Expensify Integrations

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Expensify Integration Details

Launched on Zapier January 19, 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 "Create Single Expense") 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:

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 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.

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