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Spend / Cards / AP / P2P

Expensify AI Integration

Connect Expensify to BeforeQuery for grounded AI answers and agent actions across Spend / Cards / AP / P2P.

Connect Expensify
What is it?

About Expensify

Expensify is one of the Spend / Cards / AP / P2P platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Expensify

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → Spend / Cards / AP / P2P and select Expensify.

  2. Step 02

    Sign in to Expensify with an account that has permissions to grant BeforeQuery the Spend / Cards / AP / P2P scopes required.

  3. Step 03

    Confirm the connection. Expensify is now available as a source and action target for every playbook in your workspace.

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How BeforeQuery uses Expensify

What the agent does with your Expensify connection

  • 01

    Read transactions, cards, requests, and vendor data from Expensify into the Context Graph.

  • 02

    Auto-approve routine spend under policy; escalate exceptions with context bundled.

  • 03

    Answer employee spend questions ("what's my card limit?", "where's my expense report?").

  • 04

    Draft receipts + memo lines from context (calendar events, meeting attendees).

Use cases

What teams actually do with the Expensify integration

Auto-approve routine spend

Expensify transactions under the auto-approve threshold, in-policy category, with clean receipt matching auto-clear. Everything else routes to the approver with the specific policy question highlighted.

Expense report drafting

Employee snaps a receipt → BeforeQuery classifies the merchant, pulls the calendar event (client dinner, team offsite), drafts the memo line, and files the expense report in Expensify. Employee approves, done.

Vendor risk + duplicate check

Before every AP payment in Expensify, BeforeQuery checks for duplicate invoices, sanctioned vendors, and unusual bank-account changes. Anomalies escalate to finance; clean payments proceed.

Answer questions grounded in Expensify

Employees and customers ask Expensify-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Expensify record shown alongside the response. No context switching, no "log into Spend / Cards / AP / P2P to check" round-trips.

Expensify — Frequently Asked Questions

Common questions about connecting BeforeQuery to Expensify.

Yes, with approver check-in per your matrix. Small payments (< threshold) can be autopilot; larger require finance approver; large + first-time-vendor combinations always require step-up.
Standard OAuth 2.0 where Expensify supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Expensify data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Expensify integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Expensify objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Expensify for real.

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