Tell your agent what you need in a message or voice note. It can work in Expensify for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Expensify agent, follow up on our discussion and make the updates.
Expensify agent
Done. It’s all in Expensify.
Automate Workflows with Expensify
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Expensify.
Your agent, your control
Choose what your agent can access and how it can act in Expensify. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Expensify AI Agent Do?
Find financial records
Search Expensify for supported invoices, bills, expenses, customers, vendors, and accounts.
Create finance records
Create supported invoices, bills, expenses, payments, or accounting tasks in Expensify.
Update accounting data
Change supported amounts, categories, statuses, due dates, and record details in Expensify.
Flag finance work that needs attention
Check Expensify for overdue, unreconciled, rejected, or exceptional records.
Summarize financial activity
Bring supported balances, transactions, cash activity, and open items from Expensify into the chat.
Monitor recurring finance work
Run regular checks and coordinate close, payment, or reconciliation work in Expensify.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
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