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 | Product | Entity description | Expensify resource |
|---|---|---|---|
| New services | EAM, SMP | Service discovery is the process of automatically identifying services and applications. All discovered services are added to LeanIX automatically. | Expense Report |
| Cost | SMP | Cost discovery is the process to identify every spending on all costs. All discovered costs on the services are added to LeanIX SMP automatically. | Expense Report |
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.
Integrate Expensify in LeanIX
- Log into LeanIX
- In LeanIX EAM: Navigate to Administration > SaaS Discovery > Integrations, find Expensify and click Add integration.
In LeanIX SMP: Navigate to Settings > Discover Integrations, find Expensify and click Add. - Enter the Expensify integration name, followed by Partner User ID and Partner User Secret.
- Click Integrate.
Updated 2 months ago