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.
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
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 Automate, Expensify integrates with more than 150 apps without any coding. By using Expensify with Appy Pie Automate 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 Automate and integrate your Expensify account with the any app you use in your business. No coding required.
Appy Pie Automate 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.
Currently, Expensify works only as an action app at Appy Pie Automate. We are working on its trigger app version.
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.
Now, select your required service and click Continue. Here, you’ll be asked to select your account and press Connect an Account button.
Next, choose the account if already connected at Appy Pie Automate 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 the details are filled you will be asked to give permission for the integration, Click Continue to complete this step.
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.