Integrate Chargebee with Expensify

Appy Pie Connect allows you to automate multiple workflows between Chargebee and Expensify

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About Chargebee

Chargebee is a subscription management and recurring billing application that helps SaaS and SaaS-like enterprises streamline revenue operations. Chargebee works with the world's most popular payment gateways.

About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

Want to explore Chargebee + Expensify quick connects for faster integration? Here’s our list of the best Chargebee + Expensify quick connects.

Explore quick connects

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Connect Chargebee + Expensify in easier way

It's easy to connect Chargebee + Expensify without coding knowledge. Start creating your own business flow.

  • Triggers
  • Customer Details Updates

    Triggers when customer details such as first name, last name, email, billing address, etc., are updated.

  • New Customer

    Triggers when a customer is created.

  • New Invoice

    Triggers when a new invoice is generated(with line item support).

  • New Payment

    Triggers when a payment is collected successfully.

  • New Subscription

    Triggers when a subscription is created.

  • Payment Failure

    Triggers when a payment fails.

  • Subscription Cancellation

    Triggers when a subscription is cancelled.

  • Subscription Cancellation Scheduled

    Triggers when a subscription is scheduled for cancellation.

  • Subscription Details Updates

    Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.

  • Subscription Pause

    Triggers when a subscription is paused.

  • Subscription Resumption

    Triggers when a paused subscription is resumed.

  • Actions
  • Change Next Billing Date

    Updates next billing date of a subscription.

  • Create Customer

    Creates a new customer in Chargebee.

  • Create Subscription

    Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.

  • Pause Subscription

    Pauses a subscription in Chargebee.

  • Record Offline Payment for an Invoice

    Records an offline payment for unpaid invoices.

  • Resume Subscription

    Resumes a paused subscription in Chargebee

  • Update Customer

    Updates customer details in Chargebee.

  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

How Chargebee & Expensify Integrations Work

  1. Step 1: Choose Chargebee as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Expensify as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Chargebee to Expensify.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Chargebee and Expensify

  • Chargebee is a financial software company that provides online billing and invoicing sputions for small businesses in the United Kingdom.
  • Expensify is a cloud-based expense tracking system that allows individuals to keep track of their expenses while they are on the go.

Integration of Chargebee and Expensify

  • Chargebee is one of the leading providers of online billing and invoice management services in the UK and serves more than 20,000 customers, including over 1,500 microbusinesses, SMEs and universities, who manage close to $1 billion in annual sales vpume through its software. Its customers include both startups and well-known companies such as Shop Direct, the UK’s largest online retailer.
  • Expensify has been helping people keep track of their expenses since 2009 and has around 150,000 users across the globe. It offers an innovative cloud-based spution for individuals to manage their business and personal expenses. The platform also helps its users to submit tax forms for the required areas in the United States.
  • Chargbee was acquired by Xero Ltd in 2016, with Xero acquiring all of Chargbee’s outstanding shares for approximately $30 million in cash. In 2016, Expensify announced that it had raised $7 million in funding from firms such as Accel Partners and Matrix Partners.

Benefits of Integration of Chargebee and Expensify

  • Chargebee is an integrated accounting, quoting and invoicing software that can be used on top of an existing ERP or accounting system. Since its integration with Expensify was announced, the two companies have been working together to create a seamless interface between them to make it easier for customers to manage their bookkeeping and expense tracking processes using one single platform.
  • Expensify is an integrated expense tracking system that combines mobile technpogy with cloud-based software to help customers keep track of their business and personal expenses on the go. It also allows users to submit tax forms for certain locations in the United States. The integration between Chargebee and Expensify has made it easier for customers to manage their accounting processes using one single platform.

The process to integrate Chargebee and Expensify may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm