Expensify and Xero integration

The challenges of disconnected financial data

Managing financial data across separate systems for accounting and expenses can be painful, often presenting the challenge of keeping a cohesive and realtime view of a business’s financial status. This disconnected approach can lead to inefficiencies, especially when it comes to manual data entry. 

Manual entries not only leave you prone to errors, but are also time-consuming and pull away valuable resources from more strategic tasks. When data is entered by hand, the likelihood of discrepancies increases and inconsistencies between expense reports and accounting records arise.

How does the Expensify and Xero integration work?

Does Xero integrate with Expensify? Yes! The Expensify and Xero integration works by combining the power of Expensify's expense management software with Xero's accounting capabilities. How does this benefit you? Your finances will be automatically categorized correctly and accounted for in the right place. Our integration with Xero gives you: 

Exact expense coding

We pull your existing GL categories from Xero into Expensify and integrate your customer list for expense recharging — no extra data entry required, ensuring total accuracy and control.

Constant, real-time data syncing

From new Xero accounts to Expensify invoices and expense reports, your data is consistently updated. This offers you a realtime view of your financial landscape whenever you need it.

A smoother workflow

The Expensify Xero integration not only empowers you to save time and eliminate duplication but also reduces the risk of errors from manual data transfer.

Features of Expensify’s integration with Xero

Our integration with Xero provides a suite of features designed to make your work easier and your accounting tasks smoother. You'll save time and keep your financial management processes on track.

Experience the next level of expense management for Xero and Expensify with features including:

Two-way sync

No more manual updates. Get an uninterrupted link between Expensify and Xero expense management with realtime sync and handle everything on the go. 

Chart of accounts

Seamlessly sync your Xero chart of accounts and tracking categories into Expensify for streamlined expense categorization. 

Customer contacts

Import customer contacts directly, easily track billable expenses, and recharge them on invoices with no additional hassle.

Compliant tax rates

Keep up with default tax rates from Xero, tailor mileage rates, and maintain tax compliance for both domestic and foreign transactions. 

Corporate card integration

Effortlessly sync and automatically match corporate card transactions to respective members, giving you full visibility and control. 

Here are some other features you’ll love about the Expensify and Xero integration:

What is Xero?

Xero is a cloud-based accounting software best known for its user-friendly interface and powerful financial tools. Xero empowers businesses to handle their accounting with ease and our integration streamlines their entire expense management process.

Common questions about Expensify and Xero

Whether you're a seasoned Xero user or new to cloud-based accounting software, we can help answer any questions you have about our partnership.

How do I link Xero to Expensify?

Linking Expensify and Xero is simple! Follow our step-by-step guide to establish an integration between the two platforms. If you get stuck at any point, Concierge will be on hand to give you realtime support to complete the setup!

Can Expensify send receipts to Xero? 

Yes! Receipt images will be exported to Xero for reporting. To see them in Xero, click the “paper” icon in the upper right corner of the expense details and view a PDF of the Expensify report including the receipt image.

The world’s smartest companies use Expensify

See why the best of the best count on Expensify to automate their expenses.