Expensify

Expensify

Automate expense reporting, policy management, and card reconciliation with the Expensify Integration Server API.

Create expense rule

Create an expense rule for an employee on a policy. Use policy IDs from list_policies (policies[].id).

Parameters

Response

{
  "ruleID": 42
}

Create standalone expenses

Create standalone expenses in a user's account. Requires advanced permissions from Expensify. Amounts are accepted in dollars and converted to cents for the API.

Parameters

Response

[
  "T001",
  "T002"
]

Create Expensify policy

Create a new Expensify workspace/policy.

Parameters

Response

{
  "policyID": "NEW123POLICY"
}

Create expense report

Create an expense report with expenses in a user's account. Requires pre-approval from Expensify (contact concierge@expensify.com). Use policy IDs from list_policies (policies[].id) or create_policy (policyID). Amounts are accepted in dollars and converted to cents for the API.

Parameters

Response

{
  "reportID": "R00newreport"
}

Download exported file

Download a file previously generated by export_reports or reconcile_cards. The file_name is returned by those actions.

Parameters

Response

"file-contents-here"

Export expense reports

Export expense reports from Expensify with flexible filters. Returns structured report data with nested expenses. Amounts are in dollars (not cents).

Parameters

Response

[
  {
    "currency": "USD",
    "expenses": [
      {
        "amount": 350.0,
        "category": "Travel",
        "date": "2024-03-15",
        "merchant": "Delta Airlines",
        "transactionID": "T001"
      }
    ],
    "policyName": "Default Policy",
    "reportID": "R00abc123",
    "reportName": "March Travel",
    "status": "Approved",
    "submitter": "user@example.com",
    "total": 450.75
  }
]

Get policy details

Retrieve detailed information about specific policies including categories, tags, report fields, tax, and employees.

Parameters

Response

{
  "ABC123DEF456": {
    "categories": [
      {
        "enabled": true,
        "name": "Travel"
      },
      {
        "enabled": true,
        "name": "Meals"
      }
    ]
  }
}

List domain cards

List all credit cards assigned at the domain level.

Parameters

Response

[
  {
    "name": "Corporate Amex",
    "owner": "finance@example.com"
  }
]

List Expensify policies

List all policies (workspaces) the authenticated user has access to.

Parameters

Response

[
  {
    "id": "ABC123DEF456",
    "name": "Engineering Team",
    "role": "admin",
    "type": "corporate"
  }
]

Reconcile card transactions

Export card transaction data for reconciliation. Requires domain admin access. Amounts are in dollars. Uses default reconciliation template unless custom_template is provided.

Parameters

Response

[
  {
    "cardName": "Corporate Amex",
    "cardOwner": "user@example.com",
    "currency": "USD",
    "originalAmount": 1250.0,
    "originalMerchant": "AWS"
  }
]

Update employees on policy

Provision or de-provision employees on a policy using the Advanced Employee Updater. Use policy IDs from list_policies (policies[].id) or create_policy (policyID). Supports dry_run to preview changes without applying them.

Parameters

Response

{
  "added": 2,
  "removed": 0,
  "updated": 1
}

Update expense rule

Update an existing expense rule. Rule IDs obtainable from create_expense_rules (ruleID).

Parameters

Response

{
  "status": "success"
}

Update Expensify policy

Update categories, tags, and/or report fields on a policy. Policy ID obtainable from list_policies (policies[].id) or create_policy (policyID).

Parameters

Response

{
  "status": "success"
}

Mark reports as reimbursed

Mark reports as reimbursed. Only Approved reports will be updated; others are skipped. Report IDs obtainable from export_reports (reports[].reportID).

Parameters

Response

{
  "reportIDsUpdated": [
    "R00abc123",
    "R00def456"
  ]
}

Update tag approvers

Set approvers for individual tags on a policy. Only supports single-level tag lists. Use policy IDs from list_policies (policies[].id).

Parameters

Response

{
  "status": "success"
}