From unlimited receipt scanning and mileage tracking to next-day reimbursement, automate your preaccounting system with an easy to use expense tracking app.
Go to siteThe Expensify API enables the automation of expense reporting and management tasks. By harnessing this API within Pipedream, you can craft workflows that streamline the expense submission process, synchronize financial data across platforms, and trigger actions based on expense report statuses. With Pipedream’s serverless platform, these automations can run in the background, allowing for real-time data processing and interaction between Expensify and a myriad of other apps and services.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
expensify: {
type: "app",
app: "expensify",
}
},
async run({steps, $}) {
const requestBody =
`requestJobDescription={
"type":"get",
"credentials":{
"partnerUserID": "${this.expensify.$auth.partnerUserId}",
"partnerUserSecret": "${this.expensify.$auth.partnerUserSecret}"
},
"inputSettings":{
"type":"policyList",
}
}`
return await axios($, {
method: "post",
url: `https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations`,
data: requestBody,
})
},
})
Expense Approval Notifications: When a new expense report is submitted in Expensify, trigger a workflow in Pipedream that sends a Slack message to the approver with report details, enabling quicker review and approval.
Synchronized Expense Recording: Every time an expense is approved in Expensify, use Pipedream to automatically record the expense in a Google Sheet or push it to an accounting software like QuickBooks, ensuring financial records are always up-to-date.
Receipt Processing Automation: Upon receiving a new receipt image in Expensify, trigger a workflow that uses image recognition to extract data from the receipt and populate an expense report in Expensify, reducing manual data entry.
Expensify uses API keys for authentication. When you connect your Expensify account, Pipedream securely stores the keys so you can easily authenticate to Expensify APIs in both code and no-code steps.
To connect your Expensify account with Pipedream, copy and paste the below fields from your Expensify Integration settings.