Expensify Adds Integration with FinancialForce and PSA for Workflow Automation

Expensify, the maker of expense reporting software, has upgraded its integration with FinancialForce Accounting and Professional Services Automation (PSA) to offer time-saving features to customers of all sizes. The Expensify-FinancialForce integration is an automated, two-way direct sync for FinancialForce Accounting and PSA that unlocks greater configuration options to smooth out the expense life cycle from transaction to general ledger.

"We wanted to give current and prospective customers – many of whom run their businesses entirely on Salesforce – a more robust, intuitive solution that grows with their needs,” says Jason Mills, Director of Sales and Success at Expensify. “Our deeper integration with FinancialForce systems takes away the back-and-forth busywork that typically ties together the expense management and accounting processes.” 

With FinancialForce Accounting, admins can choose to import tax codes and up to four levels of dimensions into Expensify, and export expenses as payable invoices with status and date to FinancialForce. On the PSA side, users can code assignments, projects, and milestones, as well as export expenses as expense reports and tax amounts as billable or nonbillable.

“We’re excited that Expensify has released a new version of its integration with FinancialForce to offer a more seamless way for our mutual customers to manage expense reports,” says Johnny Ola, VP of Global Alliances and Business Development at FinancialForce. “We can’t wait to see the expanded time savings and user-experience benefits that our mutual customers will achieve in the future.”

Stop by the Expensify booth at FinancialForce Community Live in Las Vegas to meet the team, or click here to learn more about the integration.


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