ExpensifyApproved! Best Practice: How to choose your Expensify expert

Maddy Lewis
Maddy Lewis Expensify Team, Expensify Student Ambassador Posts: 120 Expensify Team

If you’re an ExpensifyApproved! Partner looking to set up and scale Expensify across many clients, this post is for you!

The importance of having an Expensify expert on your team

The most efficient partners in the ExpensifyApproved! Partner Program will often designate an in-house Expensify expert. An Expensify expert absorbs as much information about Expensify as possible and helps their team with onboarding and supporting Expensify clients.

Choosing an Expensify expert is optional, but highly recommended because the expert will help:

  • Refine your screening process to target clients that will benefit from Expensify’s features and value proposition
  • Ensure that your firm sets Expensify up to scale quickly and easily across clients by following ExpensifyApproved! best practices
  • Answer basic Expensify questions from clients and coworkers, and escalate to the Expensify team as necessary 
  • Keep your team informed of relevant Expensify updates as they are released

With these benefits in mind, we strongly suggest you have at least one Expensify expert at your firm to help you scale quickly and stay organized.

Who can be an Expensify expert?

Anyone on your team can be an Expensify expert! In our experience, most Expensify experts already work with clients in some way and typically assist with software setup of some kind. 

What qualities make for the ideal Expensify expert?

Our experience has shown that the best Expensify experts are tech-savvy, open to learning new products, prepared to assist with client onboarding, aligned with the Expensify support philosophy, ready to share feedback with the Expensify team, and able to keep coworkers updated on relevant product changes. 

P.S. We think so highly of our Expensify experts that we’ve even invited some to our all-expenses-paid ExpensiCon retreats in Bora Bora and Maui!

If you have any questions, just ask in the Community or write to concierge@expensify.com