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Expensify integration

Export your Expensify expense reports for any date range, read workspace categories, tags and members, and create expenses. It never reimburses or pays anything.

Accounting and finance0 triggers · 5 actions
Connect Expensify freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
Every morning, read yesterday's new leads from my form, and for each one “Export Expense Reports” in Expensify.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Actions

Then Calibra can do this for you
  • DO
    Export Expense Reports

    Exports the expenses of the Expensify reports in a date range (up to one year) as a list and a CSV file: report, status, merchant, amount, category, tag, comment and receipt link.

  • DO
    List Workspaces

    Lists the Expensify workspaces (policies) your account belongs to, with your role, the owner and the currency.

  • DO
    Get Workspace Details

    Gets the setup of an Expensify workspace: its categories, tags, report fields, taxes and members.

  • DO
    Create Expense

    Creates an expense in an Expensify account (merchant, date, amount, currency, category, tag…). It doesn't submit, approve or reimburse anything. Expensify must have enabled this feature for your account.

  • DO
    Custom Expensify Request (read-only)

    Runs any Expensify Integration Server "get" job (for example policyList, policy or domainCardList) with your credentials added automatically. Only read jobs are allowed: it can't reimburse, pay or change reports.

Questions

Is the Expensify integration free?

Yes. Expensify is available on every Calibra plan, including the free plan, which needs no card.

How is Expensify usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Expensify without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Expensify for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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