Expensify Integrations

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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.

Choose the app you want to connect with Expensify

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How to Integrate Expensify with Appy Pie Connect

Follow these steps to Integrate Expensify:

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Expensify App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Expensify account API key

  6. Your Expensify app is now ready to integrate hundreds of apps supported on Appy pie Connect.

Best Expensify Integrations

  • Expensify Expensify

    Gmail + Expensify

    Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Expensify New Email
    Then do this...
    Expensify Create Expense Report

    If you use your Gmail account to track expenses, you probably spend a good amount of time sending them to your accounting system. Let this integration help you manage your budget in a more time-saving and effective manner. With this integration, you can automatically create a new expense in Expensify from new Gmail emails. That way, you won't have to manually transfer your team's expense data over to Expensify.

    How this integration works
    • A new email is received in Gmail inbox
    • Appy Pie Connect creates an expense in Expensify
    What You Need
    • A Gmail account
    • An Expensify account
  • Expensify Expensify

    Gmail + Expensify

    Export Report to PDF in Expensify when New Attachment is created in Gmail Read More...
    When this happens...
    Expensify New Attachment
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    Gmail + Expensify

    Create Expense Report to Expensify from New Attachment in Gmail Read More...
    When this happens...
    Expensify New Attachment
    Then do this...
    Expensify Create Expense Report
  • Expensify Expensify

    Gmail + Expensify

    Create Single Expense to Expensify from New Attachment in Gmail Read More...
    When this happens...
    Expensify New Attachment
    Then do this...
    Expensify Create Single Expense
  • Expensify Expensify

    Gmail + Expensify

    Export Report to PDF in Expensify when New Labeled Email is created in Gmail Read More...
    When this happens...
    Expensify New Labeled Email
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    Expensify + {{item.actionAppName}}

    {{item.message}}
    When this happens...
    Expensify {{item.triggerTitle}}
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}

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Expensify Integration Details

Whether you own a startup or small business or a large enterprise, expense management is something that most organizations struggle with. As it is one of the most critical processes of a business, you must make sure that you have a good expense management system in place. A good expense management system can give you control over your company’s expenses in the long run. Expensify is a reliable expense management system that can help you manage your business expenses more efficiently and help achieve your financial objectives. However, keeping track of expense reporting is a challenge - unless you set up some automation to handle it for you.

At Appy Pie Connect, Expensify integrates with more than 150 apps without any coding. By using Expensify with Appy Pie Connect together, you can automatically manage receipts, export data from other tools, and create a comprehensive expense reports in minutes, and all without any manual intervention. Our automation platform is easy to use and offers a wide range of features that can make your Expensify integration process quick and simple. Use Appy Pie Connect and integrate your Expensify account with the any app you use in your business. No coding required.

Here is how you can use Expensify with Appy Pie Connect:

  • Organize your expense reports in one place. Integrate Expensify with Google Drive and Appy Pie Connect will automatically save all your Expensify reports in Google Drive.
  • Keep your team informed about all that’s going on in Expensify. Connect Expensify to Trello and automatically create Trello card for any new activity in Expensify.
  • Have comprehensive insights into your company's expense. Integrate Expensify with Gmail and automatically receive weekly or monthly expense report on your Gmail.
  • Connect Expensify with Asana and automatically add a new task in Asana for a new Expensify file. This Expensify-Asana integration will make your expense management more efficient.
  • Automatically add new Expensify reports to OneDrive by integrating both app together. This Expensify-OneDrive integration will keep your important files in one place.
  • Expensify-Office 365 integration: Automatically add new Expensify expenses from your Office 365 emails. This way you can send all your reimbursement emails to Expensify.
  • Connect Expensify to BambooHR integration automatically save new BambooHR employee files in Expensify without any coding.
  • Integrate Expensify with Invoice Ninja and automatically create Invoice Ninja invoices from new Expensify reports. This Expensify- Invoice Ninja integration will help you manage your expenditure more effectively.
  • Automatically add new Expensify reports to a Google Sheets spreadsheet by integrating Expensify with Google Sheets without any coding.

Appy Pie Connect brings together Triggers (like "New Expense ") and Actions (like "Create Ticket") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.

Here is a list of Expensify Triggers and Actions

Step By Step Expensify Integration Guide

Currently, Expensify works only as an action app at Appy Pie Connect. We are working on its trigger app version.

  1. To connect Expensify to Appy Pie, you must click Connect Expensify to your favorite apps button. To do so, sign up/log into your Appy Pie and visit your access dashboard.

  2. Now, select your required service and click Continue. Here, you’ll be asked to select your account and press Connect an Account button.

  3. Next, choose the account if already connected at Appy Pie Connect for Expensify or sign in using the credentials of the Expensify. Enter the Partner User ID & Partner User Secret in the pop-up form for connecting the account. To generate User ID and Secret visit the link given in pop-up form or else “https://www.expensify.com/tools/integrations/” and create credentials. Once done, fill the details in the form.

  4. Once the details are filled you will be asked to give permission for the integration, Click Continue to complete this step.

Common Issues With Expensify At Appy Pie Connect

Not authorized to authenticate as user" error when trying to create an expense for another user in my company.

By default, Expensify prevents users from creating expenses and reports in other users' accounts for security reasons. However, you can contact the Expensify support team to have them manually grant you access to create expenses for others within your company.

Kindly contact our support team online to get more information.

Page reviewed by: Abhinav Girdhar | Last Updated on April 18, 2022 12:10 pm