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Connect Expensify integrations

Reconcile your company spend by automating Expensify to instantly capture receipts, track corporate card transactions, and manage employee reimbursements. Linking this software to our workflow automation tool lets you route approved reports straight to your accounting ledger or sync bank feeds in real time. Sign up for free today to build your first financial connection.

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Build your Expensify integrations.

Managing business expense reports, receipt tracking, and corporate financial data manually can drain your team's valuable time and lead to costly human errors. By leveraging the power of Make, you can build custom integrations that connect Expensify with your entire digital ecosystem, including CRM platforms, project management tools, and accounting databases. This powerful automation platform enables you to design visual automated workflows that trigger instantly whenever an expense is approved, a report is submitted, or a new user is created in Expensify. Automating these tedious data transfers ensures real-time financial tracking, enhances overall operational efficiency, and allows your accounting department to focus on strategic business growth rather than manual spreadsheet entries. Whether you need to sync transaction logs with your central databases or dispatch instant team notifications for pending approvals, these robust software connections can be tailored to fit your exact business logic. Bring speed, accuracy, and scalability to your financial operations by eliminating repetitive manual tasks today. Experience the transformative benefits of modern business process automation and start using Make to integrate Expensify now.

Expensify
Create Expense Rules

Creates expense rules for a given employee on a given policy.

Action
Expensify
Create a Policy

Creates a policy.

Action
Expensify
Create a Single Expense

Creates a single expense item.

Action
Expensify
Create an Expense Report

Creates an expense report.

Action
Expensify
Export a Report

Exports expense or report data and downloads it.

Action
Expensify
Get a Policy

Returns information about the selected policy.

Action
Expensify
List Domain Credit Cards

Lists all domain credit cards.

Search
Expensify
List Policies

Lists all policies.

Search
Expensify
Update Expense Rules

Updates a preexisting expense rule for a given employee on a given policy.

Action

Connect any app with Expensify

Popular Expensify workflows.

Connect Expensify to your daily tools using Make. Automate expense reports, sync receipts, and eliminate manual data entry.

Maximize efficiency: Integrate and automate Expensify using Make

Connect Expensify to your favorite business tools using Make. Automatically generate reports, check expense policies via chat, and keep your financial records updated in real time to save your team hours of manual work.

Automated expense report creation

Automatically turn records from database tools like Airtable into Expensify reports, saving hours of manual data entry.

On-the-go report access

Retrieve and view your expense reports instantly by sending a quick message to your favorite chat application.

Quick policy checks

Look up specific user expense policies directly from your messaging platform without ever opening Expensify.

Connected financial workflows

Seamlessly link Expensify with your other business apps to keep your financial records automatically updated.

FAQ

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.

How it works

Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

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