Expensify integration
From unlimited receipt scanning and mileage tracking to next-day reimbursement, automate your preaccounting system with an easy to use expense tracking app.
What your agents can do with Expensify
2 pre-built Expensify tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (2)
Export Report To PDF
Export a report to PDF.
Create Expense
Creates a new expense.
Set up Expensify in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Expensify account
In Relevance AI, open Integrations and add Expensify, then paste your API key. You will find it in your Expensify account settings.
Use Expensify in an agent
Create a tool, add a Expensify tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Expensify to work in your agents
Connect Expensify alongside 1,800+ other integrations and let your agents run the busywork.