CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

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

  • CPA (CA)
  • CPA/CITP
  • CMA
  • CPA (US)
Fyle vs Expensify: How new-age expense management solves for challenges of today

1 Credit

FREE

Subject Area

Accounting

Webinar Qualifies For

1 CPE credit of Accounting for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 CPD credit (Verifiable) of Information Management for all CITP (AICPA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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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

Testimonial

4

(116)
34%
44%
14%
9%
0%

KM

Helpful information! Will be looking into this program!

KM

Helpful information! Will be looking into this program!

CK

Great

HV

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

MB

great

MC

A little above my knowledge level