Expensify integration + automation

Expensify integrations couldn’t be easier with the Tray Platform’s robust Expensify connector, which connects any services without the need for separate integration tools.

Popular Expensify integrations

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Expensify and Salesforce

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Expensify and DocuSign

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Expensify and SAP ERP

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Expensify and ServiceNow

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Expensify and HelloSign

Business professionals that want to integrate Expensify with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

Uses

Finance and Accounting

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Expensify

Fast + easy Expensify integrations

Build your own custom Expensify integrations faster and easier than ever before on the low-code Tray Platform. Our easy-to-use, drag-and-drop interface empowers anyone to create API integrations with any other data source across your tech stack. Take full control of your Expensify data and seamlessly manage expense reports on the Tray Platform.

We make it easy to integrate Expensify with any of your go-to software tools. Our 100% visual, user-friendly interface lets business users stand up integrations in minutes—without relying on IT support. We can flow data across Expensify, flat files (such as CSVs), FTP, webhooks, and any cloud-based tool, even using data within custom fields.

Expensify users can go beyond integrations and build powerful, multi-step automation. Turn your time-consuming, manual expense report approvals into high-impact workflows. The Tray Platform lets you bi-directionally sync expense data across your tech stack while massively boosting team productivity and efficiency.

Automate your expense management

With the Expensify connector for the Tray Platform, you can spend less time manually filing expense reports and more time on strategic financial work. The Tray Platform gives any business user the flexibility to integrate Expensify with all of their favorite tools, including ERPs, accounting software, HCM, event management systems, and more.

Whether you work in finance, operations, HR, IT, or another team across the organization, you can connect to Expensify at the API level without technical experience. Our library of pre-built connectors, data helpers, and logical operators enable you to configure your automated processes exactly the way you need. Expense management has never been easier with the flexibility to trigger any operation or sync any data.

Finance and operations departments can supercharge their expense management processes and enhance team efficiency with Expensify automation. Build workflows that centralize employee expense reports and streamline the approvals process with alerts. Or, you can sync invoices with your ERP system to account for expenses in real-time. There’s no limit to what you can achieve with expense management integration + automation.

Heavy-duty Expensify use cases

Business users love using the Tray Platform to stand up mission-critical integrations and automated workflows to meet their needs. Yet power users also rely on our platform to architect massive, heavy-duty data projects that process billions of records every day. We built our platform on elastic, serverless architecture so your workflows can scale as your data needs evolve.

Need to submit, review, and approve expenses without even entering the Expensify app? Need to tightly integrate Expensify with your ERP and accounting software to get a real-time look into the cost of a recent HR event? We can connect with any data source, including popular tools such as Quickbooks, Sage Intacct, Gusto, and Xero. Experience Expensify automation without limits on the Tray Platform.

IT and security experts from leading firms trust the Tray Platform to handle even their most sensitive data. We’re SOC 2 Type 2-certified and compliant with key data privacy regulations, including GDPR, CCPA, and HIPAA.