Question 1

What is Expensly?

Accepted Answer

Expensly is a Swiss solution for digital receipt capture and expense reporting. With Expensly, you photograph receipts with your smartphone, the data is automatically recognized via OCR, and transferred directly to your accounting software. This saves time and avoids errors from manual entry.

Question 2

Who is Expensly designed for?

Accepted Answer

Expensly is designed for Swiss SMEs, fiduciaries, accountants, and field workers. Whether you are a sole proprietor or a team with multiple employees, Expensly adapts to your needs and simplifies receipt capture for everyone involved.

Question 3

Where is my data stored?

Accepted Answer

Your data is securely stored in data centers in Zurich and Frankfurt. We use encrypted transmission and storage, and comply with the requirements of the Swiss Data Protection Act (nDSG) as well as the EU GDPR.

Question 4

How does receipt recognition work?

Accepted Answer

Photograph a receipt with the Expensly app. Our OCR technology automatically recognizes the amount, date, currency, and supplier. The extracted data is prepared as a booking suggestion and can be transferred directly to your accounting system.

Question 5

What types of receipts are supported?

Accepted Answer

Expensly recognizes receipts, invoices, fuel receipts, restaurant bills, and other common document types. You can capture receipts via camera or upload them as images or PDFs. The Starter plan includes 20 receipts per user per month.

Question 6

Can I use Expensly on my smartphone?

Accepted Answer

Yes, Expensly offers a native app for iOS and Android. Your employees can capture receipts on the go – simply take a photo, and the data is automatically processed and transferred to the web portal.

Question 7

How much does Expensly cost?

Accepted Answer

Expensly Starter costs CHF 12 per user per month. With annual billing, you save 2 months and pay only CHF 120 per year. You can try Expensly free for 7 days with no obligation.

Question 8

Can I cancel at any time?

Accepted Answer

Yes, you can cancel your subscription at any time at the end of the current term. There are no hidden costs or long-term commitments. After cancellation, you retain access until the end of the paid period.

Question 9

What happens after the trial period?

Accepted Answer

After the 7-day trial period ends, you can seamlessly switch to a paid subscription. Your captured data is preserved. Without an upgrade, access to premium features will be restricted.

Question 10

What counts as a receipt?

Accepted Answer

Each individual receipt capture – whether by camera or upload – counts as one receipt. The Starter plan includes 20 receipts per user per month. Unused receipts expire at the end of the month and are not carried over.

Question 11

Which accounting systems are supported?

Accepted Answer

Expensly integrates seamlessly with Bexio, Topal, Banana Accounting, and Abacus. The deepest integration is with Bexio, where bookings can be synchronized directly. Additional integrations are continuously being developed.

Question 12

How does the Bexio synchronization work?

Accepted Answer

Expensly connects to your Bexio account via the official Bexio API. Recognized receipts are prepared as booking suggestions and can be transferred to Bexio with a single click – including amount, account, tax rate, and receipt as attachment.

Question 13

Is my data secure?

Accepted Answer

Yes, security is our top priority at Expensly. All data is encrypted in transit (TLS) and at rest. Access is protected by secure authentication. Regular security updates ensure ongoing protection.

Question 14

Is Expensly GDPR/nDSG compliant?

Accepted Answer

Yes, Expensly meets the requirements of the EU General Data Protection Regulation (GDPR) and the revised Swiss Data Protection Act (nDSG). We only process data necessary for the service and do not share personal data with third parties.

Frequently Asked Questions

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