Expensify for Sales CRM App

About Expensify

Expensify is a software company that develops an expense management system for personal and business use. Its product, available on the web or as a mobile application, allows users to upload receipts, request reimbursement for expenses, generate receipts from online sales and automatically create expense reports, in addition to allowing finance teams to approve and export reports. Expensify can automatically import expenses directly from your bank and credit card and generate an IRS guaranteed e-Receipt.

Expensify works as a great front end to your current expense report solution as it has seamless integrations with all major enterprise accounting packages. Export properly categorized reports directly to the ledger and keep track of all receipts associated with expenses for tax purposes.

Expensify Integration with Pipeliner CRM

Business professionals that want to integrate Expensify with Pipeliner CRM like that Pipeliner’s native integration give them the power to sync all data, connect deeply, and configure flexible workflows. With Pipeliner, organizations can:

  • Create custom workflows
  • Receive hands-on support for ensured success

See how Pipeliner’s enterprise-scale API integration platform can transform your business. Request a demo today of Expensify integration and automation.

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.