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

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Integration Categories

• Expense Management

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Authentication mechanism

• API

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 EAM: Navigate to Administration > SaaS Discovery > Integrations, find Expensify and click Add integration.
3. Enter the Expensify integration name, followed by Partner User ID and Partner User Secret.

4. Click Integrate.