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Your No-code and AI Automation PartnerAutomate Expense Tracking with Expensify
Cut down on paperwork with automated workflows that capture receipt data and log expenses in real-time, reducing errors and speeding up the reimbursement process.
When a New Email Received
1. New Receipt Email Trigger
Triggers when a new email with receipts is received.
Extract Data
2. Receipt Data Extraction
Extract vendor name, date, and amount from email.
Create Expense
3. Create Expense Entry
Log expense in QuickBooks with extracted data.
Assign Category
4. Categorize Expense
Assign expense category using lookup table.
Notify via Slack
5. Expense Notification
Send notification with expense details to the team.
Append Expense Details
6. Update Expense Log
Add expense details to Google Sheet for review.
- Repeat -
Automation Benefits
Benefits of Automation
Transform your expense tracking with seamless automation benefits.
Streamlined Workflow
Integrate various apps to create a smooth expense management process.
Time Saver
Reduce time spent on manual data entry and approvals.
Accurate Expense Reporting
Automatic data extraction ensures accurate financial reports.
Improved Communication
Facilitate better communication among finance teams through automated notifications.
Cost Efficiency
Optimize expense management costs with automation.
Enhanced Compliance
Ensure compliance with accounting standards through accurate data entry.
Features
Key Features
Discover the benefits of automating your expense tracking process.
- 1Real-Time Expense Logging
Automatically log expenses into QuickBooks as soon as receipts are received.
- 2Error Reduction
Reduce manual entry errors with automated data extraction from receipts.
- 3Streamlined Notifications
Keep your team informed with automatic Slack alerts whenever an expense is logged.
Outcomes
Expected Outcomes
Implementing this automation will significantly enhance your expense management and reporting.
70%
Reduction in Processing Time
95%
Increased Accuracy
3X
Enhanced Efficiency
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FAQ
FAQs about Expense Automation
Address common queries and concerns about automating expense tracking.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.