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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.”

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