is not new but the challenges keep changing. And solutions like Expensify do not solve the current problems being faced by users and finance teams.

In this webinar, we will cover how Fyle compares to Expensify based on the following:

Ease of use
Financial controls
The customizability of account and business rules
Expense forms (dependent fields, purposes… which means an employee has to spend less time putting in details)
Automated workflows
Auto-reminders & notifications
Auto approvals
Auto submissions
A multi-organizational system that talks to each other (e.g. approver in another org, and submitter in another org)
Integrations
Support (Customer Success + Tech Support)

This CPE webinar will be beneficial to middle and senior-level accountants and financial staff working in the industry by introducing them to Fyle Expense Management software.

Webinar Qualifies For

1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit for CPA in Canada
1 CPE Credit for Certified Management Accountants (CMA)
1 CPD Credit of Information Governance for Certified Information Technology Professionals (CITP)
1 CPD Credit of Information Governance for Certified Information Technology Professionals (CITP)
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

About Instructor

Siddharth Deswal

Director of Marketing, FYLE

Siddharth leads Marketing at Fyle. He has over 8 years of B2B SaaS marketing experience. Prior to Fyle, he has worked with multiple SaaS companies across sectors in full-time and consultative capacities. Siddharth is a Mass Media graduate with an MBA in Marketing.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4

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Terrible

Heather Verble, CPA (US)

Very well done comparison of the two products. It stuck to the facts for comparing as well, which I liked.

Kati Meader, CPA (US)

Helpful information! Will be looking into this program!

My CPE, CPA (US)

A little above my knowledge level

Cin Khai, Tax Professional, Maryland Tax Preparer

Great

Mary Benson, CPA (US)

great

1 Credit

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Subject Area

Accounting

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Fyle vs Expensify: How new-age expense management solves for challenges of today

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Siddharth Deswal

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4

Heather Verble, CPA (US)

Kati Meader, CPA (US)

My CPE, CPA (US)

Cin Khai, Tax Professional, Maryland Tax Preparer

Mary Benson, CPA (US)

Subject Area

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