In-ProgressCross-verticalAutomate Expensify with Caddi AI Agents
Built for professional services teams.
Yes, Caddi integrates with Expensify. It runs 5 supported actions in Expensify, including report approved, create expense, and create report, and connects it to Quickbooks, Xero, and Zoho Books. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
The differenceMost Expensify integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Expensify and every tool it touches, including the screens with no API.
Supported actions5
- New expense reportTriggers when an expense report is submitted.
- Report approvedTriggers when a report is approved for reimbursement.
- Create expenseAdd an expense with amount, category, and receipt.
- Create reportOpen a new expense report for an employee.
- Submit reportSubmit an expense report for approval.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
How to automate Expensify
Connect Expensify to Caddi
Allow1Sign in to Expensify
One click with your own Expensify login. No API keys.
Automate expense report to accounting in Expensify.
ScreenshareType it2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi does with Expensify
Why teams automate Expensify
Expensify handles the receipt — Caddi AI Agents handle the work around it.
Expense workflows die on follow-up: missing reports, unapproved items, mismatched coding. Caddi runs the loops so finance teams stop chasing.
Loops Caddi runs against Expensify
Expense report to accounting
Recommended patternCaddi pulls approved Expensify reports, applies the firm's coding rules, and posts them to QuickBooks or Xero with the right matter/client.
Missing-report chase
Recommended patternCaddi identifies team members with outstanding expense reports and sends the firm's standard reminder on a cadence.
Receipt categorization audit
Recommended pattern- Expensify
Microsoft Excel
Caddi reviews submitted Expensify line items and flags coding anomalies for finance team review.
Where professional services teams use it
Inbound triage
Watch Expensify for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.
Cross-tool data sync
Keep Expensify in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Expensify alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Expensify update by email, Slack, or Teams, and capture approvals back into the originating record.
Questions about automating Expensify
Does Caddi have a real Expensify integration?
Yes. Caddi runs verified code against Expensify's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Expensify is reviewed before it runs in production.
Do I need engineering help to automate Expensify with Caddi?
No. You demonstrate the workflow, clicking through Expensify the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Expensify data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Expensify, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Expensify to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Expensify, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
How do I find what to automate in Expensify?
Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.
Ready to automate Expensify?
Drop your work email and we'll show you Caddi running end-to-end against Expensify and the rest of your stack.