Investor Resources
Investor Resources
Expensify Investor FAQ
Expensify Investor FAQ
Hello investors! Here's some additional information about EXFY that we thought you would find helpful.
Ain't got time to read through all this? No problem: just email your questions to investors@expensify.com, and we'll get you sorted!
Better yet, speak to leadership directly Ask me in the #exfy-roadmap room!
Table of Contents
What's new?
Last updated October 24th, 2024
We reported earnings on Nobemver 7th, 2024 at 2:00 PM PT. A link to view the call will be made available on ir.expensify.com.
Product
Want to know what we do and how? Check out the below.
Financial
What were FY'23 results?
For all the gory details, please consult our official 10-Q.
Why is interchange reported as a contra-expense, and not as revenue?
We are working to reclassify interchange as revenue moving forward, which would better align with everyone's intuitive expectations. Our new card program began in Q1 2024. Cards issued under the new program will receive a different accounting treatment in which interchange is categorized as revenue. We plan to migrate all card customers to the new program by the end of Q4 2024
Housekeeping
If you are looking for basic company info, it is all right here!
Where is Expensify’s corporate headquarters?
Expensify is a global company headquartered at 401 SW 5th Ave, Portland, Oregon 97204, with global offices in San Francisco, London, and Melbourne.
Where is the company incorporated?
Expensify is incorporated in Delaware.
When did Expensify go public?
Expensify began trading on the NASDAQ stock exchange on November 10th, 2021.
When does Expensify’s fiscal year end?
Expensify’s fiscal year ends December 31st.
How is Expensify’s stock traded?
Expensify trades on the NASDAQ stock exchange.
Does Expensify pay dividends?
Expensify does not pay a dividend at this time.
Who is Expensify’s transfer agent?
Computershare
Whom do I contact with questions about my stock?
Investor Centre website
Telephone inquiries
1 800 736 3001 (US, Canada, Puerto Rico)
1 781 575 3100 (non-US)
Written requests
Computershare
P.O. Box 505000
Louisville, KY 40233-5000
By overnight delivery:
Computershare
462 South 4th Street, Suite 1600
Louisville KY 40202
web.queries@computershare.com
Shareholder Online Inquiries
Who is Expensify's auditor?
Ernst and Young is Expensify’s auditor.
Where can I find out more about Expensify?
Where can I get the latest corporate news releases and financial reports?
You can view our corporate news releases and financial reports on our News Releases and Financial Reports pages respectively.
How can I view documents Expensify has filed with the Securities & Exchange Commission (SEC), including Forms 10-K and 10-Q?
You can view all filings on our SEC Filings page.
Whom should I contact regarding investor inquiries?
Please contact investors@expensify.com regarding investor inquiries.
How can I obtain further information or materials on Expensify?
Visit we.are.expensify.com or use.expensify.com for more information or email investors@expensify.com with any questions.
Forward-Looking Statements
Forward-looking statements in this FAQ, which are not historical facts, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements include statements regarding our long term prospects. As a result, our actual results, performance or achievements may differ materially from those expressed or implied by these forward-looking statements. In some cases, you can identify forward-looking statements because they contain words such as “may,” “will,” “shall,” “should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “target,” “projects,” “contemplates,” “believes,” “estimates,” “predicts,” “potential,” “goal,” “objective,” “seeks,” or “continue” or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans, or intentions. Such forward-looking statements are necessarily based upon estimates and assumptions that, while considered reasonable by us and our management, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: the economic, political and social impact of, and uncertainty relating to, the COVID-19 pandemic; the war in Ukraine, and the conflict in Israel, Gaza and the surrounding areas, and the resulting escalating geopolitical tensions; our expectations regarding our financial performance and future operating performance; our ability to attract and retain members, expand usage of our platform, sell subscriptions to our platform and convert individuals and organizations into paying customers; the timing and success of new features, integrations, capabilities and enhancements by us, or by competitors to their products, or any other changes in the competitive landscape of our market; the amount and timing of operating expenses and capital expenditures that we may incur to maintain and expand our business and operations to remain competitive; the sufficiency of our cash, cash equivalents and investments to meet our liquidity needs; our ability to make required payments under and to comply with the various requirements of our current and future indebtedness; our ability to effectively manage our exposure to fluctuations in foreign currency exchange rates; the increased expenses associated with being a public company; the size of our addressable markets, market share and market trends; anticipated trends, developments and challenges in our industry, business and the highly competitive markets in which we operate; our expectations regarding our income tax liabilities and the adequacy of our reserves; our ability to effectively manage our growth and expand our infrastructure and maintain our corporate culture; our ability to identify, recruit and retain skilled personnel, including key members of senior management; the safety, affordability and convenience of our platform and our offerings; our ability to successfully defend litigation brought against us; our ability to successfully identify, manage and integrate any existing and potential acquisitions of businesses, talent, technologies or intellectual property; general economic conditions in either domestic or international markets, including the societal and economic impact of the COVID-19 pandemic, and geopolitical uncertainty and instability; our protections against security breaches, technical difficulties, or interruptions to our platform; our ability to maintain, protect and enhance our intellectual property; and other risks discussed in our filings with the SEC. All forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by the cautionary statements set forth above. We caution you not to place undue reliance on any forward-looking statements, which are made only as of the date of this FAQ. We do not undertake or assume any obligation to update publicly any of these forward-looking statements to reflect actual results, new information or future events, changes in assumptions or changes in other factors affecting forward-looking statements, except to the extent required by applicable law. If we update one or more forward-looking statements, no inference should be drawn that we will make additional updates with respect to those or other forward-looking statements.
About Expensify
Expensify is a payments superapp that helps individuals and businesses around the world simplify the way they manage money. More than 10 million people use Expensify's free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, and travel booking in one app. All free. Whether you own a small business, manage a team, or close the books for your clients, Expensify makes it easy so you have more time to focus on what really matters.
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