Average Ratings 18 Ratings

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Average Ratings 0 Ratings

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Description

Track expenses, pay bills and generate invoices. Collect payments, plan trips and manage company credit cards. All your preccounting in one app Expense Management – Snap a photo from a receipt with SmartScan to make expense reporting, approval, next day reimbursement, and syncing your accounting software. Expensify Card – Get the best business card for faster expense reporting, making corporate card reconciliation and expenses a breeze. Bill Pay - Send your vendor invoices to Expensify for automatic tracking and approval. Invoices – Create and send invoices while collecting payments and syncing to your accounting package. Travel - Book flights and hotels by speaking with Concierge, your personal travel planner. Personal Payments – Split bills, request payments and chat with friends. Expensify.cash is a great place to start!

Description

Facilitate credit card and ACH transactions seamlessly within Salesforce. You can send payment requests directly to clients, allowing them to complete their payments straight from their email inboxes. With a simple drag-and-drop interface for payment components or terminals, no coding skills are required to set up. Within Salesforce, you have the ability to authorize, capture, void, or refund credit card transactions effortlessly. To enhance security, credit card information can be tokenized, ensuring that sensitive data is not stored. Additionally, you can log various types of payments, including checks, cash, and wire transfers. The system integrates with top payment processors, enabling you to use your current processor or easily create a new account with one that suits your needs. Invoice templates are fully customizable, offering options for discounts, shipping costs, taxes, credit card surcharges, and other potential fees. Flexibility is built in, allowing for down payments or multiple installment plans, and you can print or email multiple invoices simultaneously. The software also provides automatic reminders for any outstanding invoices, ensuring you stay on top of your accounts. It operates natively with Salesforce entities like accounts, contacts, opportunities, quotes, and products, making it a versatile solution for all your payment processing needs, whether you accept credit cards, eChecks/ACH, checks, wire transfers, or cash. Furthermore, this comprehensive system streamlines your financial transactions while enhancing customer convenience and security.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Salesforce Yes 
Stripe Yes 
Beam AI Yes 
Causal Yes 
DoorLoop Yes 
Gusto Yes 
Kantata Yes 
PayPal No 
Quickwork Yes 
Rayven Yes 
Receiptor AI Yes 
Revel Systems Yes 
Routespring Yes 
Scoop Analytics Yes 
Unily Yes 
Workato Yes 
Workona Yes 
Zoho Flow Yes 

Integrations

QuickBooks Online Yes 
Salesforce Yes 
Stripe Yes 
Beam AI No 
Causal No 
DoorLoop No 
Gusto No 
Kantata No 
PayPal Yes 
Quickwork No 
Rayven No 
Receiptor AI No 
Revel Systems No 
Routespring No 
Scoop Analytics No 
Unily No 
Workato No 
Workona No 
Zoho Flow No 

Pricing Details

$5.00/month/user
Free Trial Yes 
Free Version Yes 

Pricing Details

$2,999 per year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Expensify

Founded

2008

Country

United States

Website

use.expensify.com

Vendor Details

Company Name

Kulturra

Founded

2012

Country

United States

Website

kulturra.com/payment-center-features/

Product Features

Accounts Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Expense Report

Approval Process Control Yes 
Invoice Management Yes 
Multi-Currency Yes 
Receipt Management Yes 
Reimbursement Management Yes 
Spend Control Yes 
Time Tracking Yes 
Workflow Management Yes 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

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