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Expensify
Expensify
17 actions · 1 auth method
Preview

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Authentication

Partner User ID and Secret

Uses a Partner User ID and Partner User Secret pair generated from the Expensify Integrations page. No app registration…Guides: Connector Profile, Link Account
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 CSV export of approved expense reports with transaction details for accounting integration, audit compliance, a…
Download Report
Retrieve CSV file content for previously generated expense report or reconciliation exports to complete data extraction…
Create Report
Programmatically create expense reports with initial expense transactions in user accounts for automated expense submiss…
Update Report Status
Update expense report status to mark approved reports as reimbursed for automated reimbursement workflow completion and…
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
Update an existing employee’s record in an Expensify policy — sets approval hierarchy, role, external ID, and other fiel…
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…

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Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See the Projects Guide.
2

Configure the Connector

Enable the connector and set up a connector profile in your project. See Managing Connectors.
https://stackone-logos.com/api/expensify/filled/png

Connector Profile

Expensify - Partner User ID and Secret
3

Link an Account

Connect an account using StackOne Hub or Auth Link.
https://stackone-logos.com/api/expensify/filled/png

Link Account

Expensify - Partner User ID and Secret
4

Use Actions

Invoke actions using one of the methods below: