Plan Comparison
- Collect Plan (Team)
- Control Plan (Corporate)
The Collect plan is designed for teams that need to collect receipts, submit expense reports, and get reimbursed efficiently.
Core Features
Expense Management- Create and submit expenses
- SmartScan receipt capture
- Distance tracking and mileage
- Per diem expenses
- Split expenses
- Expense categorization
- Tags for expense coding
- Submit expense reports
- Multi-level approval workflows
- Report fields and custom data
- Comments and attachments
- Approval routing rules
- Submit for reimbursement
- Track reimbursement status
- Reimbursement via bank transfer
- ACH/direct deposit support
- Expensify Card issuance
- Card spend controls
- Real-time transaction imports
- Virtual cards
- Company card reconciliation (basic)
- Workspace chat
- Direct messages
- @mentions and notifications
- Task management
- File sharing
- Send invoices to clients
- Track invoice status
- Invoice payments
- Categories
- Tags (up to 2 levels)
- Members and roles
- Workspace settings
- Approval workflows
Limits & Restrictions
- Tags: Up to 2 tag levels
- Approval levels: Multi-level support
- No accounting integrations
- No GL codes
- No tax tracking
- Basic report fields
- Single currency per workspace
Pricing
Pay-per-use:- USD: $10.00/active member/month
- GBP: £7.00/active member/month
- AUD: $14.00/active member/month
- NZD: $16.00/active member/month
- EUR: €10.00/active member/month
- USD: $5.00/active member/month
- GBP: £4.00/active member/month
- AUD: $8.00/active member/month
- NZD: $9.00/active member/month
- EUR: €5.00/active member/month
- USD: $5.00/active member/month
- GBP: £5.00/active member/month
- AUD: $8.00/active member/month
- NZD: $9.00/active member/month
- EUR: €5.00/active member/month
Feature Comparison Table
| Feature | Collect | Control |
|---|---|---|
| Expenses & Receipts | ||
| SmartScan receipt capture | ✓ | ✓ |
| Distance tracking | ✓ | ✓ |
| Per diem expenses | ✓ | ✓ |
| Split expenses | ✓ | ✓ |
| Multi-currency | ✗ | ✓ |
| Reports & Approvals | ||
| Expense reports | ✓ | ✓ |
| Multi-level approvals | ✓ | ✓ |
| Custom report fields | Basic | Unlimited |
| Report formulas | ✗ | ✓ |
| Workspace Features | ||
| Categories | ✓ | ✓ |
| Tags | 2 levels | Unlimited |
| GL codes | ✗ | ✓ |
| Tax tracking | ✗ | ✓ |
| Cost centers | ✗ | ✓ |
| Cards | ||
| Expensify Card | ✓ | ✓ |
| Company card reconciliation | Basic | Advanced |
| Multiple card programs | ✗ | ✓ |
| Integrations | ||
| Accounting software | ✗ | ✓ |
| Auto-sync | ✗ | ✓ |
| Custom exports | ✗ | ✓ |
| Collaboration | ||
| Workspace chat | ✓ | ✓ |
| Tasks | ✓ | ✓ |
| File sharing | ✓ | ✓ |
| Other | ||
| Invoicing | ✓ | ✓ |
| Reimbursements | ✓ | ✓ |
| Mobile apps | ✓ | ✓ |
Changing Plans
Upgrading from Collect to Control
Upgrade your plan at any time to access advanced features:- Go to Settings > Subscription
- Click Explore all plans
- Select Control plan
- Click Upgrade and confirm
- Your workspace immediately gains access to Control features
- Pricing updates to the Control tier
- For pay-per-use: New rate applies starting next billing cycle
- For annual: Prorated charge for remaining months at new rate
- All existing data and settings are preserved
Downgrading from Control to Collect
Downgrading requires planning since you’ll lose access to advanced features: Before downgrading:- Remove accounting integrations
- Simplify approval workflows if using Control-only features
- Export any reports using GL codes or custom fields
- Note that unlimited tags will be limited to 2 levels
- Go to Settings > Subscription
- Click Explore all plans
- Select Collect plan
- Review the feature changes
- Click Switch and confirm
- New rate applies starting next billing cycle
- Go to Settings > Subscription > Subscription details
- Toggle off Auto-renew
- Complete the survey if prompted
- At the end of your annual term, you can switch to Collect
Downgrade Restrictions
You cannot downgrade if:- You’re on an annual Control plan and haven’t completed your first billing cycle
- You have active accounting integrations
- You have GL codes assigned to categories
- You’re using more than 2 tag levels
- You have Control-specific features actively in use
Switching Between Personal and Paid Plans
From Personal (Free) to Paid
When you create a workspace, you automatically start with a paid plan:- Create or join a workspace
- You’ll be prompted to choose Collect or Control
- Select your plan and subscription type
- Add a payment card
- Start your 7-day free trial
From Paid to Personal (Free)
To return to the free Personal plan:- Delete all paid workspaces
- Go to each workspace Settings > Workspace
- Scroll to the bottom and click Delete workspace
- Your account reverts to Personal (Free)
- You retain personal expense tracking and chat features
Special Pricing
Accountant/Partner Pricing
Approved accountants and accounting firm clients may receive special pricing or zero-commitment billing:- No subscription required
- Billed based on usage
- Special partner rates
- Access to accountant tools
Enterprise Custom Pricing
Organizations with 50+ members or unique requirements may qualify for custom enterprise pricing:- Volume discounts
- Custom contract terms
- Dedicated account management
- Custom onboarding and training
- Invoicing options (invoicing2018 subscription type)
Educational/Non-Profit Pricing
Educational institutions and registered non-profit organizations may qualify for discounted pricing. Contact Concierge to inquire about eligibility.Frequently Asked Questions
Can I have multiple plans across different workspaces?
Can I have multiple plans across different workspaces?
No, all of your owned workspaces must be on the same plan (Collect or Control). However, you can choose different subscription types (annual vs pay-per-use) for each workspace.
What happens if I exceed my annual seat count?
What happens if I exceed my annual seat count?
If you have auto-increase enabled, seats are automatically added. If disabled, additional active members beyond your seat count may have restricted access. You’ll receive warnings before hitting your limit.
Can I switch between annual and pay-per-use during my subscription?
Can I switch between annual and pay-per-use during my subscription?
You can switch from pay-per-use to annual at any time. Switching from annual to pay-per-use requires waiting until your annual term expires (or disabling auto-renewal).
Do I need Control plan for accounting integrations?
Do I need Control plan for accounting integrations?
Yes, accounting integrations (QuickBooks, Xero, NetSuite, Sage Intacct) are only available on the Control plan.
What counts as an 'active member'?
What counts as an 'active member'?
Active members are users who create, submit, approve, reimburse, or export expenses during the billing period. Users who only view or chat are not billed.
Can I get a refund if I downgrade mid-cycle?
Can I get a refund if I downgrade mid-cycle?
For pay-per-use, the new rate applies to the next billing cycle. For annual subscriptions, you cannot downgrade mid-term, so no refund is applicable. Contact Concierge for special circumstances.
Next Steps
Subscription Overview
Learn about subscription types and pricing
Billing Management
Manage payments and billing settings
Workspace Settings
Configure your workspace features
Accounting Integrations
Connect QuickBooks, Xero, and more (Control plan)