Expensify integration + automation

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.

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.