Guides

Expensify's guides are here to walk you through what you need to know when it comes to business management, financial operations, and much more. Gain insights, tips, and expert advice to take your company to the next level.

Top B2B travel booking solutions to save on costs in 2025
Guides 7 minute read

Top B2B travel booking solutions to save on costs in 2025

When a last-minute client meeting in Singapore coincides with your sales team's conference in London, the last thing you need is outdated travel systems that aren’t automated, frustrating expense reports, and restrictive policies. Yet, for many B2B businesses, this scenario remains an all-too-familiar headache. The good news? Modern B2B travel solutions are changing the game. In this guide, we'll explore how advanced corporate travel booking software is revolutionizing business travel management. From AI-powered booking engines to automated expense tracking, discover how these solutions can help your business cut costs while delivering seamless travel experiences.

How to fill out a mileage reimbursement form [Plus free template]
Guides 7 minute read

How to fill out a mileage reimbursement form [Plus free template]

The average business traveler spends countless hours each month just organizing their mileage records—time that could be better spent being productive. But here's the good news: with the right approach and tools, you can turn this monthly headache into a seamless process that takes minutes, not hours. In this comprehensive guide, we'll walk you through everything you need to know about completing your mileage reimbursement form correctly, provide you with a free template to streamline the process, and show you how modern solutions can make tracking business miles easier than ever.

Why your organization needs to automate travel expense management
Guides 7 minute read

Why your organization needs to automate travel expense management

This article will explore how automation reshapes corporate travel and expense management and why it matters for your business. Plus, we'll show you how to achieve travel expense management automation. Whether you're a startup or an established business, understanding the ins and outs of this process is the ticket to stress-free expense management for business travel.

6 alternatives to Quickbooks that make accounting a breeze
Guides 7 minute read

6 alternatives to Quickbooks that make accounting a breeze

QuickBooks has long been the popular accounting software pick, and it is loved for its wide array of features. However, as businesses grow and evolve, so do their accounting needs. It is vital to consider which accounting software other than QuickBooks truly fits your unique business journey—because, let’s face it, there is no one-size-fits-all here! In this article, we’ll explore six top QuickBooks alternatives. From Xero to Sage, we’ll dissect each option and help you find the right tool that complements your business and makes you look forward to crunching numbers.

What are virtual credit cards? Does your business need one?
Guides 9 minute read

What are virtual credit cards? Does your business need one?

Today’s marketplace is increasingly digital, rapidly changing the way we handle transactions, with some completely adopting “pay by QR code.” Though that’s still not the norm for the majority of us, we’re abandoning cash more and more in favor of plastic. Tools like virtual credit cards are becoming crucial for businesses and consumers alike to securely manage their finances. Let’s dive into what virtual credit cards are, what their benefits are, and what they’re typically used for. Plus, we’ll discuss whether your small business should consider adopting them.

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