Save time and money: Automate expenses with the Expensify and NetSuite integration
With Expensify integrations, managing company expenses just got a whole lot easier. The Expensify and NetSuite integration gives you an automated, two-way sync between expenses and accounting. That means no more lengthy reconciliations or manual entries — just realtime insights into your company's finances.
Transform the way you work with Expensify.
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What is NetSuite?
NetSuite is a cloud-based business management software that helps medium to large enterprises manage finances, operations, and more. Its primary goal is simple: to make day-to-day business functions easier for all departments.
Why an Expensify and NetSuite integration?
At Expensify, we're all about streamlining and simplifying expense management wherever possible, so it made sense to partner up. By integrating with NetSuite, we aim to supercharge your financial operations and make your business processes more efficient.
Features of the NetSuite and Expensify integration
With NetSuite by our side, Expensify becomes more convenient than ever. Discover what you get when business management meets expense mastery.
Automatic data transfer
Expenses captured in Expensify instantly reflect in NetSuite, eliminating manual entries and reducing errors.
Multi-layer approval workflows
Send expense reports through a step-by-step approval flow, allowing multiple managers to review them sequentially.
Easy receipt tracking
Never lose track of a receipt again. Snap a photo and Expensify's receipt scanning app categorizes and transcribes the information onto an expense report.
Company card reconciliation
Automatically match credit card charges to their receipts for easy company card management, no matter what card you’re using.
A fully automated, direct integration
We strive to keep it simple. When you integrate with Expensify, all you have to do is set the policy guidelines and we’ll take care of everything else. Let us do the heavy lifting so you can focus on what you do best.
Easy, two-way syncing
With Expensify’s integration with NetSuite, expense management is a breeze. Any expense logged in Expensify automatically appears in NetSuite, while NetSuite expense categories, customers, projects, departments, classes, locations, and more are automatically imported into Expensify — ensuring that every penny is accounted for without the need for tedious data entry.
Expense management used to be a headache for our corporate office. Now, it just runs in the background automatically thanks to Expensify.
Learn how LJ Hooker improved their expense management process by switching from a legacy expense management product to Expensify.
Trailblazers in business are all about Expensify
Join the ranks of those leading the charge.
FAQs about the Expensify + NetSuite integration
Curious about how this powerful duo works together? Wondering if the Expensify and NetSuite integration is right for your business needs? Dive into the FAQs below for all the need-to-knows.
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Yes, Expensify works with NetSuite to offer a streamlined expense management process. By connecting the two platforms, businesses can benefit from automatic data synchronization, effortless expense tracking, and enhanced financial reporting.
With Expensify's robust features and NetSuite's business management solutions, organizing and analyzing company expenses is easier than ever.
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Expensify can import various fields from NetSuite to code expenses, including:
Expense Categories
Tags (comprising Customers, Projects, Departments, Classes, and Locations)
Report Fields
Employee Defaults
Tax Groups
Custom Segments
Custom Records
Custom Lists
The integration ensures accurate and automatic categorization of expenses, drawing from NetSuite's comprehensive field setup. Plus, customizable settings in Expensify further allow you to tailor your fields to fit your preferences.
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No, Expensify is not an ERP (Enterprise Resource Planning) system for NetSuite. They are separate systems that can integrate with each other:
Expensify is a travel and expense management platform that helps businesses track and manage employee expenses, receipts, and reimbursements.
NetSuite is a comprehensive ERP system that handles various business operations like accounting, inventory, CRM, and more.
While Expensify can integrate with NetSuite to sync expense data and streamline financial processes, it functions as a specialized expense management tool rather than an ERP system. The integration allows expense reports and data from Expensify to flow into NetSuite's accounting and financial modules.
Transform the way you work with Expensify.
Enter your details below and we’ll handle the number-crunching so you can get some time back.
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