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Expensify

Connect Expensify integrations

Control your company’s corporate spending by integrating Expensify to automate receipt scanning and travel bookings. Connecting your corporate cards to over 3,000 integration apps lets you instantly match transactions, update reimbursement policies, and export tax-ready datasets. Create your free account today to initialize your first automated reimbursement workflow.

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Verified

Expensify

This app is supported and maintained by Make.

Triggers and actions

Developed, supported and maintained by community users.

Create a Policy
Creates a policy.
Action
Create a Single Expense
Creates a single expense item.
Action
Create an Expense Report
Creates an expense report.
Action
Create Expense Rules
Creates expense rules for a given employee on a given policy.
Action
Export a Report
Exports expense or report data and downloads it.
Action
Get a Policy
Returns information about the selected policy.
Action
Update a Policy
Updates the selected policy.
Action
Update a Report Status
Updates the selected report status.
Action
Update an Employee
Updates the selected employee.
Action
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Expensify

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Popular Expensify workflows

Connect Expensify with Make. Automate your expense reports, sync data with other apps, and simplify your workflows.

Business Operations & ERPs

Create expense reports in Expensify from Airtable records

Export records from your Airtable in your Expensify making expense reports out of them. In order for this scenario to work your table has to look like this

Create expense reports in Expensify from Airtable records
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Business Operations & ERPs

Export a report from Expensify to a Telegram message

Every time you text your Telegram bot a date it sends you reports from your Expensify.

Export a report from Expensify to a Telegram message
Use template
Built-in Apps

Get policies from Expensify in a Telegram message

Every time your Telegram bot gets a message with an email of your Expensify user you will get a list with policies of his.

Get policies from Expensify in a Telegram message
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Supercharge your workflows

Automate Expensify with Make to Simplify Your Expense Workflows

Connect Expensify to your favorite business tools using Make. Automatically sync your receipt data, update records, and eliminate errors using a simple visual workflow builder.

Effortless Expense Logging from Databases

Automatically generate Expensify reports from your Airtable records to save time on manual data entry.

Seamless Financial Syncing

Connect Expensify to your favorite business apps to keep your receipt and expense data synced across platforms automatically.

Instant Updates inside Telegram

Fetch and view your Expensify reports or policy lists directly inside Telegram just by sending a quick message to your bot.

Code-Free Workflow Automation

Design custom expense management workflows that match your business needs using Make's simple visual builder.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.