An AI Agent For Expensify That Gets Expense Reports Filed
Everyone forgets a receipt, and someone has to nag. Your agent does the nagging in Expensify and prepares the reports so your team only has to check and submit.
From $10/month 30 days free No credit card
What Your Agent Does In Expensify
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Chases Missing Receipts
It spots card charges with no receipt, messages the person who made them and lists who still owes one before the report cycle closes.
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Builds Draft Reports
Tell it about the Chicago sales trip and it groups the flights, hotel and meals into one draft report with sensible categories.
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Flags Policy Problems
It points out an expense over the meal limit or a duplicate charge, and writes a short note to the submitter asking what happened.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Expensify for you, with your own login, and reports back in the thread.
- Who still has charges without a receipt from last month?
- Put the Chicago trip expenses into one report for Dana.
- Flag anything this week that looks like a duplicate.
Use Expensify With Octopus Prime
- Open Settings › Connections, choose Expensify and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Expensify for you without ever seeing your password.
- Choose which agents can use Expensify: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Expensify And Your Agents
Can the agent approve reports?
It can review them and recommend, but approving and reimbursing can be set to wait for a person every time.
Does it message my employees?
Only through the channels you allow. Reminders can be drafted for you to approve before anything goes out.
Does my agent see my Expensify password?
No. Your Expensify login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Expensify, at any time in Settings.
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Put An Agent To Work In Expensify. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Expensify is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
