Expensify Integrations

  • Save new Expensify reports as PDFs in Google Drive

    Getting your expense reports out the door is critical to running your business, but that doesn’t mean you have to spend a lot of time creating them. This integration can export your Expensify reports to PDFs and save them to Google Drive so you can share your reports without lifting a finger.

    How this Expensify-Google Drive integration works

    1. A new report is created in Expensify
    2. Zapier exports this report as a PDF
    3. The PDF is saved to Google Drive

    Apps involved

    • Expensify
    • Google Drive
  • Add new Expensify reports to a Google Sheets spreadsheet

    Make sure your expense reports are available to your whole team, anytime. Use this automation to add new Expensify reports to a Google Sheets spreadsheet. Your expense reporting will get an extra boost of visibility and everyone will stay in the know.

    How this Expensify-Google Sheets integration works

    1. A new Expensify report is created
    2. Zapier adds that report to a row in a Google Sheet

    Apps involved

    • Expensify
    • Google Sheets
  • Save new Expensify reports as PDFs and upload them to Box

    Your team can have access to expense reporting - and you won’t have to do any work for it! Use this automation to generate PDFs of your Expensify reports and then save them to Box. No more time wasted exporting and uploading files manually - what a relief!

    How this Expensify-Box integration works

    1. A new report is created in Expensify
    2. Zapier saves this report as a PDF
    3. The report is uploaded to Box

    Apps involved

    • Expensify
    • Box
  • Get Slack notifications for new Expensify reports

    You spend most of your day in chat, so why break your flow to check in on expense reports? Use this automation to get a direct message on Slack when a new Expensify report is created, and you'll stay updated without hopping between apps.

    How this Expensify-Slack integration works

    1. A new report is created in Expensify
    2. Zapier sends a direct message via Slack

    Apps involved

    • Expensify
    • Slack
  • Create Expensify expenses from new Dropbox files

    It's rare for someone to enjoy logging expenses -- it's tedious work! Make this task a little less painful by automating the workflow with Zapier. Use this integration to create expenses in Expensify from new Dropbox files. That way, all of your business expenses will be in order - and stay that way.

    How this Dropbox-Expensify integration works

    1. A new file is added to Dropbox
    2. Zapier creates a new expense in Expensify

    Apps involved

    • Dropbox
    • Expensify
  • Create Expensify expenses from new Google Sheets rows

    If your team uses multiple spreadsheets to track expenses, you probably spend a good amount of time consolidating them into your accounting. Not any more! Use this automation to create a new expense in Expensify whenever a new row is added to a Google Sheet. That way, you won't have to manually transfer your team's expense data over to Expensify.

    How this Google Sheets-Expensify integration works

    1. A new row is added in Google Sheets
    2. Zapier creates an expense in Expensify

    Apps involved

    • Google Sheets
    • Expensify
  • Export new Expensify reports as PDFs

    Constantly generating PDFs of your expense reports can be a tedious chore. No need to exhaust the export-to-PDF feature when you can use this Zapier automation instead. After you set it up, new Expensify reports will automatically be exported as PDFs. Now you have everything you need to fire off that report to your team in an instant.

    How this Expensify integration works

    1. A new Expensify report is created
    2. Zapier automatically exports this report as a PDF in Expensify

    Apps involved

    • Expensify
  • Add Expensify expenses from new Excel rows

    If you're manually logging expenses in a spreadsheet, it can be time-consuming to get that data into your accounting software. Zapier can help make this process easy breezy. Once you set it up, new expenses added to an Excel sheet will be added as expenses in Expensify. That way, you can be sure all of your expense data is accounted for.

    How this Excel-Expensify integration works

    1. A new expense is added to Excel
    2. Zapier creates an expense in Expensify

    Apps involved

    • Excel
    • Expensify
  • Add new Expensify reports to Google Drive

    If your reports are saved in multiple places, it can be a challenge to find the right report when you need it. Use this Zapier integration to keep all your reporting front and center. Every time you create a new Expensify report, Zapier will save the file to Google Drive. Then your expense reports will be right alongside the rest of your team's docs.

    How this Expensify-Google Drive integration works

    1. A new report is created in Expensify
    2. Zapier adds this report to Google Drive

    Apps involved

    • Expensify
    • Google Drive
  • Create Gmail drafts from new Expensify reports

    Cut down on the time you take writing emails about your expense reports. With this integration, you can automatically draft an email on Gmail after a new expense report is created in Expensify. The faster the report gets into the right hands, the faster those expenses will be paid up. Win-win!

    How this Expensify-Gmail integration works

    1. A new report is created in Expensify
    2. Zapier creates an email draft in Gmail

    Apps involved

    • Expensify
    • Gmail
  • Create Asana tasks from new Expensify reports

    Sometimes creating an expense report is just the first step of many. With this automation, you can add a new task in Asana whenever a new Expensify report is created. This way, the follow-up tasks in your reporting workflow are right alongside the rest of your to-dos.

    How this Expensify-Asana integration works

    1. A new Expensify report is created
    2. Zapier creates a new Asana task from this report

    Apps involved

    • Expensify
    • Asana
  • Create Trello cards from new Expensify reports

    Keeping track of expense reporting can be a challenge - unless you set up some automation to handle it for you. Use this integration to automatically create Trello cards from new Expensify reports. It's a simple way to organize your expense reporting right inside of your project management tool.

    How this Expensify-Trello integration works

    1. A new Expensify report is created
    2. Zapier creates A Trello card with the report info

    Apps involved

    • Expensify
    • Trello
  • Add new Expensify expenses from your email

    When your business expenses are stacking up, it can be a huge undertaking to manually log the details. With this integration, it can be as easy and sending an email! Use this automation to create a new expense in Expensify by sending an email to your own customer zapiermail.com address. What will you do with all of your newfound free time?

    How this Email by Zapier-Expensify integration works

    1. You send an expense detail to your Zapier email account
    2. Zapier logs this new expense in Expensify

    Apps involved

    • Zapier
    • Expensify
  • Add new Expensify reports to OneDrive

    If all of your team's files are in one shared location, it can be disruptive to switch over to a different platform just for expense reports. Zapier can help with that by automatically adding new Expensify reports to OneDrive. That way, you keep your one-stop-shop for files in tact and eliminate the need to hop between apps.

    How this Expensify-OneDrive integration works

    1. A new report is created in Expensify
    2. Zapier adds this report to OneDrive

    Apps involved

    • Expensify
    • OneDrive
  • Create Invoice Ninja invoices from new Expensify reports

    Getting invoices out the door faster can only lead to good things - like being paid faster! Use this Zapier integration to create new Invoice Ninja invoices from Expensify report and you'll speed up the invoicing process in no time.

    How this Expensify-Invoice Ninja integration works

    1. A new Expensify report is created
    2. Zapier creates an invoice in Invoice Ninja

    Apps involved

    • Expensify
    • Invoice Ninja
  • Create Saasu invoices from new Expensify reports

    Delays between expense reports and invoices can be a real headache. Use this Zapier integration to automate your workflow and get your invoices out the door quickly. After you set it up, a new Saasu invoice will be generated from an Expensify report so you can eliminate invoicing delays and keep your books happy.

    How this Expensify-Saasu integration works

    1. A new report is created in Expensify
    2. Zapier creates a new invoice in Saasu

    Apps involved

    • Expensify
    • Saasu
  • Create expenses in Expensify for new Splitwise expenses

    Do you log your expenses in Splitwise but need to send them Expensify? Stop entering them twice and automate this task with Zapier! When new expenses are created in Splitwise, Zapier automatically creates them in Expensify too.

    How this Splitwise-Expensify integration works

    1. A new expense is created in Splitwise
    2. Zapier creates the expense in Expensify

    Apps involved

    • Splitwise
    • Expensify
  • Copy new InvoiceBerry expenses to Expensify

    Using Expensify to track your expenses, and InvoiceBerry to send invoices for those expenses? Don't copy and paste expenses into InvoiceBerry. Instead, set up this Zapier integration, and your newly added expenses in InvoiceBerry will be automatically be added to your Expensify account. This way you will only need to add new expenses once in order to have them recorded in both apps.

    Note: This Zapier integration doesn't import already added InvoiceBerry expenses into Expensify, only new expenses will be added after you've set it up.

    How this InvoiceBerry-Xero integration works

    1. A new InvoiceBerry expense is created
    2. Zapier adds that expense data to Expensify as a new expense

    Apps involved

    • InvoiceBerry
    • Expensify
  • Post new Expensify reports to the Blink feed

    Want to perform your expenses workflow without leaving Blink? Then this is the Zapier integration for you. Automatically get a post in your feed notifying you of new Expensify reports. You can even configure this Zapier integration to post expense reports to your whole accounting team.

    How this Expensify-Blink integration works

    1. A new Expensify report is submitted
    2. Zapier posts the report to the Blink feed

    Apps involved

    • Expensify
    • Blink

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Expensify Integration Details
Premium

Launched on Zapier January 20, 2014

Expense management doesn't have to be a time suck. With Expensify and Zapier, you can automatically organize receipts, create reports, and export data. Reimburse your employees quickly and efficiently and keep track of company expenses without wasting time on manual data entry. With Zapier, you can connect Expensify to all your other business tools to ensure a simple and seamless expense reporting process.

Here are some creative ways to use Expensify with Zapier:

  • Ditch the reminder to report repeated expenses at a certain time each month. Zapier will create weekly or monthly expenses in Expensify.
  • Focus your time on accounting, not on administrative tasks. Zapier will export new Expensify reports as PDFs that are ready to send out.
  • Store all your reports in one place by having Zapier save Expensify reports as PDFs in Google Drive.

Zapier combines Triggers (like "New Report") and Actions (like "Export Report to PDF") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Expensify Triggers, Searches, and Actions are supported by Zapier:

Export Report to PDF

Given a Report ID (from a trigger), export that report to a PDF document.

Create Single Expense

Creates a single expense item.

Create Expense Report

Only for Expensify Premium users! Creates a new expense report.

New Report

Triggered when a new report is created.

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Expensify is an application that makes it easy to import expenses directly from a credit card to create expense reports quickly and easily.