?>

Expensify + ProfitWell Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About ProfitWell

ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.

ProfitWell Integrations

Best ways to Integrate Expensify + ProfitWell

  • Expensify Expensify

    Gmail + Expensify

    Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    Close
    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...
    Close
    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...
    Close
    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...
    Close
    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...
    Close
    When this happens...
    Expensify New Labeled Email
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify {{item.actionAppName}}

    Expensify + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Expensify + ProfitWell in easier way

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

    Triggers
    Actions
  • 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

  • Add Customer

    Add a new customer on your profitwell account.

  • Churn Subscription

    Churn Subscription.

  • Get Customer Info

    Get MRR and plan info on customer.

  • Upgrade or Downgrade Subscription

    Upgrade or downgrade subscription

How Expensify & ProfitWell Integrations Work

  1. Step 1: Choose Expensify 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 ProfitWell 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 Expensify to ProfitWell.

    (2 minutes)

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

Integration of Expensify and ProfitWell

Expensify is an online expense reporting service that eliminates the need of paper receipts. With Expensify, customers can track their expenses using a mobile application and web browser. Expensify has simplified the process of tracking and managing expenses, but it can be used in a variety of ways, such as establishing a profit margin. [1] ProfitWell is a platform that provides real-time insights and metrics into the revenue and profitability of a business. Through the use of the ProfitWell platform, businesses are able to see what they are spending on each customer and identify which customers are worth retaining and acquiring. [2] The integration of Expensify and ProfitWell allows for a more efficient history of customer spending.

Running a business today requires more than just knowing how much money is being spent on products. In order to maximize profit, companies must know how much money is being made on each individual customer. However, this is not always easy to find out because there are various expenses that a company will incur without any way to know exactly how much revenue was generated by them. Expensify and ProfitWell have partnered to ensure businesses can gain insight into what their customers are costing them. [3] By integrating these two platforms, businesses are able to take away the guesswork invpved with knowing exactly how much money is being spent on their customers. [4] After integrating Expensify and ProfitWell, businesses can see how much money individual clients are costing them, which allows them to be able to make decisions on where they want to invest their marketing efforts. [5]

When Expensify and ProfitWell integrate, it allows for businesses to gain insight into what their customers cost them. This allows companies to make better decisions on where they spend their money and time when acquiring new customers. Because there is no longer a need to wonder how much money is being spent on individual clients, businesses are able to determine how much effort they should put into acquiring new clients. As well as making better decisions about investing in new accounts, companies can use the data gathered from ProfitWell and Expensify to get a better understanding of where their money is going when it comes to existing customers.

References

[1] https://www.expensify.com/pricing/

[2] https://www.profitwell.com/service/

[3] http://blog.expensify.com/2017/09/16/companies-can-now-see-the-cost-of-their-customers/

[4] http://blog.expensify.com/2017/09/16/companies-can-now-see-the-cost-of-their-customers/#more-2351

[5] https://www.profitwell.com/blog/making-smart-spending-decisions

The process to integrate Expensify and ProfitWell 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.