Expensify Expense Report to Accounting
Built for Law Firm Billing Teams.
Pull approved Expensify reports, apply the firm's coding rules, and post them to QuickBooks or Xero with the right matter or client, reducing manual posting for finance teams.
The manual work this replaces
Finance staff export approved Expensify reports each week and re-key the entries into QuickBooks or Xero, applying matter and client codes by hand.
How the automation runs
This process posts an approved Expensify report to accounting. It receives the approved report from Expensify, applies the firm's expense-category and matter-coding rules to each line, validates the totals against the original report, posts the entries to QuickBooks or Xero with the right customer and class coding, and writes the accounting reference back to the Expensify report.
What changes after Caddi
Posts approved Expensify reports straight to accounting with the right matter and client codes, without manual re-keying.
Want Expensify Expense Report to Accounting automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.