Save time and ensure accuracy with the Expensify and Netsuite integration

With Expensify integrations, managing company expenses just got a whole lot easier. The NetSuite and Expensify integration gives you an automated, two-way sync between your expenses and accounting. That means no more lengthy reconciliations or manual entries — just real-time insights into your company's finances.

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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. 

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. 

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 across the board.

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.

Monitor sync

Automatic data transfer

Expenses captured in Expensify instantly reflect in NetSuite, eliminating manual entries and reducing errors.

Workflow

Multi-layer approval workflows

Send expense reports through a step-by-step approval flow, allowing multiple managers to review them sequentially.

Accounting

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.

Expense management

Company card reconciliation

Automatically match credit card charges to their receipts for easy company card management, no matter what card you’re using.

Common questions about this integration

Curious about how this powerful duo works together? Wondering if the Expensify + NetSuite integration is right for your business needs? Dive into the FAQs below for all the need-to-knows.

Does Expensify work with NetSuite?

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. 

What NetSuite fields can Expensify import to code expenses? 

Expensify can import various fields from NetSuite to code expenses, including:

  • NetSuite 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.

 

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.

Read the Case Study
 

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