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.
- Expense Management
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.
- Enter the Expensify integration name, followed by Partner User ID and Partner User Secret.
- Click Integrate.
Updated 25 days ago