Sync Expensify data to Sourcetable
Expensify
All your business data, synced in a spreadsheet.
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.
Accessibility
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.
Automation
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.
Visualizations
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.
Find out how to get the most from Expensify with Sourcetable
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
Quick Analysis
Analyse your Expensify financial data instantly in cross-channel reports, which pull data from other financial integrations including Stripe, Braintree and Square.
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.
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Small to Medium
sized businesses -
Retail offline stores
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B2B Platforms
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Software as a Service
(SaaS) companies -
B2C Marketplaces
Popular Use Reports & Use Cases
Create a daily report of all Expensify data
Expensify + Sourcetable
Automate reporting functionality for Expensify using Sourcetable
Expensify + Sourcetable
Combine Expensify invoices against marketing spend from Facebook Ads Account
Expensify + Facebook Ads
Analyze purchase order history and create updating models
Expensify + Sourcetable
Combine and analyze accounting data from multiple Expensify accounts
Expensify + Sourcetable
What makes Sourcetable special?
Interconnectivity
Connect your Expensify expense management data with insights from 30+ other sources, to drive decisions and enhance data collaboration
Collaboration
Create workflow templates based on findings from Expensify and other platforms, and share them among your team, no tech skills required
Automation
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?
Which expense management software works best with Sourcetable – QuickBooks Online or Expensify?
How easy is it to visualize my Expensify data using Sourcetable?