About
About Expensify
Expensify is a cloud-based expense management platform used by businesses of all sizes to capture receipts, submit expense reports, manage corporate cards, and process reimbursements. It automates the end-to-end expense workflow from receipt capture through to accounting export.
Core Capabilities
Receipt scanning and SmartScan OCR, expense report creation and approval workflows, corporate card reconciliation, reimbursement processing, and direct accounting integrations.
Deployment
Fully cloud-based SaaS. Accessible via web, iOS, and Android. The Business Connector communicates with Expensify through its secure partner API (Expensify API v2).
Data Model
Policy-centric architecture where expense reports, employees, and card programmes are governed by workspace policies. The connector understands policy rules and routes data accordingly.
Typical Landscape
Expensify typically integrates with ERP systems (SAP, Oracle, NetSuite), accounting tools (QuickBooks, Xero), HRIS platforms (Workday, BambooHR), and corporate card programs.
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System Objects
System Objects Covered
The System Connector covers the following Expensify objects, providing secure API-level access and enabling seamless CRUD operations.
Policies
Workspace policy configuration including approval workflows, category rules, and spending limits.
Expense Rules
Automated rules that tag, categorise, or flag expenses based on merchant, amount, or category criteria.
Download Report
Download finalised expense reports as formatted files, including receipt attachments and line-item detail.
Export Report
Export expense reports from Expensify in structured formats for downstream processing in ERP and accounting systems.
Employees
Employee records within Expensify policies. Includes roles, manager assignments, and approval hierarchy.
Expenses
Individual expense line items with merchant, amount, category, receipt attachment, and GL coding fields.
What Lives Under One Roof
What you can do with this connector
All natively built, All sharing OES data model. All accessible from one workspace.
Automated Expense-to-ERP Posting
Approved expense reports in Expensify flow automatically into your ERP or accounting system as journal entries or vendor bills. GL account mapping, cost centre allocation, and tax codes are handled without manual re-entry.
Reimbursement Status Synchronisation
Once a payment run completes in your ERP or payroll system, the reimbursement status updates back in Expensify automatically, closing the loop for employees and finance teams without duplicate tracking.
Employee & Policy Master Data Sync
New hires provisioned in your HRIS are automatically created in Expensify with the correct policy assignment, manager hierarchy, and approval chain, eliminating manual onboarding steps for finance administrators.
Corporate Card Reconciliation
Corporate card transactions flow from Expensify into your ERP alongside matched receipts and expense report data. Monthly reconciliation becomes a verification step rather than a manual exercise.
Project & Cost Centre Coding Enforcement
Project codes and cost centres maintained in your ERP are pushed to Expensify in real time, ensuring employees always select valid coding options when submitting expenses, eliminating reclassification corrections downstream.
Spend Analytics Integration
Approved expense data flows into your BI or analytics platform as soon as reports are finalised in Expensify. Finance teams gain visibility into travel, entertainment, and operational spend without waiting for month-end exports.
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No custom builds and no ongoing maintenance between system pairs.