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Expensify

SaaS Management integrates directly with Expensify to uncover your company's software expenses. With this integration, you'll receive insights into your SaaS spend and discover personal and corporate expenses.

Integrating with Expensify

You must be a policy admin to authenticate your Expensify account.

To connect to Expensify

  1. Go to https://www.expensify.com/tools/integrations/ to find your Partner User ID and Partner Secret.

    Note

    If you've previously generated a Partner Secret, use that Partner Secret for the SaaS Management integration.

  2. Go to SaaS Management.

  3. From the navigation menu, select Integrations.
  4. Select the Expensify tile.
  5. Select Add Integration.
  6. In the new window, enter your Partner User ID and Partner User Secret.
  7. After you've entered your credentials, select Submit.

It can take up to 24 hours for your SaaS spend to sync. You'll receive an email once your data is live in the dashboard.