Expensify’s receipt integrations allow merchants to automatically send receipts directly to a member’s Expensify account. When a merchant emails a receipt to a member and Cc’s receipts@expensify.com, Expensify creates a transaction in the account of the email recipient.

You can integrate receipts using Expensify’s pre-built integrations or by setting up a custom receipt integration.

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Use a Pre-Built Travel Integration

Expensify offers pre-built integrations with Bolt Work, SpotHero, Grab, and KAYAK for Business to automate travel receipt imports.

Bolt Work

1. Open the Bolt app and tap the menu icon in the top left.
2. Tap Work trips > Create profile.
3. Enter the email associated with Expensify, then tap Next.
4. Enter your company details and tap Next.
5. Select a payment method or tap Add Payment Method to add a new one. Then tap Next.
6. Tap Done.
7. Tap Add expense provider > Expensify.
8. Tap Verify.
9. Return to Work trips from the menu.
10. Tap Add expense provider and select Expensify again.

Important: When booking a trip with Bolt Work, select your work trip profile as the payment method. This ensures the receipt is automatically sent to Expensify.

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SpotHero

1. Open the SpotHero app and tap the menu icon in the top left.
2. Tap Account Settings > Set up Business Profile.
3. Tap Create Business Profile.
4. Enter the email associated with Expensify and tap Next.
5. Tap Add a Payment Method, enter payment details, and tap Next.
6. Select Expensify.

Tip: When reserving parking, select your business profile in the Payment Details section. You can also schedule weekly or monthly batch expense submissions in Business Profile settings.

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Grab

1. Open the Grab app and tap your profile picture in the top left.
2. Tap your user icon at the top of the settings menu.
3. Tap Add a business profile.
4. Tap Next twice, then Let’s Get Started.
5. Enter your Expensify email and tap the next arrow.
6. Check your email for a Grab verification code.
7. Go to Manage My Business Profile.
8. Under Preferences, tap Expense Solution.
9. Select Expensify, then tap Save.

Note: When booking a trip, select business instead of personal to ensure the receipt is sent to Expensify.

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KAYAK for Business

Admin Setup

This must be completed by a KAYAK for Business admin:

1. Go to the KAYAK for Business homepage.
2. Click Company Settings.
3. Click Connect to Expensify.

Now, all bookings made by employees will automatically sync with Expensify.

Traveler Setup

1. On the KAYAK for Business homepage, go to Profile Account Settings.
2. Enable the Expensify toggle to automatically send expenses to Expensify. You can also opt for manual submission.

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Build Your Own Receipt Integration

1. Email receiptintegration@expensify.com with the following details:
   • Subject: “Receipt Integration Request”
   • Body: A list of email addresses from which the merchant sends receipts.
2. Within two weeks, you’ll receive confirmation that the email addresses are whitelisted.
3. Once confirmed, Cc receipts@expensify.com when sending receipt emails to members.
4. Test the integration:
   • Send a receipt email to your Expensify email and Cc receipts@expensify.com.
   • Wait for SmartScan to process it.
   • Check that the merchant, date, and amount are correctly added to the transaction.

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Using the Integration

When emailing a receipt:

• Attach the receipt as the only attachment (unless it’s an .ics file).
• Include only one email address in the To field.
• Cc only receipts@expensify.com.
• Hotel and car rental reservations cannot be sent as expenses because payment occurs at checkout.
• Use standardized currency codes (ISO 4217) where applicable.

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FAQ

Why don’t I see the “Send to Expensify” option in Trainline?

This may occur if the native iOS Mail app is not installed. You can still use the Share to Expensify function in iOS for Trainline receipts.

Why does it take two weeks to set up a custom integration?

Receipt integrations require manual setup by Expensify engineers, which takes up to two weeks.

Can I connect via API instead of email?

No, Expensify does not currently offer API-based receipt integrations. All integrations must be set up via email.

What is Expensify’s Open API used for?

Expensify’s Open API is designed for exporting data to external accounting systems. Receipt imports must be done via email integration.

Can Expensify split one email into multiple receipts?

No, but after SmartScan processes the receipt, you can split the expense manually.

Can we set up a co-marketing partnership with Expensify?

No, Expensify does not offer co-marketing partnerships at this time.

Can we promote our custom Expensify integration?

Yes! You can promote your integration on your website and social media (tag @Expensify and use the #Expensify hashtag). Consider adding:

• A brief overview of how the integration works.
• Key benefits of using it.
• A setup guide.
• Contact details for integration support.

How can I get help?

For support, contact Concierge by clicking the green chat icon in the mobile or web app, or email concierge@expensify.com. Our global team is ready to assist you.