Expensify

Professional Services , Bills + Expenses , Xero HQ , Not for profit , Accounting

The only AICPA recommended solution for receipt tracking, expense reporting, mileage tracking, and company card reconciliation

The only AICPA recommended solution for receipt tracking, expense reporting, mileage tracking, and company card reconciliation

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About Expensify

Go paperless with Expensify and Xero for all your receipt and expense management needs. With Expensify, it's faster than ever to review expenses, reimburse employees, and close your books each month.

With the highest OCR accuracy in the industry, Expensify’s trademarked SmartScan technology allows users to capture receipts easily on-the-go. The corporate card reconciliation feature eliminates the need for accountants to reconcile company cards at the end of the month. The direct Xero integration cuts down hours of manual data entry, and the rapid reimbursement feature lets accountants reimburse their clients next day, free of charge.

Expensify was designed for anyone who has receipts, and is the perfect expense management platform for small and medium-sized businesses in any industry. Accountants and bookkeepers can join the ExpensifyApproved! Partner Program for discounts and training to set up their clients on Expensify, or any company can sign up directly at use.expensify.com.

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Expensify + Xero

The Expensify Xero integration is a dynamic, two-way sync that connects to your selected Xero organization(s). The integration pulls in the corresponding chart of accounts, tax rates, and tracking categories required for categorizing your expenses. Auto-sync pushes your finished reports back into Xero without you needing to lift a finger!

Getting started

Want to learn more about the Xero Expensify Integration? Head over to use.expensify.com/xero.

Already an Expensify user? Great! Check out how to connect your company policy in Expensify to Xero, here. (Hyperlink 'here' to: https://docs.expensify.com/xero/xero-setup/xero-connect-your-policy)

Explore how to setup Expensify

Expensify + Xero HQ

The combination of Xero HQ and Expensify automates the back-end work for accountants and bookkeepers, allowing more time to provide superior client services. Outstanding tasks, such as expense reports awaiting approval, will appear in the Xero HQ dashboard and can be resolved in just one click.

Getting started

To connect Expensify to Xero HQ:

1.  In Expensify, navigate to Account Settings > Connections.

2.  Select Connect to Xero HQ.

3.  Log in to Xero HQ, select your practice, then click Allow Access.

Summary


Developer

Expensify

Added on

09/04/2014

Integration details


Xero

Countries

Hong Kong, Malaysia, Philippines, Global, Australia, United States, Canada, South Africa, New Zealand, Singapore, United Kingdom

Languages

English

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