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 entitiesProductEntity descriptionExpensify resource
New servicesEAM, SMPService discovery is the process of automatically identifying services and applications. All discovered services are added to LeanIX automatically.Expense Report
CostSMPCost 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

  1. Login to Expensify ( https://www.expensify.com/signin )
  2. Go to https://www.expensify.com/tools/integrations/
  3. Copy the partnerUserID and partnerUserSecret. Remember these values, as these values will be needed to integrate Expensify with LeanIX.

Integrate Expensify in LeanIX

  1. Log into LeanIX
  2. In LeanIX SMP: Navigate to Settings > Discover Integrations, find Expensify and click Add.
  3. Enter the Expensify integration name, followed by Partner User ID and Partner User Secret.

  1. Click Integrate.