Our role
Managed client expense reporting and approvals through Expensify integrated with QuickBooks Online.
Description
Implemented and managed expense reporting using Expensify integrated with QuickBooks Online. Automated the capture and categorization of receipts, streamlined approval workflows, and ensured timely reimbursements. Maintained accuracy in expense records, reduced manual data entry, and improved visibility into spending. This setup enhanced efficiency in expense tracking and supported accurate financial reporting and reconciliation across all client accounts.