Expensify
29 Case Studies
A Expensify Case Study
Gordon James Realty, a property management company, needed a better way to track and manage real estate agent and contractor expenses while improving compliance and reducing manual work. They turned to Expensify, using the Expensify Card and Expensify API to streamline expense reporting, integrate with Salesforce, and connect expenses back to client properties and work orders.
With Expensify, Gordon James automated receipt capture, report submission, record creation, and approval workflows, while also using real-time card notifications and Smart Limits to tighten controls. The result was a major boost in efficiency and accuracy, a noticeable reduction in labor costs, and compliance for contractor expenses rising from about 25% to almost 100%.
Jenna Sinise
Director