Expensify
Expensify is an accounting system that is designed to manage expenses and transactions using real-time data processing. It automatically integrates the application with financial institutions and credit cards processors to avoid manual data entry.
Expensify is a valuable source because it uses different ratios, including debt-to-income ratios, to maintain a healthy balance.
Integration details
Integration Categories
- Expense Management
Authentication mechanism
- API
Discovery Capabilities
Available entities | Entity description | Expensify resource |
|---|---|---|
New services | Service discovery is the process of automatically identifying services and applications. All discovered services are added to SMP automatically. | |
Cost | Cost discovery is the process to identify every spending on all costs. All discovered costs on the services are added to SMP automatically. |
Set up Expensify
Get API Credentials
- Login to Expensify ( https://www.expensify.com/signin )
- Go to https://www.expensify.com/tools/integrations/
- Copy the partnerUserID and partnerUserSecret. Remember these values, as these values will be needed to integrate Expensify with LeanIX SMP.
Integrate Expensify in LeanIX SMP
- Log into LeanIX SMP and navigate to Expensify settings (https://us-si.leanix.net/#/account/connectors/Expensify or https://eu-si.leanix.net/#/account/connectors/Expensify)
- Fill out the form with appropriate credentials from the Get API Credentials section point 3:
- partnerUserID for Partner User ID
- partnerUserSecret for Partner User Secret
- Click Connect
Updated 4 months ago