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Automate 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
Solution
1. New Receipt Email Trigger

Triggers when a new email with receipts is received.

Extract Data
Solution
2. Receipt Data Extraction

Extract vendor name, date, and amount from email.

Create Expense
Solution
3. Create Expense Entry

Log expense in QuickBooks with extracted data.

Assign Category
Solution
4. Categorize Expense

Assign expense category using lookup table.

Notify via Slack
Solution
5. Expense Notification

Send notification with expense details to the team.

Append Expense Details
Solution
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.

  • 1
    Real-Time Expense Logging

    Automatically log expenses into QuickBooks as soon as receipts are received.

  • 2
    Error Reduction

    Reduce manual entry errors with automated data extraction from receipts.

  • 3
    Streamlined Notifications

    Keep your team informed with automatic Slack alerts whenever an expense is logged.

Feature

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.

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Pricing Plans

Our pricing plans

Choose a plan that is 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

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