Expensify is a highly regarded tool for expense management, receipt scanning, and business travel. Expensify can categorize and code each receipt and can even automatically submit business expenses for approval and reimbursement.
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Gmail + Expensify
Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...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.
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.
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.
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
Currently, Expensify works only as an action app at Appy Pie Connect. We are working on its trigger app version.
To integrate Expensify with Appy Pie Connect, search and select it from the app directory available at explore.
Select the service required and press Continue button
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.
Once connected, return to Appy Pie Connect integration and press Continue by selecting the account.
Now, your Expensify account is integrated with Appy Pie Connect to run with the apps as per the requirement.
There is no common known issue for the integration of Expensify at Appy Pie Connect. Kindly contact our support team to get the solution for all your queries.