Expensify Integration

Expensify Integration

Are you looking for an Expensify integration solution to automatically create expense reports and journal entries in your ERP or accounting system when an expenses workflow has been completed in the Expensify expense management software? Or are you looking to streamline employee expenses workflow processes by removing repetitive data entry and human errors?

Codeless Platforms' Expensify integration solution enables organisations using Expensify expense management software to integrate this powerful system with on-premises or cloud-based ERP / accounting systems using drag and drop, point and click technology. Our Expensify connector is simply installed alongside BPA Platform which can connect to most data sources via ODBC, OLEDB, Web Services or an extensive range of supported 3rd party APIs through connectors.

BPA Platform is an iPaaS solution that enables cloud-based, on-premises systems and cloud-to-cloud applications to talk to each other to enable seamless system integration and business process automation capability.

Expensify Integration Brochure

Discover how integrating Expensify with accounting and ERP systems will help increase visibility into company expenditure.

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Expensify Integration Features and Benefits

Expensify Connector Features:

Codeless Platforms’ Expensify integration solution automates the creation of expense invoices in your ERP system so that you can streamline expenses workflow processes and reduce employee workload.

• Expensify ERP integration, e.g. SYSPRO, SAP Business One, Sage 200, Sage 300, Sage 1000, Sage X3, Sage Intacct, Microsoft Dynamics Business Central, Microsoft Dynamics NAV, Epicor Kinetic, Exact Online, Access Dimensions etc.
• Approve expense reports in Expensify and see these entered into your ERP system as GL journal entries within minutes; one journal entry per expense report
• One journal detail for each expense on the report, each debiting the amount to be reimbursed from the appropriate GL account, as determined by the configuration of Expensify and of the BPA Platform integration
• Expense reports and attached receipts downloaded as PDF documents and saved to your server
• One additional journal detail (without GL analysis) crediting the balance of the report to a clearing account, for subsequent payment (payment not automated by BPA Platform)
• GL analysis entered for each journal detail, based on the ‘tags’ assigned to each expense by the Expensify user, as determined by the configuration of Expensify and of the BPA Platform integration
• Optionally automate posting of journal entry to permanent ledger after data entry
• Set ‘Reimbursed’ flag visible to the Expensify user on their expense report after their approved claim has been entered into your ERP system, for peace of mind
• Extensible solution template; easy to add custom report fields from Expensify as additional field mappings to your ERP system; many other customisations and extensions possible

This video shows an integration between Expensify and SYSPRO, many other system integrations are available

Expensify Connector Benefits

Common commercial benefits that you can achieve through Expensify integration with BPA Platform include:

• Remove repetitive data entry and human errors
• Increase visibility into company expenditure
• Streamline employee expense workflows
• Reduce operational costs
• Improve efficiency and profits