July 2026 Expensify product update: Granular admin roles, new HR integrations, and an AI copilot that takes action
This month, we shipped one of your most-requested features: more granular admin roles. Plus, a wave of new HR and accounting integrations, and some serious AI muscle. Here's what's new.
TL;DR – What’s new in Expensify (July 2026)
- Give more granular permissions to admins with new people, payments, and card role types
- Let auditors view workspace settings with expanded read-only access
- Connect to Workday, HiBob, BambooHR, and Certinia
- Add AI agents with custom rules to take actions in Expensify on your behalf
- Ask our virtual CFO questions and get on-the-fly spend analysis
- Set mileage rates that apply to specific date ranges
- Download expense report PDFs in bulk
Tighter controls, smarter AI
Scoped admin roles & read-only auditor access
Give admins exactly the access they need. New scoped roles include people admin, payments admin, and card admin. We've also expanded the read-only auditor role to view workspace settings for a better picture of company setup. Learn more about role updates.
New HR & accounting integrations
Connect your people data in a couple clicks. Workday, HiBob, BambooHR, and Certinia integrations are now live. Employees, groups, and org data now flow straight into Expensify. More connections are rolling out through the rest of the year, so stay tuned. Learn more about our new integrations.
Now in beta: Upgrade your workflow with agent rules
No more rigid rule-builders. Tell our AI agents what you want in plain English (edit, code, route, hold, comment, reject, or approve expenses), and they'll figure out how to do it. Learn how to create agent rules.
More updates this month
Here’s a handful of additional upgrades to round out July:
Consolidated travel billing for Expensify Travel: Centralize company travel spend without corporate cards or out-of-pocket reimbursements. Your team books through Expensify Travel as usual, and Expensify bills your business bank account once a month with every trip, receipt, and statement in one place. Available now for US businesses with a verified bank account. Learn more about consolidated travel billing.
Date-bound mileage rates: Set mileage rates that apply to specific date ranges, so reimbursements always use the proper rate based on when the trip took place. Learn more about date-bound mileage rates.
Export your filtered views: Filter your list of members down to exactly who you want, then export that view directly. Learn more about filtered views.
Bulk download expense reports as PDFs: Select all of the expense reports you want to download as PDFs in one go. Learn more about bulk downloads.
Virtual CFO: Ask, and Expensify analyzes. Our virtual CFO functionality now reacts to your questions with on-the-fly spend analysis in workspace chats, reports, and expense threads with trends, outliers, and answers about where your money is going, all in plain language. Learn more about virtual CFO.
That's it for this month. And as always, keep the feature requests coming!
– Concierge
