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Sync Expensify data to Sourcetable


Expensify is an expense management system which can be used by individuals and businesses to track expenses, scan receipts, submit expense reports, pay bills, generate vendor invoices, collect payments, track mileage, plan trips, and get cash back, while keeping track of important financial KPIs.

Sync Expensify data to Sourcetable

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Find out how to make the most of your Expensify accounting data with Sourcetable

Sourcetable Benefits

Query expenses data quickly & easily

Expensify is an easy-to-use payments app that helps individuals and businesses simplify their expenses management. Syncing data from Expensify to Sourcetable, and combining it with inputs from other platforms and databases, allows users to create auto-updating models and analyze key financial metrics for their businesses at a glance.


Syncing Expensify data to Sourcetable lets users compare expenses metrics alongside other key performance indicators quickly and easily, without having to learn coding languages. This means your key data can be made available to all members of your financial team and beyond.


Sourcetable brings together key data from Expensify and other platforms quickly and intuitively, allowing users to automate processes and free up time to focus on other important aspects of their business.


Sourcetable comes with a full suite of visualization tools for your reporting needs - from bar charts to line graphs, burn charts, mapping, scatter plots and more. Create visually striking dashboards, share with your team and identify the KPIs that matter to your business.

How to get the most of Expensify with Sourcetable

A Magic Wand

Smart Templates

Use out-of-the-box, tried and tested templates to merge databases, query expense management data and improve collaboration across your entire organisation

A Magic Wand

Quick Analysis

Analyse your Expensify financial data instantly in cross-channel reports, which pull data from other financial integrations including Stripe, Braintree and Square.

A Magic Wand

Ease Of use

Compile all your Expensify financial data into a single spreadsheet, to query it and identify the business intelligence behind the numbers.

Who uses Expensify data in Sourcetable

💸 CFOs & Accountants

📈 Marketing and Advertising professionals

👷🏿 Sales and Sales Ops folk

🚀 Founders

🏢 Ecommerce businesses

Sample companies

Online businesses integrating Expensify with Sourcetable can quickly access all relevant data on income, expenses, statements and estimates.

  • Small to Medium

    sized businesses
  • Retail offline stores

  • B2B Platforms

  • Software as a Service

    (SaaS) companies
  • B2C Marketplaces

What makes Sourcetable special?

A Magic Wand


Connect your Expensify expense management data with insights from 30+ other sources, to drive decisions and enhance data collaboration

A Magic Wand


Create workflow templates based on findings from Expensify and other platforms, and share them among your team, no tech skills required

A Magic Wand


Sourcetable leverages Expensify to automatically create expense reports and forecasts, freeing up time to focus on other aspects of your business.

Frequently Asked Questions

How do I sync my Expensify data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Expensify data.
Which expense management software works best with Sourcetable – QuickBooks Online or Expensify?
Sourcetable lets users combine data from both platforms, enabling businesses to better understand the relationships among available data, gain new insights for making better decisions, and identify new opportunities.
How easy is it to visualize my Expensify data using Sourcetable?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key data from Expensify - and other financial management platforms such as Xero and QuickBooks Online - at a glance without SQL.

Connect your Expensify Data

Analyze data, automate reports and create live dashboards
for all your business applications, without code. Get unlimited access free for 14 days.