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Expensify Expensify

Drive Expensify from Triform. Create automations that handle expenses and keep your accounting systems in sync.

  • Automate core workflows with AI logic.
  • Connect Expensify to your entire software stack.
  • Eliminate manual data entry and context switching.
Talk to an automation expert See example workflows
Build AutomationSync DataAlert TeamGenerate ReportClean DataOnboard User Build AutomationSync DataAlert TeamGenerate ReportClean DataOnboard User

What Triform can do with Expensify

Triform agents can read and write any field your API access allows, meaning you can move from "manual updates" to "codified workflows" that always run the same way.

Automation

  • Trigger actions based on Expensify events.
  • Sync data to/from other tools.
  • Generate reports and alerts.

Management

  • Organize and tag records automatically.
  • Clean up inconsistent data.
  • Route items to the right owners.

Visibility

  • Monitor key metrics in real-time.
  • Send digests to Slack or Teams.
  • Detect anomalies and outliers.

What Triform can do with Expensify

Real-world examples of how teams use Triform + Expensify

Workflow 1

Sync to Slack

Trigger New Event in Expensify
Steps
  • Detect new event in Expensify.
  • Format a rich message with key details.
  • Post to the relevant Slack channel.
  • Allow users to take action from Slack.
Related
Slack
Workflow 2

Data Enrichment

Trigger Record Created
Steps
  • Fetch additional data from external APIs.
  • Update the record in Expensify.
  • Log the enrichment activity.
Related
HubSpot
Workflow 3

Report Generation

Trigger Weekly Schedule
Steps
  • Query data from Expensify.
  • Summarize trends using AI.
  • Email the report to stakeholders.
Related
Report Generation

How Triform connects

1

Connect Expensify

Connect your Expensify account using your API Key or Access Token.

2

Configure Agents

Define the triggers and actions for your agents.

3

Deploy

Run your agents in production.

Who uses Triform with Expensify

Perfect for teams who want to get more out of Expensify.

Roles

Operations Managers Developers Product Managers

Teams

Engineering Product Operations

Why Triform for Expensify?

Flexible Automation

Build workflows that match your exact business logic.

Developer Friendly

Extend capabilities with Python when needed.

Reliable

Enterprise-grade infrastructure for your critical automations.

FAQ

Do I need an API key?

Yes, you will typically need an API Key or Access Token from Expensify to connect.

Is it secure?

Yes, Triform encrypts all credentials and follows best security practices.

Can I customize the logic?

Absolutely. Triform allows for full customization of your automation logic.

Tell us what you want to automate

Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.

Talk to an automation expert