DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.
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.Expensify Integrations
DEAR Inventory + ExpensifyExport Report to PDF in Expensify when New Customer OR Updated Customer is created in DEAR Inventory Read More...
DEAR Inventory + ExpensifyCreate Expense Report to Expensify from New Customer OR Updated Customer in DEAR Inventory Read More...
DEAR Inventory + ExpensifyCreate Single Expense to Expensify from New Customer OR Updated Customer in DEAR Inventory Read More...
DEAR Inventory + SalesforceAdd DEAR Inventory customers to Salesforce as new contacts Read More...
DEAR Inventory + GmailCreate Draft to Gmail from New Customer OR Updated Customer in DEAR Inventory Read More...
It's easy to connect DEAR Inventory + Expensify without coding knowledge. Start creating your own business flow.
Triggered when customers are created or updated.
Create Sales Invoice
Create a new sale.
Create Sales order.
Creates a sales quote.
Only for Expensify Premium users! Creates a new expense report.
Creates a single expense item
Given a Report ID (from a trigger), export that report to a PDF document
DEAR Inventory is a cloud-based inventory management system that helps you track an item’s location and other information in real time (DEAR, 2018. It can be integrated with other third party applications like Expensify.
Expensify is an online expense management software application that allows its users to scan or manually enter receipts, which are then matched against the user’s credit card statements and other transactions. The program then creates reports and tracks expenses for the user (Expensify, 2018.
For many small business owners, it is difficult to reconcile their cash flow with their actual expenses. This is because they are not aware of how much they have spent on certain purchases and how much money has been left over after these purchases. This leads to inaccurate accounting.
Integration of DEAR Inventory and Expensify:
DEAR Inventory can be integrated with Expensify and this integration will allow both applications to perform more efficiently. For example, when a purchase is made using Expensify, DEAR Inventory can be automatically updated with the information about the product or service bought using Expensify. At the same time, DEAR Inventory can also inform Expensify if the item purchased was already carried in the inventory. This way, Expensify will know not to include this item in its reports. These two applications can also be integrated with QuickBooks, so that all financial information is in one place (QuickBooks, 2018.
Benefits of Integration of DEAR Inventory and Expensify:
There are several benefits of integrating DEAR Inventory and Expensify. One benefit is that it will help small business owners keep track of their finances. They will be able to see all relevant financial data in one place, which will enable them to make informed decisions about their business. Another benefit is that if DEAR Inventory and Expensify are integrated, it will be easier to reconcile accounts. Business owners will also be able to avoid accounting errors. This will help them save time and money that would otherwise have been spent on correcting accounting mistakes (Intuit, 2018.
In conclusion, integrating DEAR Inventory and Expensify can help small business owners improve the way they manage their finances. This integration will allow them to have access to all relevant financial data in one place and will make accounting easier for them.
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