Does DoMyWork actually execute tasks in Expensify?

Yes. Unlike AI copilots that only offer suggestions, DoMyWork executes the work directly in Expensify and your other connected apps based on your plain-English instructions.

How is this different from native Expensify AI?

Native Expensify AI focuses on receipt scanning and basic categorization. DoMyWork uses broader intelligence to act across your entire stack, linking Expensify to your CRM, accounting software, and communication tools.

Is this just another automation tool like Zapier?

Zapier requires you to build and maintain complex if-then logic. DoMyWork agents understand your intent and execute the entire multi-step process for you in real-time.

Can the agent monitor Expensify 24/7?

Yes. You can set up agents on autopilot to watch for new reports or expenses, validate them against your policies, and take action the moment they land, 24/7.

Is my expense data safe?

We prioritise security and data privacy. Your data is processed only to execute the tasks you request, and we maintain strict protocols to ensure your financial information remains secure.

Can I connect Expensify to other apps?

Absolutely. DoMyWork connects Expensify to 1,500+ apps, allowing you to move data seamlessly between your expense platform and your accounting, project management, or HR tools.

AI Agent for Expensify

Reconcile receipts, flag policy violations, and update your ledger automatically. DoMyWork AI agents work with Expensify and 1,500+ apps to keep your books accurate and your team compliant.

Find all missing receipts for this month

Flag expenses over company policy limits

Sync approved reports to QuickBooks

Notify employees about pending reports

Summarise travel spend for the quarter

Check for duplicate expense entries

Agent for

Expensify

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your expense backlog into reconciled, compliant data

Find missing receipts, flag policy breaches, export to your ledger, and notify team members.

12 missing receipts identified

Catch up on every unsubmitted report from last week

"Check all unsubmitted reports in Expensify from last week, identify the owners, and send a polite reminder via email with a link to their draft."

Send Message

Flag personal expenses incorrectly marked as business

"Review the last 50 entries in Expensify, compare them against our 'Personal' category keywords, and flag any matches for review."

Send Message

Reconcile corporate card charges with submitted receipts

"Pull the last month of corporate card transactions and match them against submitted receipts in Expensify, listing any gaps."

Send Message

Export approved reports to your accounting software

"Find all reports marked as 'Approved' in Expensify and push them to QuickBooks Online for final processing."

Send Message

Find missing receipt images for high-value expenses

"Search for all expenses over $500 without an attached receipt image in Expensify and report the list to the finance team."

Send Message

Got a different task in mind? Describe it

Send Message

Identify duplicate expense submissions

"Analyse the latest batch of expenses in Expensify to find entries with identical dates, amounts, and vendors."

Send Message

Summarise travel spend by department

"Extract expense data from the last quarter in Expensify, group by department, and calculate total travel spend."

Send Message

Check for missing project codes on expenses

"Scan all new reports for missing project codes and flag them for the project lead to update."

Send Message

Review vendor compliance on recurring subscriptions

"List all recurring software subscriptions in Expensify to ensure they match our approved vendor list."

Send Message

Audit mileage claims for policy compliance

"Check all recent mileage claims in Expensify against standard distance limits and flag outliers."

Send Message

Got a different task in mind? Describe it

Send Message

Flag expense reports from terminated employees

"Cross-reference recent Expensify submissions with the list of recently offboarded employees and flag any late claims."

Send Message

Ensure new hires have correct expense limits

"Compare current Expensify user roles against our HR records to ensure everyone has the correct spending permissions."

Send Message

Review relocation expense reports

"Pull all reports tagged as 'Relocation' and verify they include all required supporting documentation."

Send Message

Notify team leads of pending team expenses

"Identify all pending team reports in Expensify and send a summary list to each department head."

Send Message

Check for irregular meal expense patterns

"Analyse meal expenses for employees on long-term leave and flag any activity."

Send Message

Got a different task in mind? Describe it

Send Message

Get a high-level summary of cash burn this month

"Pull all approved expenses from Expensify for the current month and provide a total burn summary."

Send Message

Flag any single expense over $2,000

"Search Expensify for any individual expense item exceeding $2,000 and provide the details."

Send Message

Check total spend for the marketing team

"Summarise all marketing-related expenses in Expensify for the last 30 days."

Send Message

Review top 5 vendors by spend

"Analyse Expensify data to identify the top 5 vendors we have paid this year."

Send Message

Flag expenses from non-approved vendors

"Compare recent Expensify vendor names against our approved list and flag any outliers."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Expensify AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Expensify AI Agent

🛸 Autopilot

Act on expense reports the moment they arrive — with agents on autopilot

The agents work across your apps 24/7.

They catch new reports, validate them against policy, and route them for approval instantly.

Setting up an autopilot is too easy

New report is submitted

Describe...

1. Flag policy violations in real-time

WhenNew report is submitted

Then

Read the report, check each expense against our policy document, and tag the report as 'Flagged' if any item exceeds limits.

Put on Autopilot

2. Send daily summary of pending approvals

WhenEvery day at 09:00 AM

Then

Gather all pending reports in Expensify and post a summary to the Finance Slack channel.

Put on Autopilot

3. Auto-approve small, compliant expenses

WhenNew report is submitted

Then

Check if the report total is under $50 and all receipts are present; if yes, mark as approved.

Put on Autopilot

4. Alert on duplicate submissions

WhenNew report is submitted

Then

Compare the new report against the last 30 days of history and alert if a duplicate is detected.

Put on Autopilot

5. Sync approved reports to accounting

WhenReport is approved

Then

Export the approved report details to QuickBooks Online.

Put on Autopilot

1. Notify project leads of new expenses

WhenNew report is submitted

Then

Extract the project code, find the project lead's email, and send them a summary of the report.

Put on Autopilot

2. Flag missing project codes

WhenNew report is submitted

Then

Check if a project code is present; if missing, post an alert to the Operations Slack channel.

Put on Autopilot

3. Weekly mileage report generation

WhenEvery Monday at 08:00 AM

Then

Collate all mileage claims from the previous week and email a summary to the Ops team.

Put on Autopilot

4. Monitor vendor changes

WhenNew expense is created

Then

Check if the vendor is in our approved list; if not, flag it for review.

Put on Autopilot

5. Auto-tag software subscriptions

WhenNew expense is created

Then

Detect if the vendor is a software provider and tag the expense as 'SaaS'.

Put on Autopilot

1. Monitor offboarded employee activity

WhenNew report is submitted

Then

Check if the submitter is on the offboarded list and flag immediately if found.

Put on Autopilot

2. Welcome email for new Expensify users

WhenNew user is created

Then

Send a welcome email with our expense policy link to the new user.

Put on Autopilot

3. Flag relocation expenses for HR review

WhenNew report is submitted

Then

If the report is tagged 'Relocation', notify the HR team via email.

Put on Autopilot

4. Monthly audit of team spend

WhenEvery 1st of the month at 09:00 AM

Then

Summarise total team spend by department and email to HR.

Put on Autopilot

5. Alert on policy changes

WhenNew report is submitted

Then

If an expense type is new, notify HR to check if policy updates are needed.

Put on Autopilot

1. Instant alert for high-value spend

WhenNew expense is created

Then

If the expense amount is over $5,000, send an immediate notification to the Founder's email.

Put on Autopilot

2. Weekly burn rate update

WhenEvery Friday at 04:00 PM

Then

Calculate total approved expenses for the week and send a summary to the Founder.

Put on Autopilot

3. Flag non-approved vendor usage

WhenNew expense is created

Then

Compare vendor against the Founder's approved list and flag if not found.

Put on Autopilot

4. Monitor marketing spend spikes

WhenNew report is submitted

Then

If marketing spend exceeds the weekly budget, send an alert.

Put on Autopilot

5. Alert on unexpected travel costs

WhenNew report is submitted

Then

If travel costs exceed the quarterly average, notify the Founder.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Expensify

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Receipt Reconciliation Playbook

FormCollect data with form

1. Enter Transaction Details

Enter Transaction Details

Fill fields below 👇

Date *

Amount *

Vendor *

AI AgentExecute agent from playbook

2. Find Matching Receipt

Agent

Search Expensify for a receipt matching {{Date}}, {{Amount}}, and {{Vendor}}.

Complete in a clickSend data to 1500+ apps

3. Link Receipt

Link Receipt to ExpenseinExpensify

4. Notify Team

Send MessageinSlack

Receipt Reconciliation Playbook

Matches receipts to transactions in one click.

Clone This Playbook

Policy Violation Audit Playbook

Checks reports for compliance.

Clone This Playbook

Ledger Export Playbook

Moves approved data to accounting.

Clone This Playbook

Missing Receipt Follow-up Playbook

Chases missing receipts.

Clone This Playbook

Quarterly Spend Analysis Playbook

Generates spend reports.

Clone This Playbook

Project Code Update Playbook

Fixes missing codes.

Clone This Playbook

Vendor Audit Playbook

Checks vendor list.

Clone This Playbook

Mileage Claim Audit Playbook

Validates distance.

Clone This Playbook

New SaaS Subscription Playbook

Adds new SaaS vendor.

Clone This Playbook

Subscription Renewal Playbook

Tracks renewals.

Clone This Playbook

Offboarding Expense Audit Playbook

Checks final reports.

Clone This Playbook

Relocation Policy Playbook

Validates relocation.

Clone This Playbook

New Hire Setup Playbook

Sets expense access.

Clone This Playbook

Team Spend Review Playbook

Reviews team reports.

Clone This Playbook

Policy Update Playbook

Updates policy.

Clone This Playbook

Burn Rate Report Playbook

Generates burn report.

Clone This Playbook

High-Value Spend Review Playbook

Reviews big spend.

Clone This Playbook

Vendor Spend Analysis Playbook

Reviews vendor spend.

Clone This Playbook

Marketing Spend Audit Playbook

Audits marketing spend.

Clone This Playbook

Travel Cost Review Playbook

Reviews travel costs.

Clone This Playbook

1500+ App Integrations

Connect Expensify + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New report is submitted

Then

Recurring Work on autopilot

Autopilot

Expense Review

Enter Report ID

Validate policy compliance

Update in Expensify

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Expensify

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Expensify AI Agent

An AI agent for Expensify is an intelligent assistant that connects to your account to execute tasks like reconciling receipts, flagging policy violations, and syncing data, without you needing to build manual workflows.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Expensify

Turn your expense backlog into reconciled, compliant data

Catch up on every unsubmitted report from last week

Flag personal expenses incorrectly marked as business

Reconcile corporate card charges with submitted receipts

Export approved reports to your accounting software

Find missing receipt images for high-value expenses

Got a different task in mind? Describe it

Identify duplicate expense submissions

Summarise travel spend by department

Check for missing project codes on expenses

Review vendor compliance on recurring subscriptions

Audit mileage claims for policy compliance

Got a different task in mind? Describe it

Flag expense reports from terminated employees

Ensure new hires have correct expense limits

Review relocation expense reports

Notify team leads of pending team expenses

Check for irregular meal expense patterns

Got a different task in mind? Describe it

Get a high-level summary of cash burn this month

Flag any single expense over $2,000

Check total spend for the marketing team

Review top 5 vendors by spend

Flag expenses from non-approved vendors

Got a different task in mind? Describe it

How Does a Expensify AI Agent Work

Act on expense reports the moment they arrive — with agents on autopilot

1. Flag policy violations in real-time

2. Send daily summary of pending approvals

3. Auto-approve small, compliant expenses

4. Alert on duplicate submissions

5. Sync approved reports to accounting

1. Notify project leads of new expenses

2. Flag missing project codes

3. Weekly mileage report generation

4. Monitor vendor changes

5. Auto-tag software subscriptions

1. Monitor offboarded employee activity

2. Welcome email for new Expensify users

3. Flag relocation expenses for HR review

4. Monthly audit of team spend

5. Alert on policy changes

1. Instant alert for high-value spend

2. Weekly burn rate update

3. Flag non-approved vendor usage

4. Monitor marketing spend spikes

5. Alert on unexpected travel costs

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Receipt Reconciliation Playbook

Policy Violation Audit Playbook

Ledger Export Playbook

Missing Receipt Follow-up Playbook

Quarterly Spend Analysis Playbook

Project Code Update Playbook

Vendor Audit Playbook

Mileage Claim Audit Playbook

New SaaS Subscription Playbook

Subscription Renewal Playbook

Offboarding Expense Audit Playbook

Relocation Policy Playbook

New Hire Setup Playbook

Team Spend Review Playbook

Policy Update Playbook

Burn Rate Report Playbook

High-Value Spend Review Playbook

Vendor Spend Analysis Playbook

Marketing Spend Audit Playbook

Travel Cost Review Playbook

Connect Expensify + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Expensify AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Expensify AI Agent