Expensify
29 Case Studies
A Expensify Case Study
HeartLab, a healthcare technology company in Auckland, New Zealand, was struggling with manual expense tracking, receipt chasing, and time-consuming reconciliations as staff traveled internationally. The team needed a simpler, more employee-friendly way to manage expenses, and they chose Expensify through the ANZ Expensify integration.
Expensify implemented an automated expense management workflow that linked HeartLab’s ANZ business accounts to Expensify, used SmartScan for receipts, and added the Company Card Reconciliation Dashboard for tracking and approvals. As a result, HeartLab streamlined its reporting process, gained real-time spending visibility, improved financial control, and freed up multiple hours of headspace each month for the team.
Will Hewitt
Chief Executive Officer and Founder