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Deep Dive: How can I estimate the savings applied to my bill?

Ted Harris
Ted Harris Expensify Success Coach - Admin Posts: 339 Expensify Team
edited October 5 in Deep Dive Docs

Alongside subscription and active user pricing, your bill is further discounted based on your adoption of the Expensify Card to maximize the efficient use of Expensify. 

The Expensify Card is the first step to getting the most out of your Expensify service. Bundling the Expensify Card with a Group policy and an Annual Subscription ensures the lowest monthly rate and provides the best experience. Employees have the freedom to purchase items, services, and travel on behalf of their company that they would normally front their own money for, removing the need to wait for reimbursement. In the back office, real-time transactions, daily settlement, guaranteed eReceipts, and SmartLimits make using the Expensify Card an easy win for any team. 

Anyone who uses the Expensify service “bundled” with the Expensify Card will receive a discount, allowing them to continue enjoying the current pricing (so long as the card is used for at least 50% of approved USD spend).

If you haven't already applied for the Expensify Card, you can apply here!

How the “bundle” discount works with our per-user prices for the Control and Collect policies, at $36 and $20 respectively:

This means that a company using the Expensify with the Card under an annual subscription continues to pay just $9 per user per month.

What if we spend less than 50% (USD Spend*) on the Expensify Card?

If your use of the Expensify Card accounts for less than 50% of your total USD spend, then your bill will be discounted on a sliding scale based on the percentage of use. 

If you have not adopted the Expensify Card, you will be charged the full rate for each user, depending on your Plan and subscription.

For example: 

You have an Annual Subscription, and spend 40% of your total approved USD spend on the Expensify card. 

Annual Subscription Discount: 50%

Expensify Card Discount: 20%

You will save 70% total on your bill for that month.

*USD Spend refers to USD transactions on the Expensify Card Approved in any given month, as proportionate to all Approved expenses on USD policies in that same month.

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