Case Study: Philz Coffee cuts AMEX reconciliation from days to hours with Expensify

A Expensify Case Study

Preview of the Philz Coffee Case Study

How Philz uses Expensify's Netsuite integration to make their expense reporting process easier than ever

Philz Coffee, a rapidly growing specialty coffee brand committed to "Mission: Happiness," faced scalability challenges as its pen‑and‑paper expense process struggled to keep up with expansion. Manual AMEX reconciliation and single‑label tagging made reporting tedious and time‑consuming, creating bottlenecks for the accounting team and slowing reimbursements.

Philz implemented Expensify integrated with NetSuite, enabling corporate AMEX card feeds, automated multi‑tagging, and simple onboarding. The change cut AMEX reconciliation from 3–4 days to 2–3 hours, let employees process their own reports, sped up ACH reimbursements, improved audit controls, and freed accounting time for higher‑value work.


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Philz Coffee

Denys Altman

Head of Account Payable


Expensify

29 Case Studies