We integrate Expensify with your ERP, HR, payroll, and card programs—NetSuite, Workday, ADP, Snowflake, and Amex or Brex feeds—so expense reports flow cleanly across systems without delays or duplicative entries. Using Expensify APIs, policy-based exports, and middleware like Workato, we automate expense categorization, GL coding, and employee syncs to eliminate end-of-month chaos and ensure audit-readiness across every expense line.

We configure Expensify policies to match your spend controls and approval hierarchy—from custom categories and mileage logic to per diem rules, receipt thresholds, and auto-approval conditions. We implement multi-level approval chains, auto-reconciliation for corporate card transactions, and rules-based routing that reflects your actual operations—whether you’re managing 10 users or 10,000 across global entities.

If your Expensify instance is misaligned—duplicate categories, inconsistent tags, disconnected card feeds—we perform a full cleanup. We reconcile card programs, clean up chart of accounts mappings, remove conflicting policies, and establish direct ERP syncs that reflect real GL structure. No more mystery charges or spreadsheet audits—just clean data, clean books, and faster close.

We deliver SOPs and user guides for admins, employees, approvers, and accountants—covering everything from policy rules and mobile workflows to monthly close reconciliation procedures. Your finance team will know where every dollar is, and your employees will know exactly what’s reimbursable, when, and how fast they’ll be paid.

Whether you’re implementing Expensify for the first time, migrating from Concur or manual spreadsheets, or rolling out globally, we manage the full engagement—change management, ERP integration, card feed setup, data cleanup, UAT, and go-live planning. We keep stakeholders aligned and deliver a spend management system that doesn’t just run—it scales.

We tie Expensify directly into your close process. From GL coding and subsidiary tracking to accrual logic and cash flow forecasting, we build workflows that support real-time finance operations. We also connect Expensify to your reconciliation stack (e.g., BlackLine, FloQast, NetSuite ARM) so expense data lands in the right place, at the right time—every time.