Integrate Expensify with Xero

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

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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.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Xero Integrations
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Best Expensify and Xero Integrations

  • Expensify Integration Expensify Integration

    Xero + Expensify

    Export Report to PDF in Expensify when New Bill is created in Xero Read More...
    Close
    When this happens...
    Expensify Integration New Bill
     
    Then do this...
    Expensify Integration Export Report to PDF
  • Expensify Integration Expensify Integration

    Xero + Expensify

    Create Expense Report to Expensify from New Bill in Xero Read More...
    Close
    When this happens...
    Expensify Integration New Bill
     
    Then do this...
    Expensify Integration Create Expense Report
  • Expensify Integration Expensify Integration

    Xero + Expensify

    Create Single Expense to Expensify from New Bill in Xero Read More...
    Close
    When this happens...
    Expensify Integration New Bill
     
    Then do this...
    Expensify Integration Create Single Expense
  • Expensify Integration Expensify Integration

    Xero + Expensify

    Export Report to PDF in Expensify when New Contact is created in Xero Read More...
    Close
    When this happens...
    Expensify Integration New Contact
     
    Then do this...
    Expensify Integration Export Report to PDF
  • Expensify Integration Expensify Integration

    Xero + Expensify

    Create Expense Report to Expensify from New Contact in Xero Read More...
    Close
    When this happens...
    Expensify Integration New Contact
     
    Then do this...
    Expensify Integration Create Expense Report
  • Expensify Integration {{item.actionAppName}} Integration

    Expensify + {{item.actionAppName}}

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

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

    Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    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

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Expensify & Xero 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 Xero 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 Xero.

    (2 minutes)

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

Integration of Expensify and Xero

Expensify?

Expensify is a cloud-based expense tracking and management software that can be used by individuals, teams, small businesses and large companies. It was founded in 2008 by David Barrett and Thomas Korte, who are former classmates at Princeton University. It has offices in San Francisco, London and Sydney.

Expensify is an online app that allows its users to track and manage their expenses. Users can share their expenses with others to get their approval before they can be reimbursed. Expensify also lets its users export the data into Xero, Quickbooks or a CSV file. This serves to help small business owners import their data from Expensify into their accounting software so that they can keep track of their finances.

Xero?

Xero is an accounting software that helps businesses better manage their finances and ensure that they stick to the budget. It is a cloud-based service that can be accessed on any device. Xero has a feature called Xero Business R&D (R&D stands for Research and Development. where it cplaborates with software developers such as Expensify to integrate its financial software with third-party apps.

Integration of Expensify and Xero

Expensify was first integrated with Xero in 2012. This integration allowed users of Expensify to import their data directly into Xero. However, some users were unhappy with the integration because it only worked with Xero’s desktop version. Therefore, in 2013, Expensify developed an integration with Xero’s mobile app, which made it possible for users of both technpogies to access their data on either a computer or mobile device.

A new major integration between these two technpogies was released in 2015. This integration allowed users of Xero to be able to use the features of Expensify right within their accounting software. For example, if a user has submitted an expense report through Expensify, he or she will be able to see it within the dashboard of Xero. This way, the user does not have to log in to another website to access Expensify to see his or her expenses. This integration allows users to make expense reports easier and more efficient.

Benefits of Integration of Expensify and Xero

By integrating Expensify and Xero, business owners are able to save time by using the features of both technpogies without having to switch between them. Also, they can access their data easily because they do not have to log out of one site and log into another. These integrations allow users to connect with other people in one platform instead of switching between different platforms at different times. They can also use one platform to access all their data that is related to both Expensify and Xero. Another benefit is that they will not have to worry about making duplicate entries because all information will be transferred automatically from one platform to the other when it is updated.

The process to integrate Expensify and Xero 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.