Expensify Launches First Hybrid “Contextual” AI Expense Agent

22 hours ago 2

Article content

The agent combines chat-first AI automation with realtime human escalation for enhanced accuracy and efficiency

Financial Post

THIS CONTENT IS RESERVED FOR SUBSCRIBERS ONLY

Subscribe now to read the latest news in your city and across Canada.

  • Exclusive articles from Barbara Shecter, Joe O'Connor, Gabriel Friedman, and others.
  • Daily content from Financial Times, the world's leading global business publication.
  • Unlimited online access to read articles from Financial Post, National Post and 15 news sites across Canada with one account.
  • National Post ePaper, an electronic replica of the print edition to view on any device, share and comment on.
  • Daily puzzles, including the New York Times Crossword.

SUBSCRIBE TO UNLOCK MORE ARTICLES

Subscribe now to read the latest news in your city and across Canada.

  • Exclusive articles from Barbara Shecter, Joe O'Connor, Gabriel Friedman and others.
  • Daily content from Financial Times, the world's leading global business publication.
  • Unlimited online access to read articles from Financial Post, National Post and 15 news sites across Canada with one account.
  • National Post ePaper, an electronic replica of the print edition to view on any device, share and comment on.
  • Daily puzzles, including the New York Times Crossword.

REGISTER / SIGN IN TO UNLOCK MORE ARTICLES

Create an account or sign in to continue with your reading experience.

  • Access articles from across Canada with one account.
  • Share your thoughts and join the conversation in the comments.
  • Enjoy additional articles per month.
  • Get email updates from your favourite authors.

THIS ARTICLE IS FREE TO READ REGISTER TO UNLOCK.

Create an account or sign in to continue with your reading experience.

  • Access articles from across Canada with one account
  • Share your thoughts and join the conversation in the comments
  • Enjoy additional articles per month
  • Get email updates from your favourite authors

Sign In or Create an Account

or

Article content

PORTLAND, Ore. — Expensify (Nasdaq: EXFY), the easiest way to manage expenses, corporate cards, and travel, today announced the next evolution of Concierge, its embedded support system, now transformed into a full-service expense agent. Combining cutting-edge AI with round-the-clock human expertise, Concierge helps members save time and money by managing expenses through chat, email, and text.

Article content

Article content

Article content

“Everybody’s got an AI agent these days. But not all agents are equal,” said David Barrett, founder and CEO of Expensify. “Most agents are new AI-washing of old rules engines. Some agents are disconnected Clippy-style chat bubbles slapped atop a traditional GUI. But Expensify’s Concierge agent is ‘contextual’ in that it allows you to chat within the context of an individual expense or expense report. It’s the difference between ‘Tag my Starbucks expense on Nov 4 as Coffee’ and ‘Tag this expense as coffee.’ Context is what puts the ‘super’ in ‘superintelligence,’ and because AI is the new UI, we believe that Expensify’s chat-everywhere design makes it into the first truly AI-everywhere design,” Barrett said.

Article content

By signing up you consent to receive the above newsletter from Postmedia Network Inc.

Article content

The upgraded Concierge experience now:

Article content

  • Lives everywhere in the Expensify app, so you can access help right within your expenses, reports, and beyond.
  • Understands natural language commands, letting you create, edit, and delete expenses conversationally.
  • Auto-corrects ambiguous or incomplete expense details based on your past activity.
  • Flags suspicious receipts, including those potentially generated by AI tools or containing prohibited expenses.
  • Continuously learns from your behavior to deliver smarter, more personalized support over time.

Article content

“While others pursue fully autonomous AI, we believe the future lies in collaboration between humans and machines,” added Barrett. “Concierge doesn’t just answer questions. It understands context, adapts to your needs, and aims to ensure your expenses are accurate and compliant.”

Article content

Get started with Concierge today: email

Article content

Article content

, text 47777, or chat right in the Expensify app. Want to learn more first?

Article content

Article content

.

Article content

About Expensify

Article content

Expensify is the easiest way to do your expenses, travel, and corporate cards. Built for businesses of all sizes and trusted by 15 million members worldwide, Expensify is a top-rated app across G2, TrustRadius, Capterra, and more. Learn more at use.expensify.com.

Article content

Forward-Looking Statements

Article content

Certain statements made in this press release constitute forward-looking statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including, without limitation, statements regarding the company’s Concierge product and offerings. These forward-looking statements are based on management’s current expectations. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause Expensify’s actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including the risks discussed in Expensify’s filings with the Securities and Exchange Commission, including Expensify’s Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q. Expensify undertakes no obligation to update publicly any forward-looking statements, whether as a result of future events, new information or otherwise, except as required by law.

Article content

Article content

Article content

Article content

View source version on businesswire.com:

Article content

Article content

logo

Article content

Contacts

Article content

Article content

Read Entire Article