Expensify AI integration: expense reports that book themselves

Expense reports have a way of being everyone's job and no one's. The team submits in Expensify, a manager approves, and then the reports sit: waiting to be exported, recoded into the right GL accounts, checked against receipts and finally paid out. Employees ping finance about their money, finance pings the ledger, and at month-end someone discovers a stack of approved reports that never made it into the books.

Nance takes over after the approval. Each report is booked into the administration on the correct ledger accounts and cost centers, receipts attached, with duplicates and odd claims pulled out as findings first. Reimbursements are tracked through to the actual payment and matched on the bank. Expensify keeps doing what your team likes about it; the part nobody liked is simply handled.

What Nance automates with Expensify

Expense report booking

Approved Expensify reports are booked into the administration with every line on the right ledger account, the same day they are approved, not at the end of the month.

Receipts into the administration

The receipts your team attached in Expensify travel with the booking, so the documentation lives where your accountant and auditor will actually look for it.

GL and cost center mapping

Expensify categories are mapped to your chart of accounts and cost centers consistently, so the same lunch does not land on a different account each quarter.

Reimbursement tracking

Each reimbursement is followed from approval to the bank line that pays it, matched and closed, so no one has to ask finance whether their money is coming.

Duplicate and anomaly findings

The same receipt submitted twice, an amount that does not match its receipt or a claim outside the usual pattern is surfaced as a finding before it is booked.

Month-end completeness check

Reports still unapproved, unbooked or unpaid show up as a worklist before the close, so expenses stop being the loose end of the reporting cycle.

Connect Expensify to Exact Online, Twinfield, Moneybird & Xero

Most Expensify connectors are data pipes: they copy fields on a schedule and stop there. Nance is the connection and the colleague in one. It reads Expensify, applies your rules and does the actual finance work in your accounting package, with approvals where you want them and every action logged.

Frequently asked questions

Does Nance replace Expensify?

No. Expensify stays the tool your team uses to submit and approve expenses. Nance picks up where approval ends and does the accounting: booking, coding, matching and tracking payment.

Does Nance approve expenses?

No. Approval stays with the managers you have assigned in Expensify. Nance works with what has been approved and flags anything that looks off as a finding for a human.

How does Nance connect to Expensify?

Through a secure, scoped connection with access you control and can revoke at any time. Nance reads reports and receipts, and every action it takes is logged.

How are reimbursements followed up?

Nance matches each approved reimbursement to the payment that settles it, in the books and on the bank. Anything approved but unpaid past the usual rhythm is surfaced, not forgotten.

From approved expense report to closed booking