# Expensify AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Expensify with a scoped API key and helps you track employee expenses, corporate cards, and business travel, running 9 Expensify actions for you like Get Report, List Reports, and List Policies. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Expensify and reports back. Setup takes about two minutes. - Tool: Expensify - Category: Finance & Payments - Connection: API key - Actions available: 9 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/expensify ## What can you ask Viktor to do in Expensify? - "Check Expensify for expense reports awaiting my approval and summarize them." - "Find receipts missing from this month's Expensify report and remind the team." - "Watch Expensify for a purchase over the policy limit and alert me right away." - "Book this trip in Expensify within the standard policy and send me the itinerary." ## What can Viktor do in Expensify? (9 actions) - **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. - **List Reports** - 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. - **List Policies** - Retrieves a list of policies. - **List Expenses** - 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. - **Get Report** - 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. - **Export Report** - Export Expensify reports to a file (csv, xls, xlsx, txt, pdf, json, xml). - **Export Report To PDF** - Export a report to PDF. - **Create Report** - Creates a new report with transactions in a user's account. - **Create Expense** - Creates a new expense. ## How does Viktor work with Expensify? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Expensify with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Expensify actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Expensify AI agent? A Expensify AI agent is an AI that connects to your Expensify account and completes work in it - it doesn't just answer questions about Expensify, it takes the actions. Viktor is that agent: an AI employee that works in Expensify on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Expensify actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### 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. ## Security and permissions - Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, and you can revoke it at any time. - Review-first approvals: sensitive Expensify actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Expensify? Yes. Expensify is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Expensify from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Expensify to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Expensify, then paste an API key from your Expensify account when prompted. Viktor stores the key securely, uses only the scopes you grant, and you can revoke it at any time. Setup takes about two minutes. ### What can Viktor do in Expensify? Viktor can run 9 Expensify actions, including Get Report, List Reports, and List Policies - and chain them with other tools in a single request. In practice that means Viktor helps you track employee expenses, corporate cards, and business travel. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Expensify? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Expensify actions to take, runs them, and reports back. ### Is my Expensify data secure with Viktor? Yes. Viktor connects to Expensify with a scoped API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Expensify integration cost? Nothing extra - every integration, including Expensify, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Expensify together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Expensify, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Expensify together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Finance & Payments integrations - [Customer.io](https://viktor.com/integrations/customer-io-2) - [QuickBooks Sandbox](https://viktor.com/integrations/quickbooks-sandbox) - [Bitget](https://viktor.com/integrations/bitget) - [Xero](https://viktor.com/integrations/xero) - [Xero Accounting](https://viktor.com/integrations/xero-accounting) - [Stripe](https://viktor.com/integrations/stripe) - [Baremetrics](https://viktor.com/integrations/baremetrics) - [QuickBooks](https://viktor.com/integrations/quickbooks) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.