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

  • Accountant
  • CPA (CA)
  • CPA/CITP
  • CMA
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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. 

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

Who Should Attend?

  • Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 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 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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.

Presenter

About Presenter

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.

About Company

Founded in 2016, Fyle is on a mission to create the most user-friendly expense management experience on the market. A cloud-based, API-driven platform, Fyle’s industry-first AI-powered solution provides a mobile and desktop user experience that integrates with employee-first channels including Google G Suite, Microsoft Office 365, and WhatsApp to automate previously manual tasks associated with expense reporting, optimize productivity and harness analytics insights related to employee spend and corporate expenses. Serving more than 300 customers across over 20 countries, Fyle is backed by Steadview Capital, Tiger Global Management, Pravega Ventures, Beenext, and Freshworks.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4

117 Ratings

Excellent

40

Very Good

51

Average

16

Poor

10

Terrible

0

HV

Heather Verble, CPA (US)

Feb 18th, 2021

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

KM

Kati Meader, CPA (US)

Apr 13th, 2021

Helpful information! Will be looking into this program!

MC

My CPE, CPA (US), CPA/PFS

Feb 18th, 2021

A little above my knowledge level

CK

Cin Khai, Tax Professional, MRTP

Mar 30th, 2021

Great

MB

Mary Benson, CPA (US)

Feb 18th, 2021

great

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

FREE

1 Credit

Subject Area

Accounting

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