| Functionality | 8 <p>Expensify offers a comprehensive expense management platform that combines receipt scanning, expense tracking, corporate cards, and bill payments in one cohesive system. The platform excels in its core expense reporting capabilities with standout features like SmartScan technology for receipt processing and automatic report generation. The recent launch of New Expensify has enhanced the platform with contextual, real-time chat functionality that turns every financial transaction into a conversation, though its procurement capabilities aren't as developed as some competitors.</p> | 7 <p>Pleo started as a smart company card solution and has grown into a broader expense management platform. It offers prepaid company cards with individual spending limits, real-time expense tracking with receipt capture, and basic reimbursement workflows for out-of-pocket spends. It may not venture into complex AP automation, but it thoroughly covers everyday corporate spending needs, from lunches and software subscriptions to employee mileage claims.</p> |
| Ease of Use | 7 <p>Expensify creates an intuitive expense submission process, particularly through their mobile app. The platform's one-click receipt scanning and automatic categorization significantly reduces friction for end users, making compliance with expense policies nearly effortless. Some users may need some time to adjust to the 'New Expensify', conversational appraoch to financial management though.</p> | 8 <p>Pleo is built with simplicity in mind, making it extremely intuitive for end users. Employees simply pay with their Pleo card, snap a photo of the receipt, and the expense is essentially done – the app notifies them if anything’s missing, so compliance is high. Finance teams find Pleo easy to navigate as well, with a tidy dashboard for approvals and exports. </p> |
| Look and feel | 8 <p>Expensify provides a clean, intuitive interface with a modern design that prioritizes simplicity and ease of use. The mobile app mirrors the desktop experience with thoughtful design choices that make expense submission straightforward. The New Expensify platform introduces a chat-based interface that feels fresh and innovative, though some users may need time to adjust to this conversational approach to financial management.</p> | 9 <p>Pleo’s design is stylish, friendly, and clear. The mobile app and web interface are cleanly laid out, using intuitive icons and plain language that make expense tasks almost enjoyable. Information is presented without clutter, and the platform’s speed and polish (along with a bit of Pleo’s signature playful branding) give it a modern, approachable vibe.</p> |
| Customisability | 5 <p>Expensify offers adequate customization options for basic spending policies and approval workflows, allowing businesses to establish expense categories and configure approval chains. The platform provides some flexibility in configuring reporting views to match specific business needs. However, more complex organizations may find the customization capabilities somewhat limited compared to enterprise-focused alternatives.</p> | 5 <p>Pleo focuses on a standardized, easy experience, which means slightly fewer levers to pull for custom setups. You can configure expense categories to match your accounts, set individual spend limits or monthly budgets, and define basic approval rules (like require manager approval over X amount). However, it doesn’t offer deep customization of workflows or complex policy rules – the philosophy is “sensible defaults” that fit most small businesses.</p> |
| Ease of Setup | 6 <p>Expensify is relatively easy to adopt, especially for small teams, but full configuration can get intricate if you leverage its advanced features. Fortunately, there are many guides and an onboarding checklist, and for common setups (like linking QuickBooks or Xero), it's pretty plug and play.</p> | 8 <p>Getting up and running with Pleo is quick and hassle-free. Small and mid-sized businesses can sign up online, and within a very short time they can issue virtual cards to employees and start capturing expenses. The onboarding process is guided and doesn’t demand heavy IT involvement.</p> |
| Customer Support | 5 <p>Expensify delivers reliable customer support with generally good response times, though the platform emphasizes self-service through comprehensive documentation and knowledge base resources.</p> | 7 <p>Pleo provides responsive, helpful customer support. Support agents are available via chat and email. When tested, we found them ready to assist with everything from onboarding questions to troubleshooting issues, and they often respond quickly (<2 hrs) despite Pleo’s large customer pool. The company also supplies a wealth of self-service resources and an active community.</p> |
| Integratability | 9 <p>Expensify integrates exceptionally well with a wide range of accounting platforms, ERP systems, and business tools, offering one of the most extensive integration ecosystems in the expense management space. The platform connects seamlessly with popular accounting software like QuickBooks, Xero, and NetSuite, as well as travel booking tools, HR systems, and CRM platforms. </p> | 7 <p>Pleo connects with a variety of accounting systems and business tools to streamline your workflow. It has direct integrations with popular software like Xero, QuickBooks, and Sage, enabling one-click export of expenses with all receipts attached. It also offers open APIs and supports exporting data for systems it doesn’t directly integrate with.</p> |
| Ease of Migration | 7 <p>Expensify provides robust data export capabilities in multiple formats including CSV, PDF, and direct accounting system exports for transaction data, expense reports, and accounting reconciliation.</p> | 7 <p>Exporting data from Pleo is straightforward, albeit rarely needed extensively due to its integrations. Finance teams can export expense data (with all receipt images) in formats like PDF or CSV for external reporting or audits. Pleo also allows one-click export to accounting systems, which is its primary method of data transfer.</p> |
