$EXFY

Expensify, Inc.

AlphAI earnings readQ2 FY2026 · AUG 6Expensify announces Q2 2026 results, with revenue, net of $33.9 million and free cash flow of $6.4 million.Verdict: mixed

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Low

Expensify Becomes One of the First Expense Management Tools Available in Claude for Small Business

Expensify (EXFY) integrated its expense management tool with Anthropic's Claude for Small Business, enabling automated expense tracking and analysis. The feature allows business owners to query expenses, receipts, and spending insights via plain language prompts. The connector is available on all paid Claude plans, aiming to streamline financial management for small businesses.

Expensify (EXFY) Q2 2026 Earnings Call Transcript

Expensify (EXFY) reported Q2 2026 revenue of $33.9M, down 5% year over year, with paid members at 640,000, down 2%. Interchange revenue rose 12% to $5.9M. Free cash flow guidance for fiscal 2026 was raised to $12M to $14M. The company also repurchased 6.8M shares and said new revenue comes from the New Expensify platform.

Expensify Earnings Call Highlights Profitability Amid Transition

Expensify (EXFY) reported Q2 revenue of $33.9M and 640,000 average paid members. Operating cash flow was $8.4M and free cash flow $6.4M. GAAP net loss narrowed to $3.9M, while non-GAAP net income was $3.4M. The company raised 2026 free cash flow guidance to $12M-$14M and repurchased about 6.8M Class A shares.

EXFY sentiment & insider activity

Recent EXFY coverage spans earnings, technology and financial news.

What's driving EXFY

  • The integration could increase Expensify's visibility and adoption among AI‑enabled small businesses.

    intelligencer.ca · Sep 15, 2026

  • Raised FCF guidance and improving profitability metrics are likely to support near-term sentiment, while legacy revenue and paid-member churn remain key offsets.

    fool.com · Aug 13, 2026

  • Guidance raise plus improving cash flow and margins can support a near-term re-rating, but migration uncertainty and revenue pressure remain key downside risks.

    theglobeandmail.com · Aug 9, 2026

  • Expensify reported New Expensify net-new customer revenue rose more than 250% year over year to over $10 million in annual recurring revenue, exceeding 10,000 new accounts. Overall quarterly revenue fell 5% to $33.9 million. Expensify launched Expensify MCP connecting to ChatGPT, Claude and Cursor. Interchange revenue rose 12% to $5.9 million; free cash flow was $6.4 million. Expensify repurchased ~6.8M Class A shares.

    pulse2.com · Aug 8, 2026

  • The upgrade and cited growth inflection plus buyback activity can support near-term sentiment, but the article also notes an adjusted EPS miss.

    investing.com · Aug 7, 2026

AlphAI scores every news story that mentions EXFY with an AI model for sentiment and relevance, and aggregates insider trades from Expensify, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $EXFY

Score

Expensify Becomes One of the First Expense Management Tools Available in Claude for Small Business

Expensify (EXFY) integrated its expense management tool with Anthropic's Claude for Small Business, enabling automated expense tracking and analysis. The feature allows business owners to query expenses, receipts, and spending insights via plain language prompts. The connector is available on all paid Claude plans, aiming to streamline financial management for small businesses.

$EXFYMedAI 9/10

Expensify (EXFY) Q2 2026 Earnings Call Transcript

Expensify (EXFY) reported Q2 2026 revenue of $33.9M, down 5% year over year, with paid members at 640,000, down 2%. Interchange revenue rose 12% to $5.9M. Free cash flow guidance for fiscal 2026 was raised to $12M to $14M. The company also repurchased 6.8M shares and said new revenue comes from the New Expensify platform.

Med

Expensify: New Platform Revenue Surges Over 250% As AI Agents Connect With ChatGPT, Claude And Cursor

Expensify reported New Expensify net-new customer revenue rose more than 250% year over year to over $10 million in annual recurring revenue, exceeding 10,000 new accounts. Overall quarterly revenue fell 5% to $33.9 million. Expensify launched Expensify MCP connecting to ChatGPT, Claude and Cursor. Interchange revenue rose 12% to $5.9 million; free cash flow was $6.4 million. Expensify repurchased ~6.8M Class A shares.

Citizens upgrades Expensify stock rating on growth outlook

Citizens upgraded Expensify Inc (NASDAQ:EXFY) to Market Outperform from Market Perform and set a $3.00 price target. The firm cited expectations for a return to growth after 13 quarters of contraction, plus Q2 2026 metrics including over $10M New Expensify ARR and 45,700 paid companies. Expensify reported $33.9M revenue, -$0.04 adjusted EPS, and raised its free cash flow outlook.

$EXFYHighAI 9/10

Expensify Inc (EXFY) (Q2 2026) Earnings Call Highlights: AI-Driven New Expensify Surges 250%

Expensify’s Q2 2026 earnings call said new Expensify ARR rose from about $7M at end of Q1 to about $12M at end of Q2, growing over 250% year over year. The company said over 56% of users are on new Expensify and virtually all incremental revenue comes from it. Full-year 2026 free cash flow guidance was raised to $12M-$14M. Q2 revenue was $33.9M and FCF $6.4M.

$EXFYMedAI 8/10

Expensify Announces Q2 2026 Results

Expensify, Inc. (Nasdaq: EXFY) reported Q2 2026 revenue of $33.9 million, down 5% year over year. Cash from operating activities was $8.4 million and free cash flow was $6.4 million. Net loss was $3.9 million. Interchange revenue from the Expensify Card rose 12% to $5.9 million. The company estimates FY2026 free cash flow of $12.0 million to $14.0 million and repurchased about 6.8 million shares at about a 7% reduction in shares outstanding.

EXPENSIFY ANNOUNCES Q2 2026 RESULTS

Expensify, Inc. (EXFY) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 EXPENSIFY ANNOUNCES Q2 2026 RESULTS Interchange revenue derived from the Expensify Card grew to $5.9 million, an increase of 12% as compared to the same period last year. SAN FRANCISCO, CAL.--(BUSINESS WIRE)--August 6, 2026-- Expensify, Inc. (Nasdaq: EXFY), the easie

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