Expensify integrates seamlessly with Sage Intacct to deliver a powerful expense management solution that streamlines financial workflows from receipt to reconciliation. This connection eliminates manual data entry by automatically syncing expense reports, categories, vendors, and all native dimensions in realtime, ensuring accurate and up-to-date financial data across platforms. Expensify also supports native tax tracking, ACH direct deposit, and global reimbursement, making it easy to manage compliance and pay employees anywhere in the world. With intelligent automation—like one-click receipt scanning, realtime policy enforcement, and automatic reimbursement—paired with Sage Intacct’s robust accounting capabilities, finance teams gain greater visibility, control, and efficiency. It’s the perfect duo to save time, reduce errors, and close the books faster.

Key Benefits:

Features of the Expensify Sage Intacct API integration
Customized to your company's needs, the Expensify + Sage Intacct integration delivers advanced features that elevate your expense management processes, maximizing operational efficiency while reducing risk.

Integration Features

Sage Intacct Dimensions Sync
Seamlessly integrate Sage Intacct’s core dimensions (expense types, departments, classes, locations, projects) and User Defined Dimensions for a customized setup.

Realtime Expense Reporting
Ensure employee expenses are coded correctly and submitted promptly, giving finance teams better visibility and control over company spend.

Corporate Card Management
Easily monitor corporate card usage, streamline non-reimbursable expense tracking, and gain instant insights into spending trends.

Next-Day ACH Reimbursements
Once reports are approved, employees are reimbursed the very next day. All data — including payments — syncs automatically with Sage Intacct.
 

Integration Benefits

Seamless Synchronization
Automatically sync reports, expenses, and reimbursements with Sage Intacct for efficient back-office operations.

Accurate Expense Categorization
Expenses are auto-coded to match your Sage Intacct configuration, ensuring precision across every transaction.

Realtime Financial Insights
Automatic data syncing provides up-to-date information for faster, smarter financial decisions.

Global Tax Compliance
Our Sage Intacct integration now supports native VAT and GST tax! We fully support VAT/GST for the direct Sage Intacct integration. This is designed for non-US companies as well as US companies with subsidiaries abroad.

Core Expensify Features

• Built-in Chat – Collaborate in realtime on reports, invoices, and approvals.
   
• SmartScan Receipts – Snap a photo and we’ll extract all the details.
   
• Distance Tracking – Log mileage automatically on a dynamic map.
   
• Travel Booking – Book flights, hotels, and cars directly in the app.
   
• Manual Expense Entry – No receipt? Just type in the amount.
   
• Auto-Categorization – Code once, and Expensify learns for next time.
   
• Realtime Submissions – Expenses can auto-submit or follow a custom schedule.
   
• Custom Approval Workflows – Route expenses to one or more approvers.
   
• Expense Chat – Ask questions and approve expenses in one place.
   
• Fast Reimbursements – Pay employees anywhere in the world.
   
• Expensify Card – Earn cash back and save on your Expensify bill.
   
• Corporate Card Import – Use the Expensify Card or bring your own.
   
• Trip Rooms – Keep all trip-related expenses organized in one chat.
   
• Enterprise-Grade Security – 2FA, PCI-DSS Level 1, SOC 1 & SOC 2 Type II certified.
   
• Integrations – Connect with Uber, Lyft, Delta, ADP, Gusto, Workday, and more.

The Expensify Visa® Commercial Card is issued by The Bancorp Bank, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may not be accepted by all merchants.

 

Requirements:

Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID.

Price:
$9/month per active user. Try us out with a free 42-day trial.

Integration Approved Countries:
United Kingdom; United States