Why finance teams switched from Expensify to Ramp

Why finance teams switched from Expensify to Ramp

As companies grow more complex, teams have found themselves spending more time managing their expense software than managing expenses. That’s why finance leaders at Snapdocs, Beyond, and Walther Farms and more decided to switch from Expensify to Ramp.

Here’s how they made the switch to an Expensify alternative —and what changed as a result.

Snapdocs

Snapdocs was using Expensify alongside Brex and Bill.com, resulting in a fragmented, high-friction finance stack. Expense approval processes were hard to customize, reconciliation was time-consuming, and tools didn’t sync cleanly into QuickBooks.

“We were looking for a way to streamline our AP and reimbursement items,” said Accounting Associate Fahem Islam. “Previously with Brex and Expensify, we had to do a lot of manual syncing on our end.”

With Ramp, Snapdocs consolidated everything into one platform—cutting reconciliation from 5–6 hours down to under 30 minutes. Automated receipt capture, customizable approval workflows, and QuickBooks sync eliminated time sinks across the board.

“We no longer have to comb through expense records for the whole month—having everything in one spot has been really convenient. Ramp's made things more streamlined and easy for us to stay on top of. It's been a night and day difference.”

Full Snapdocs customer story →

Beyond

Before switching to Ramp, Beyond used Expensify for reimbursements—but struggled with a manual process that slowed down accounting and blocked visibility, especially for international employees.

“It was just a really roundabout way to get all that information into NetSuite,” said Senior Staff Accountant Jake Steele. Expenses required multiple manual interventions and weren’t always categorized correctly.

Ramp provided centralized spend management, auto-categorized expenses (like Uber → ground transportation), and a direct NetSuite integration that eliminated hours of back-and-forth. Prior to using Ramp, it took Jake 2-4 hours to complete the reconciliation process.

“Now with Ramp, it’s an automatic NetSuite connection. We’re able to tie that one-to-one, so it takes 30 minutes, max, to do the reconciliation.”

Full Beyond customer story →

Walther Farms

Expensify had once replaced Walther Farms’ spreadsheet-driven process—but as features were deprecated, CFO Josh Reeves found himself drowning in manual reconciliation again. He had to create pivot tables just to catch missing transactions—and then redo the approval chain.

“had to create pivot tables and do crazy stuff to try to identify a handful of missing transactions out of thousands. It was like finding a needle in a haystack each month.” Josh said.

Ramp removed all of that. Employees upload receipts in real time when they swipe, and finance can export data to the GL immediately. Not only that, but Ramp’s cashback rebate was a standout feature for Josh and his team.

“We’re actually seeing a pretty positive net gain from dropping the [Expensify] subscription cost and getting Ramp’s cashback rebate [...]” Josh reported. "Ramp allowed me to build a team of highly skilled people who have better thought processes and who can tackle more strategic projects, rather than burning time on manual work."

Full Walther Farms customer story →

Key takeaways

• Manual reconciliation and fragmented workflows were common drivers behind switching off Expensify and onto Ramp
• Snapdocs, Beyond, and Walther Farms all gained significant time back
• Ramp’s automation, real-time insights, and centralized workflows eliminated the need for spreadsheets, pivot tables, and painful NetSuite imports
• Better visibility and proactive control over spend empowered finance teams to act strategically, not just reactively
• The switch wasn’t just about saving time—it was about unlocking smarter, more confident finance operations

Learn more about Ramp vs. Expensify