Case Study: Kaufman Rossin achieves 50+ hours/month savings and automates expense reporting with Expensify

Why Kaufman Rossin upgraded to Expensify and how automating expense management at your firm leads to more productive client relationships

Kaufman Rossin, a top‑100 U.S. CPA and advisory firm, struggled with a slow, paper‑based expense process—paper receipts, manual Excel entry, and reimbursement checks—that wasted hours each month. Seeking a scalable solution that would also integrate with their existing Star practice management workflow, the firm rejected options that imposed heavy setup or minimums and prioritized a user‑friendly mobile app plus admin features like corporate card reconciliation and multi‑level approvals.

In 2016 Kaufman Rossin adopted Expensify, running a firm‑wide trial that immediately saved employees more than 50 hours per month and significantly reduced finance team workload. Today 350+ employees use Expensify, the firm joined the ExpensifyApproved! Partner Program, and staff benefit from one‑click receipt tracking, credit‑card auto‑import, and next‑day reimbursements—improving internal efficiency and strengthening client relationships by recommending a tool they actively use.

Kaufman Rossin

Albert Primo

Principal