How do I connect Expensify?

Sign up for Conductor Deck, then add a Expensify step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.

Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.

What's the difference between a trigger and an action?

A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Expensify + Stream Deck

Business Management · 0 triggers · 9 actions

From unlimited receipt scanning and mileage tracking to next-day reimbursement, automate your preaccounting system with an easy to use expense tracking app. Add Expensify to your Stream Deck workflows with guided setup for the connection details it needs.

Build an Expensify workflow — free See how it works

No code
Free tier
One Stream Deck press
Pairs with OBS & Elgato tools
OAuth & keys handled in-builder

Popular ways to use Expensify

Add Expensify to a workflow and pair it with a Stream Deck button to run it in one press — handy for business management tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.

Browse all templates

Triggers & actions

Steps your workflow can perform in Expensify.

Reimburse Report

Mark an APPROVED Expensify report as REIMBURSED via the Integration Server reportStatus updater. This is the only report-status transition the API supports — Approve and Reject are not available (attempting APPROVED returns responseCode 410). Use List Reports with reportState=APPROVED to find reports eligible for reimbursement. View docs

List Reports

Read only

Search Expensify reports by state and/or date range and return a structured JSON array of report summaries (reportID, reportName, total, status, submitterEmail, etc.), NOT a file. Use this to find reports before acting on them. Under the hood this calls the Report Exporter with an embedded Freemarker JSON template and reads the result in memory (no /tmp file written). You must provide either a reportState or a startDate/endDate range. Note: OPEN reports cannot be returned when an employeeEmail filter is set (API restriction). Use List Policies to discover valid policy IDs for the optional policyId filter. Use Get Report to retrieve a single report's full expense line items. View docs

List Policies

Read only

Retrieves a list of policies. View docs

List Expenses

Read only

List individual expenses (transactions) for an employee within a date range, returning a structured JSON array (each with amount, currency, merchant, created date, category, receiptURL, reportID). NOT a file. Implemented via the Report Exporter with an embedded Freemarker JSON template that flattens transactionList, read in memory. Use List Policies to discover valid IDs for the optional policyId filter. To read all expenses on one specific report, use Get Report instead. View docs

Get Report

Read only

Retrieve a single Expensify report by ID, returning a structured object with the report metadata plus its complete expense line-item list (per-expense amount, currency, merchant, date, category, receiptURL, etc.). NOT a file. Implemented via the Report Exporter with reportIDList set to the given ID and an embedded Freemarker JSON template read in memory. Use List Reports to discover report IDs. This action also covers per-expense reads: the returned transactionList contains full expense details, so a separate expense-by-ID lookup is unnecessary. View docs

Export Report

Export Expensify reports to a file (csv, xls, xlsx, txt, pdf, json, xml). View docs

Export Report To PDF

Read only

Export a report to PDF. See docs here

Create Report

Creates a new report with transactions in a user's account. See docs here

About Expensify

From unlimited receipt scanning and mileage tracking to next-day reimbursement, automate your preaccounting system with an easy to use expense tracking app.

Business Management

How to connect

Sign up for free

Create your Conductor Deck account: no credit card required.

Connect Expensify

Follow the setup prompts for Expensify. Conductor Deck handles the app authorization or required connection details inside the workflow builder.

Build a workflow

Add an Expensify action to your visual workflow canvas. Configure the options you need, then connect it to other steps.

Assign to Stream Deck

Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.

Frequently asked questions

How do I connect Expensify?: Sign up for Conductor Deck, then add a Expensify step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
Is it free?: Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
What's the difference between a trigger and an action?: A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Automate Expensify with your Stream Deck

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