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Supported Features

Cost Aggregation
This service is used for retrieving cost (expense) data only. Account information is not retrieved.

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Prerequisites

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How to Log In to Expensify

On the Expensify login page, select your preferred login method and log in. Expensify login screen

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How to Obtain the Client ID and Client Secret

  1. After logging in to Expensify, go to Integration Server Access via the link below. Click Check here to regenerate your partnerUserSecret. https://www.expensify.com/tools/integrations/ Integration Server Access screen
  2. A partnerUserSecret will be generated as shown below. The partnerUserID is the client ID and partnerUserSecret is the client secret — save both.
    The partnerUserSecret cannot be displayed again, so please take note of it carefully.
    partnerUserSecret screen

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Integration Setup

  1. In the integration screen, search for Expensify.
  2. Enter any workspace name (such as your company name) and the client ID and client secret obtained in the previous steps. Then click Connect. Expensify integration settings screen
  3. Once the Expensify integration is successful, the registered user information will appear in the account list. If the process does not complete successfully. Click Edit from the Status tab on the integration screen and try connecting again. If the issue persists, please contact us via chat.
Last modified on July 22, 2026