expex Description

Initially, we take the time to understand both you and your business, facilitating a smooth onboarding process with Carly. Following this, a meeting is arranged to link Carly with your financial accounts and QuickBooks. Subsequently, we introduce Carly to you and your team, allowing you to focus on your business while Expex and Carly handle your bookkeeping needs. Whenever there are items that require your attention, Carly will inform you, ensuring that you don't overlook any essential accounting responsibilities. Each month, Expex will provide you with clear and organized financial reports for you to discuss with your team, CPA, or other financial advisors. By the end of the year, you will have tax-ready financials, eliminating the need for any cleanup or catch-up work, enabling your CPA to begin your tax return promptly. Carly, an automated bookkeeping application developed by Expex, is designed to efficiently learn your transaction processing needs, alert you to necessary actions, and offer valuable insights into your financial situation. This seamless integration not only streamlines your bookkeeping but also empowers you to make informed financial decisions with confidence.

Pricing

Pricing Starts At:
$19.50 per month
Free Version:
Yes
Free Trial:
Yes

Integrations

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Company Details

Company:
expex
Year Founded:
2015
Headquarters:
United States
Website:
expexinc.com

Media

expex Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Customer Support
Business Hours
Online Support

expex Features and Options

Accounts Payable Software

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

expex User Reviews

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