Expensify Integration Overview – Kantata Knowledge Base

ACCESS & AVAILABILITY

This integration is available for purchase in Enterprise plans, and requires Expensify API credentials. Once the integration has been activated by a Solutions Engineer, configuration takes place through Mavenlink M-Bridge, our integrations and developer platform. To get started, please reach out to Customer Success or Kantata Support.

Overview

Mavenlink’s Expensify integration makes it possible for organizations to continue using Expensify for expense reporting, while gaining the ability to see the impact of project-based expenses on the financial health of the project.

Employees do not need to change the way they log expenses, and meanwhile, expense approvers continue to approve expenses in Expensify. Companies that have employees who don’t use Mavenlink can now centralize expense reporting and approval.

Benefits

Simplify expense tracking and approval process
Unify all time and expense information across projects
See all time and expense information in a centralized system
Ensure the budget burn remains accurate

Functional Capabilities

Expenses created in Expensify are pushed to Mavenlink
Expense reports and line items created in Expensify are pushed to Mavenlink

Configuration Options

Filter expense reports by state
Select multiple states that should be included in the sync
Schedule data sync between Mavenlink and Expensify

Field Mappings

Expense

Mavenlink	Direction	Expensify
Category	←	Category
Amount in Cents	←	Modified Amount
Date	←	Expense Date
Notes	←	Comment
User	←	User (mapping performed by Admin)

Expense Report

Mavenlink	Direction	Expensify
Title	←	Report Name
Comment	←	Report ID
User	←	User (mapping performed by Admin)