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Zapier makes it easy to integrate Expensify with FIN Compliance - no code necessary. See how you can get setup in minutes.

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Expensify logo
Expensify
Expensify logo
Expensify
1. Choose trigger event
FIN Compliance logo
FIN Compliance
FIN Compliance logo
FIN Compliance
2. Choose action
Expensify logo
1. Select the event
Setup
Test
Expensify logo
Expensify
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Report" from Expensify.

Add your action

An action happens after the trigger—such as "Create Calendar Task" in FIN Compliance.

You’re connected!

Zapier seamlessly connects Expensify and FIN Compliance, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Report State
    Trigger
    Polling
    Try It
    • E-Mail
      Required
    • Merchant
      Required
    • Date of Expense
      Required
    • Amount
      Required
    • Currency
    • Comment
    • Tag
    • Category
    Action
    Write
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
  • FIN Compliance triggers, actions, and search
    New Compliance Calendar Task

    Triggers when a new task is added in your FIN Compliance calendar.

    Trigger
    Polling
    Try It
    • Title
      Required
    • Email Address
      Required
    • Policy
      Required
    Action
    Write
    • Report ID
      Required
    • Include Full-Page Receipts
    Action
    Write
    • Report Number
      Required
    Action
    Search
    • Task Name
      Required
    • Start Date
      Required
    • Description
      Required
    • Completed
      Required
    Action
    Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Expensify and FIN Compliance to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Expensify to FIN Compliance integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About Expensify
Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management.
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About FIN Compliance
FIN Compliance is a consortium of compliance, consulting, and business management solutions to help investment firms to structure, maintain, and develop their regulatory review programs.
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Related categories
Project Management

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