Add structured expense feedback to the expense data you already manage in Expensify
Expensify tells finance what was spent, on what, by whom, when. It doesn’t tell them whether the spend was worth it, whether the vendor performed, or whether travel policy actually works for the employees traveling. Connecting Responsly to Expensify adds that qualitative layer on top of the quantitative record.
Where this combination pays off
Post-trip travel experience
Every business traveler receives a short survey after the trip: hotel, transport, booking tool, overall. Responses link back to the Expensify report, and finance can filter “hotels scored 2 or below” to spot policy gaps or problem properties.
Vendor evaluation scorecards
A periodic vendor survey — quality, responsiveness, value — runs quarterly. Answers roll up to a vendor scorecard, joined by vendor name or ID to Expensify spend. The result is the single view finance and ops want: what we spent + what we got.
Project budget retrospectives
When a project closes, the PM runs a budget retrospective via Responsly. Answers on estimation accuracy, unexpected costs, and vendor performance save alongside the project’s expense reports, creating an audit trail finance can learn from next quarter.
Department-level expense feedback
An internal pulse each quarter asks employees about expense-tool friction, policy clarity, and reimbursement speed. Finance uses the themes to refine policy and the Expensify setup itself.
Practical setup
- Send surveys after reports are submitted or approved. A webhook or scheduled export from Expensify triggers the Responsly send, with the report ID as a hidden field.
- Tag responses for easy joining. Report ID, submitter email, department, and category all become hidden fields in the survey.
- Route responses to the right queue. Low scores go to a Slack channel for finance; routine responses go straight to the reporting sheet.
- Analyze spend + satisfaction together. Expensify export + Responsly export joined by report ID produces the combined view.
Practices worth adopting
Keep surveys short. Three to five questions per report keeps response rates high.
Trigger on the approval, not submission. Submitters are more honest after approval when the outcome is known.
Anonymous where appropriate. Vendor and policy feedback often benefits from anonymity; make sure the link format supports it.
Feed back what you learn. When finance adjusts policy based on feedback, announce it. This is the single biggest driver of future response rates.
Give your expense data the qualitative layer it’s missing
Connect Responsly to Expensify and every report gains the story behind the numbers — why the trip went well, whether the vendor earned the renewal, how policy is actually landing in the field. Finance gets sharper; ops gets faster; employees feel heard. For routing vendor satisfaction scores to your CRM, see the Salesforce integration or HubSpot integration. To store combined spend+feedback analysis in a spreadsheet, use the Google Sheets integration.
