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Expensify
v1.0.3
17 actions · 1 auth method

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Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See Organizations & Projects.
2

Configure the Connector

Enable the connector and set up a Connector Profile in your project. See Setup Connector Profile.

Connector Profile · Partner User ID and Secret

Uses a Partner User ID and Partner User Secret pair generated from the Expensify Integrations page. No app registration…
3

Link an Account

Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:

Link Account · Partner User ID and Secret

4

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.

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Actions

17 actions
Action
Description
List Policies
Retrieve all Expensify policies (workspaces) accessible to the authenticated user, including policy details, roles, and…
Get Policy
Retrieve detailed policy configuration for one or more policies, including expense categories, tags, custom report field…
Create Policy
Provision a new Expensify expense policy (workspace) with specified name and plan type for organizing expense management…
Update Policy Category
Add, update, or replace expense categories on a policy with configurable merge or replace strategy for granular category…
Replace Policy Tags
DESTRUCTIVE FULL REPLACE — overwrites the entire tag level on an Expensify policy with only the tags provided. Existing…
Update Policy Report Field
Add or update custom report field definitions on a policy for structured expense report data collection
Export Reports
Generate a CSV/file export of expense reports for accounting integration, audit, and financial reporting. Returns a file…
Download Report
Retrieve CSV file content for previously generated expense report or reconciliation exports to complete data extraction…
Create Report
Create an expense report with an initial expense transaction and submit it for approval. employeeEmail is optional in sc…
Update Report Status
Mark reports that are ALREADY in Approved state as Reimbursed, for automated reimbursement workflow completion and accou…
Create Expense
Programmatically create individual expense transactions in user accounts for automated expense importing from external s…
Create Expense Rule
Automate expense classification by creating rules that automatically apply tags to employee expenses based on policy con…
Update Expense Rule
Update an existing expense rule for a given employee on a policy to modify automatic tag or billable settings
Export Card Reconciliation
Generate comprehensive corporate card reconciliation reports for specified date ranges to compare card transactions with…
Update Employee
Add a new employee to an Expensify policy OR update an existing one (upsert), via the Advanced Employee Updater — sets a…
List Domain Cards
Retrieve comprehensive inventory of corporate cards configured at domain level with transaction import status and cardho…
Update Tag Approver
Configure tag-based approval routing to automatically route expenses with specific tags to designated approvers for depa…