SequelSEC

Expensify, Inc. EXFY

Services-Prepackaged Software · CIK 0001476840 · Fiscal year ends 1231

AnnualQuarterlyTTM
Revenue
$33.87M
Fiscal year ended 2026-06-30
Operating income
-$2.92M
Fiscal year ended 2026-06-30
Free cash flow
Unavailable
Fiscal year ended 2026-06-30

Expensify, Inc. (EXFY) reported revenue of $33.87M and net income of -$3.85M for the fiscal year ended 2026-06-30. This page shows 10 annual periods of income statement, balance sheet and cash flow figures normalized from Expensify, Inc.’s SEC filings, each linked to the filing it came from. It is classified by the SEC under Services-Prepackaged Software.

Income

Expensify, Inc. income by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Revenue$33.87M$33.97M$35.20M$35.06M$35.76M$36.07M$37.00M$35.41M$33.29M$33.54M
Cost of revenue$17.54M$17.80M$17.89M$17.67M$17.19M$17.83M$18.15M$17.14M$14.36M$14.58M
Gross profit$16.33M$16.17M$17.31M$17.40M$18.58M$18.24M$18.86M$18.26M$18.92M$18.95M
Operating income-$2.92M-$1.97M-$3.94M-$2.26M-$10.34M-$1.49M$465.00K$288.00K$219.00K-$1.79M
Net income-$3.85M-$2.34M-$7.12M-$2.32M-$8.79M-$3.17M-$1.31M-$2.20M-$2.76M-$3.78M
Research & development$4.98M$5.26M$5.26M$4.90M$5.16M$5.36M$6.70M$5.62M$6.39M$5.93M
Weighted-average diluted sharesshares 95.44Mshares 93.72MUnavailableshares 92.56Mshares 92.27Mshares 91.50MUnavailableshares 88.18Mshares 86.59Mshares 85.14M
Pretax income-$2.72M-$1.80M-$3.52M-$2.16M-$9.45M-$1.16M-$74.00K$469.00K-$41.00K-$2.75M
Income tax expense$1.13M$536.00K$3.60M$154.00K-$661.00K$2.01M$1.24M$2.67M$2.72M$1.03M
Diluted EPS$-0.04$-0.02Unavailable$-0.03$-0.10$-0.03Unavailable$-0.02$-0.03$-0.04
Selling, general & administrative$14.27M$12.88M$15.98M$14.75M$23.76M$14.37M$11.69M$12.36M$12.32M$14.82M
General & administrative$9.59M$9.12M$12.07M$9.81M$9.41M$10.83M$8.62M$9.08M$9.24M$11.43M
Selling & marketing$4.68M$3.76M$3.92M$4.94M$14.35M$3.54M$3.07M$3.27M$3.07M$3.38M

Balance

Expensify, Inc. balance by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Cash & equivalents$65.76M$66.53M$63.08M$61.45M$60.52M$59.63M$48.77M$39.17M$53.23M$49.34M
Total assets$185.41M$190.60M$185.99M$186.84M$187.14M$189.24M$173.68M$176.25M$192.87M$184.77M
Current assets$154.19M$158.22M$153.01M$152.60M$152.28M$153.71M$136.88M$138.54M$155.77M$143.19M
Total liabilities$50.84M$52.07M$53.24M$51.18M$55.32M$54.58M$45.44M$56.31M$78.87M$78.26M
Current liabilities$44.10M$45.34M$46.40M$44.39M$48.42M$47.26M$38.01M$48.34M$70.80M$70.32M
Total equity incl. NCI$134.56M$138.53M$132.74M$135.66M$131.82M$134.65M$128.24M$119.93M$114.00M$106.51M
Temporary (mezzanine) equityUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
InventoryUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Accounts receivable$11.17M$12.12M$12.62M$12.31M$12.25M$12.56M$12.70M$12.65M$13.42M$13.56M
GoodwillUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Long-term debtUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable$0$0
Accounts payable$1.13M$938.00K$289.00K$710.00K$1.56M$526.00K$196.00K$1.04M$1.02M$1.37M

Cash flow

Expensify, Inc. cash flow by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Operating cash flow$8.43M$118.00K$2.20M$1.85M$8.18M$7.86M$7.40M$3.69M$9.32M$3.47M
Capital expendituresUnavailableUnavailable$0$0UnavailableUnavailable$0$0$0$0
Investing cash flow-$1.08M-$1.41M-$798.00K-$1.08M-$1.17M-$498.00K-$929.00K-$1.83M-$2.04M-$2.83M
Financing cash flow-$7.33M$6.27M-$1.16M$1.19M-$931.00K-$1.84M-$893.00K-$23.00M$971.00K$845.00K
Net change in cash$21.00K$4.97M$243.00K$1.95M$6.08M$5.52M$5.58M-$21.14M$8.25M$1.49M
Stock-based compensation$7.21M$5.98M$5.00M$6.66M$6.93M$7.99M$10.00M$7.63M$8.38M$7.52M
Common dividends paidUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Common share repurchasesUnavailableUnavailable$3.04M$3.03MUnavailableUnavailable$0$1.51MUnavailableUnavailable
Depreciation & amortization$2.34M$2.26M$2.28M$2.14M$2.06M$1.98M$1.96M$1.80M$1.63M$1.42M

Derived

Expensify, Inc. derived by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Free cash flowUnavailableUnavailable$2.20M$1.85MUnavailableUnavailable$7.40M$3.69M$9.32MUnavailable
Gross margin48.2%47.6%49.2%49.6%51.9%50.6%51.0%51.6%56.9%56.5%
Operating margin-8.6%-5.8%-11.2%-6.4%-28.9%-4.1%1.3%0.8%0.7%-5.3%
FCF marginUnavailableUnavailable6.3%5.3%UnavailableUnavailable20.0%10.4%28.0%Unavailable
SBC / revenue21.3%17.6%14.2%19.0%19.4%22.1%27.0%21.5%25.2%22.4%
Current ratio3.50x3.49x3.30x3.44x3.14x3.25x3.60x2.87x2.20x2.04x
Revenue YoY growth-5.3%-5.8%-4.9%-1.0%7.4%7.6%5.1%-3.0%-14.4%-16.4%
Net margin-11.4%-6.9%-20.2%-6.6%-24.6%-8.8%-3.5%-6.2%-8.3%-11.3%
R&D / revenue14.7%15.5%14.9%14.0%14.4%14.9%18.1%15.9%19.2%17.7%
CapEx / revenueUnavailableUnavailable0.0%0.0%UnavailableUnavailable0.0%0.0%0.0%Unavailable
Long-term debt / equityUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Effective tax rateUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable568.7%UnavailableUnavailable

Amounts are abbreviated; the exact reported value is carried in each cell. — means unavailable, not zero. Open EXFY in the interactive workspace to inspect any figure back to its filing.

Source filings

10-Q · Filed 2026-08-06View SEC filing
10-Q · Filed 2026-05-07View SEC filing
10-K · Filed 2026-02-26View SEC filing
10-Q · Filed 2025-11-06View SEC filing
10-Q · Filed 2025-08-07View SEC filing
10-Q · Filed 2025-05-08View SEC filing

Companies in the same industry

Every accounting identity this site checks — the balance sheet, the gross profit bridge and the cash flow statement — reconciles in every period shown.