$EXFY

Expensify, Inc.

Expensify provides a cloud-based expense management platform for businesses of all sizes, including small and medium-sized businesses, and for the employees, managers and finance teams who handle expenses. Its platform automates receipt capture, expense approval and reimbursement, and includes corporate card management, travel booking, invoicing, bill payment and payment collection. SmartScan extracts information from receipts, while the platform also connects with accounting, HR, travel and banking systems. Expensify makes money through self-service subscriptions. Individuals can use free Track and Submit plans, with optional paid upgrades, while businesses subscribe to paid Collect or Control plans. Business plans are billed monthly based on active policy members, either at a per-member rate or under an annual commitment. Customers can also use the Expensify Card and other platform features. Expensify is headquartered in San Francisco.

No enriched coverage for $EXFY in the last 7 days.

$989K
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McLaughlin Steven J.
0%
See all $EXFY insider activity →
Low

McLaughlin Steven J. purchased $989K of EXFY (indirect holdings)

McLaughlin Steven J. purchased 557,548 indirectly-held shares of Expensify, Inc. (EXFY) at an average of $1.77 ($1.69–$1.85, $0.99M total) across 3 trades over 2026-11-09 to 2026-11-11. Filed jointly with Steven J. McLaughlin Revocable Trust (10% owner), EXP 2020 SPV LP (10% owner) and SF Roofdeck GP LLC (10% owner).

Expensify signs referral deal with Visa

Expensify (EXFY) and Visa have signed a referral agreement, allowing Visa to refer clients to Expensify's expense management platform. The deal enables businesses using eligible Visa cards to link them to Expensify for expense management, including AI-powered coding and automatic reconciliation. Expensify, listed on Nasdaq, has 15 million members worldwide. Both companies aim to simplify expense management for businesses.

EXFY sentiment & insider activity

Recent EXFY coverage spans earnings, technology and insider activity.

In the last 30 days, EXFY insiders filed 3 SEC Form 4 transactions — 3 purchases ($989K) and no sales. The most active reporter was McLaughlin Steven J. with 3 filings.

What's driving EXFY

  • The insider purchase adds modest buying pressure but the transaction size is relatively small for the market.

    SEC EDGAR · Nov 12, 2026

  • Guidance is modest for a growth‑stage SaaS firm, likely prompting downside pressure.

    seekingalpha.com · Nov 6, 2026

  • Expensify (EXFY) and Visa have signed a referral agreement, allowing Visa to refer clients to Expensify's expense management platform. The deal enables businesses using eligible Visa cards to link them to Expensify for expense management, including AI-powered coding and automatic reconciliation. Expensify, listed on Nasdaq, has 15 million members worldwide. Both companies aim to simplify expense management for businesses.

    thepaypers.com · Nov 6, 2026

  • Guidance raise and strong ARR growth suggest improved cash generation.

    finance.yahoo.com · Nov 6, 2026

  • Travel growth may boost revenue per booking and improve outlook.

    finance.yahoo.com · Nov 5, 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 signs referral deal with Visa

Expensify (EXFY) and Visa have signed a referral agreement, allowing Visa to refer clients to Expensify's expense management platform. The deal enables businesses using eligible Visa cards to link them to Expensify for expense management, including AI-powered coding and automatic reconciliation. Expensify, listed on Nasdaq, has 15 million members worldwide. Both companies aim to simplify expense management for businesses.

Expensify (EXFY) Q3 2026 Earnings Call Transcript

Expensify (EXFY) reported Q3 2026 free cash flow of $3.3M, up 170% YoY. Full-year guidance raised to $13.5M-$15.5M. Paid members reached 636,000 in October. New Expensify revenue grew 30% QoQ and 212% YoY to $13M ARR. Expensify Card and Travel saw growth, with travel trips up 40% YoY. AI adoption and partnerships, including Visa, also expanded. The company repurchased 722,121 shares for $1.3M.

Expensify Q3 Earnings Call Highlights

Expensify reported a 13% quarterly and 40% yearly increase in travel bookings, its highest on record. CEO Barrett highlighted consolidated travel billing's higher revenue potential and the service's role in reducing churn. The company is also partnering with Anthropic and Visa, and integrating with Rillet and DualEntry. Expensify's AI agent handles 96% of user requests. The company's stock trades on NASDAQ under the ticker EXFY.

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.

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