Expensify

Integrate Expensify with 2800+ apps and services

Supercharge your Expensify experience by connecting with over 2800 popular apps. Harness AI-powered automation to build smart workflows that enhance efficiency and drive business success.

Explore Triggers and Actions

We’re adding more usecases, triggers and actions - check back soon!
Create Expense
Creates a new expense. [See docs here](https://integrations.expensify.com/Integration-Server/doc/#expense-creator)
Export Report To PDF
Export a report to PDF. [See docs here](https://integrations.expensify.com/Integration-Server/doc/#report-exporter)

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

We’re adding more usecases, triggers and actions - check back soon!

About Expensify

Expensify is an intuitive expense tracking app that streamlines preaccounting with features like receipt scanning and mileage tracking.

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Expensify
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Expensify

Integrates With

We’re adding more usecases, triggers and actions - check back soon!

Frequently asked questions

How to set up Expensify integration in Ayudo?

To begin, log into Ayudo, select Expensify, and follow the prompts to authenticate using your API key or credentials. Create workflows by choosing triggers and actions for seamless automation.

Required permissions or API keys?

You'll need your Expensify API key, accessible in your Expensify account settings. Ensure you have permission to access the API for integration.

Combining Expensify with other apps?

Integrate Expensify with QuickBooks for accounting, Slack for notifications, or Google Sheets for data analysis. Create multi-step workflows to automate tasks across apps.

Common use cases?

Automatically log receipts in QuickBooks, notify teams via Slack of approvals, track mileage in Google Sheets, and sync expense data with CRM systems.

Ayudo's pricing benefits?

Ayudo offers flexible, usage-based pricing, allowing you to pay only for what you use, as opposed to traditional per-seat models, maximizing cost efficiency.

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