Concierge

Ask Concierge AI to handle expenses, analyze spend, and more.

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AI-Powered Expenses

AI expense management
that runs itself.

Expensify’s Concierge AI learns and automates expenses as you go. Custom agents work while you sleep, and your favorite AI tools plug right in.

Chat-based AI experience

Full expense automation

Realtime policy enforcement

Strategic spend insights

Concierge AI

Meet your AI expense assistant


Automates expenses

Concierge AI brings automated expense management to every transaction, categorizing by past activity and context, and creating or updating expenses on your behalf.

Analyzes spend

Get monthly spend insights across your company or clients. Expense management automation surfaces the trends, then you dig into the details with a quick chat.

Explains decisions

Wondering why Concierge AI did something? Just click the “Explain” button for the reasoning, policy, and data behind every action.

Enforces policy

Concierge AI catches expense policy violations in realtime and follows up automatically. No receipt chasing, surprise spend, or costly mistakes.

Answers questions

Get 24/7 support backed by full context from your account. Ask anything, anywhere in the app – and request a human whenever you need one.

For every team member

AI expense management that works for everyone

Employees

  • A personal AI agent prepares expense reports for you
  • Concierge AI auto-categorizes receipts and auto-corrects expense details
  • Create and update expenses with a chat
  • Concierge AI answers policy questions so you can keep expenses compliant
  • Get 24/7 support with a human-in-the-loop

Managers

  • Concierge AI enforces expense policy and follows up with employees automatically
  • Require receipts, expense descriptions, attendees, and more
  • Flag expenses over a certain amount, auto-assign categories by merchant
  • Approve and reject reports automatically based on custom instructions
  • Query cross-team spend trends via MCP without opening the app

Finance

  • Get monthly spend reports by email with flux analysis and breakdowns
  • Ask Concierge AI to surface which approvals are blocking month-end close
  • Connect Claude, ChatGPT, and more to live Expensify data via MCP for free-form queries
  • AI agents monitor budgets per department and alert you when limits are hit
  • SmartScan at 99% accuracy with automated duplicate and fraud detection

Accountants

  • Build custom AI agents to automate client onboarding and setup
  • Let Concierge AI handle transaction matching and report creation
  • AI agents route expense reports through complex approval workflows automatically
  • AI agents enforce budgets, flag suspicious expenses, and send proactive alerts
  • Get monthly flux analysis as visual charts ready for client presentations

Concierge AI

Meet your new expense assistant

Concierge AI

Concierge AI learns how you categorize expenses and handles it automatically moving forward. It also analyzes your spend and answers product questions.

Built into every page
Auto-categorizes expenses
Fast support
Analyzes expense data
Automate flows with agents
+ More

Connect your favorite AI tools.

Add expense data to any workflow.

Connect Expensify to Claude, ChatGPT, Cursor, OpenClaw, or any other MCP-enabled AI platform. Ask questions about your expenses in natural language.

Try Expensify MCP

FAQs