Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Why you should automate with Expensify

Popular Expensify integrations
  • Popular Expensify integrations
  • Empower finance
  • Delight your employees
  • Analyze expenses effectively
  • Notify approvers of expense reports

    Help approvers discover expense reports quickly and review them carefully by integrating Expensify with Slack or Microsoft Teams. You can then build the following automation: Once an expense report gets submitted, the designated approver receives a message in Slack or Teams that includes key details on the report. The message also includes a link to the report in Expensify, allowing the approver to move quickly in accepting or rejecting it.
  • Submit expenses without logging into Expensify

    Forcing employees to log into Expensify whenever they need to upload and submit expense reports is time consuming and tedious. You can empower them to submit expenses from either Slack or Teams instead by using Workbot®.
  • Review the status of any expense

    Once an employee submits their expense, they’ll likely want to stay informed of its status—all the way through to its approval. You can help them do just that by using Workbot® to build an automation where an employee can check on the status of a specific expense with the click of a button inside of Slack or Teams.

Do everything in one place

Triggers

When this happens…

Expensify
  • Expense report created
    Expense report created in Expensify
  • Any other trigger you can think up

Actions

Do this…

Expensify
  • Custom action
    Custom action in Expensify (Custom)
  • Create expense
    Create expense in Expensify
  • Create expense report
    Create expense report in Expensify
  • Get policy list Batch
    Get policy list in Expensify
  • Get expense report status
    Get expense report in Expensify
  • Create/Update employee
    Create/Update employee in Expensify
  • Update expense report status
    Update expense report in Expensify
  • Any other action you can think up

Let us tailor your Expensify integrations

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

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Let’s start automating

Schedule a Demo