Control Plan Features and Pricing

Expensify Control Plan: Features and Pricing

The Control Plan provides advanced features for teams that need enterprise-grade expense management, complex approval workflows, and comprehensive integrations. It’s designed for mid-size to large teams (10-1,000+ members) with sophisticated needs.


Who the Control Plan is for

The Control Plan works best for:

  • Mid-size to large teams (10-1,000+ members)
  • Companies requiring multiple approvers or complex approval workflows
  • Teams that need bank feed reconciliation or company card integrations
  • Organizations using NetSuite, Sage Intacct, or QuickBooks Desktop
  • Companies that need HR/payroll integrations (Gusto, Zenefits, Workday)
  • Businesses requiring SAML/SSO and advanced security controls

Control Plan pricing

The Control Plan offers three pricing tiers based on your subscription model and Expensify Card usage. You’re billed only for active members each month.

Pricing tiers explained

Subscription Type Expensify Card Required? USD GBP EUR AUD NZD
Annual + Card Yes (50%+ US spend) $9/member Not available¹ Not available¹ Not available¹ Not available¹
Annual Only No $18/member £14/member €16/member AU$30/member NZ$32/member
Pay-Per-Use (no commitment) No $36/member £28/member €32/member AU$60/member NZ$64/member

¹ The $9/member tier with Expensify Card discount is currently available only for USD billing.

Annual subscription: Fixed-term commitment with lower per-member pricing
Pay-per-use: Month-to-month with no commitment, but higher per-member cost


How active member billing works on Control Plan

On the Control Plan, you’re billed only for active members who perform billable actions during the month.

What counts as a billable action

An active member is someone who:

  • Creates an expense or expense report
  • Submits an expense report
  • Approves an expense report
  • Reimburses an expense report
  • Exports expense reports to accounting systems
  • Acts as a Copilot performing actions on behalf of others

Automated Concierge actions also count toward active members.

Examples

  • You add 20 people to your workspace
  • Only 12 people submit, approve, or export expenses that month
  • You’re billed for 12 active members (not 20)

This billing model helps you save money when team members are inactive, on leave, or seasonal.

Why this matters: If your team is consistently active, the Control Plan’s active member billing can be more cost-effective than Collect’s unique member billing. See Choosing Between Collect and Control Plans.


Control Plan features

The Control Plan includes all Collect Plan features plus advanced capabilities for enterprise teams:

Core expense features

  • Unlimited SmartScans: Automatic receipt scanning with data extraction
  • Multiple approvers: Complex approval workflows with multiple levels
  • ACH reimbursements: Unlimited, free direct deposits
  • Mobile and web access: Full-featured apps on all platforms

Expensify Card

  • Smart Limits: Set sophisticated spending controls
  • Up to 2% cash back: Earn 1% on all US purchases, or 2% if you spend $250,000+/month
  • No fees: No annual fees, foreign transaction fees, or minimums
  • Required for $9/member pricing: Must use the card for 50%+ of US spending to maintain the lowest rate

Note: The Expensify Card requires a US business bank account.

Banking and reconciliation

  • Bank feed support: Automatic card feeds and transaction imports
  • Company card reconciliation: Match corporate card transactions to expenses
  • Multi-account support: Connect multiple bank accounts and cards

Accounting integrations

  • NetSuite
  • Sage Intacct
  • QuickBooks Desktop
  • QuickBooks Online
  • Xero

HR and payroll integrations

  • Gusto
  • Zenefits
  • Certinia
  • Workday

Security and compliance

  • SAML/SSO: Single sign-on with your identity provider
  • Admin-enforced controls: Centralized policy enforcement
  • Audit trails: Comprehensive activity logging
  • Domain control: Manage all accounts under your company domain

Expensify Card usage requirement for $9/member pricing

To qualify for the $9/member pricing tier (USD only), you must:

  1. Be on an Annual Subscription
  2. Use the Expensify Card for 50% or more of your total settled US spending each month

How it’s calculated: Expensify Card spend ÷ Total US business spend (including all company cards and reimbursements) ≥ 50%

If you don’t meet the 50% threshold: You’ll be billed at the $18/member rate for that month. You can still earn cash back on your Expensify Card spending.


FAQ

How much does the Control Plan cost?

Control Plan pricing ranges from $9-$36 per active member per month (USD), depending on whether you have an annual subscription and use the Expensify Card. See the pricing table above for all currencies.

What does “active member” mean?

An active member is anyone who performs billable actions (creating, submitting, approving, or exporting expense reports) during the month. If someone is added to your workspace but doesn’t take these actions, they’re not billed.

Is the Expensify Card required for Control Plan?

No, but using the Expensify Card unlocks the lowest pricing tier ($9/member with an annual subscription) and earns you 1-2% cash back. Without the card, you’ll pay $18/member (annual) or $36/member (pay-per-use).

Can I downgrade from Control to Collect Plan?

Yes, you can downgrade anytime (unless you’re on an active annual subscription). See How to Switch Your Expensify Plan.

What integrations are included with Control Plan?

The Control Plan includes all accounting integrations (NetSuite, Sage Intacct, QuickBooks Desktop/Online, Xero) and HR/payroll integrations (Gusto, Zenefits, Certinia, Workday).

What’s the difference between annual subscription and pay-per-use?

Annual subscription: Fixed-term commitment with lower pricing ($9 or $18/member). You can set up auto-increase to add seats as your team grows.
Pay-per-use: Month-to-month with no commitment, but higher pricing ($36/member).

Didn't find what you were looking for?

Concierge is here to answer all your questions.

Recommend a change to this page