Case Study: T-Edward cuts expense reporting from days to hours with Expensify

Why Tom Kelly of T-Edward trusts Expensify for all of his clients' needs

T‑Edward, a cloud consultancy led by COO Tom Kelly, tackled a common pain point: travel and expense reporting that relied on spreadsheets or bloated tools like Concur. At a conference Kelly found 75% of attendees still using Excel, and clients such as USMD Holdings faced a complex, multi‑office process that had accountants spending up to four days reconciling expense reports.

By implementing Expensify integrated with NetSuite—using SmartScan, email receipts, mobile filing, NetSuite classification mapping and automatic employee provisioning—T‑Edward automated policy enforcement and workflows in real time. The change cut review and approval time from days to hours, reduced manual data entry, improved communication, simplified training, and delivered a compliant, low‑cost solution administrators and employees both appreciate.

T-Edward

Tom Kelly

Chief Operating Officer