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Expensify + Rillet integration

Sync expenses smarter with the Expensify + Rillet integration

Expensify's native integration with Rillet, the AI-native accounting platform, brings automated expense export, card coding, and faster reconciliation into one connected workflow. Connect once and let receipts, categories, and dimensions flow straight into your books, with no CSVs and no manual entry.

Key features

Automated export and reconciliation

Approved expenses and card spend post to the mapped GL accounts in Rillet, already categorized and coded, so your finance team can skip the spreadsheet shuffle and close the books faster.

One-click connection

Connect Rillet with a single API key. Expensify encrypts and validates it server-side, then runs the initial sync automatically, so setup takes minutes.

Chart of accounts and dimension mapping

Rillet GL accounts import into Expensify as categories, and Rillet dimensions like Department, Class, and Project import as tags, keeping coding consistent across both platforms.

Reimbursement and card settlement sync

Turn on auto-sync to keep reimbursed reports and Expensify Visa® Commercial Card settlements aligned in Rillet automatically, so nothing falls out of balance after export.

How it works

Setting up the Rillet Expensify integration is easy. Once connected, everything practically runs itself.

  1. Connect your accounts

    Generate an API key in Rillet, then in Expensify go to Workspaces, Accounting, and next to Rillet select Connect. Paste the key and confirm.

  2. Map your categories and dimensions

    Choose which chart-of-accounts categories, dimensions, and tax rates to sync between platforms for consistent reporting and coding.

  3. Export and reconcile automatically

    Once connected, expenses, card transactions, and receipts captured with SmartScan flow directly from Expensify into Rillet for seamless reconciliation.

FAQs

Rillet is a trademark of Rillet, Inc. or its affiliates. This information was prepared by Expensify and is solely the responsibility of Expensify. Rillet, Inc. does not control or guarantee the accuracy of any content provided by Expensify.

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