# Expensify

:::tip Available
This integration is available in Frihet. Set it up in **Settings → Integrations → Expensify**.
:::

Connect your Expensify account to Frihet to automatically import expense reports, scanned receipts, and categories. Expensify is a business expense management platform with intelligent receipt scanning, approval workflows, and corporate card reconciliation. With this integration, approved expenses in Expensify are recorded directly in Frihet, eliminating double data entry and keeping your accounting synchronized with your team's real expenses.

## What is it for?

- **Import expense reports** — Approved reports in Expensify are imported as individual expenses in Frihet with all details
- **Synchronized receipts** — Receipts scanned in Expensify are automatically linked to the imported expenses in Frihet
- **Preserved categories** — Expenses retain the categories assigned in Expensify, mapped to Frihet's categories
- **Employee data** — Each imported expense includes who generated it, for internal control
- **Selective import** — Choose which reports or date ranges to import, without bringing in the entire history

## Requirements

- Active account on [Expensify](https://www.expensify.com)
- Frihet Pro or Premium Plan
- Expensify Partner User ID and Partner User Secret (obtained from integration settings)

## How to connect

### Step 1: Obtain credentials in Expensify

1. Log in to [expensify.com](https://www.expensify.com)
2. Go to **Settings → Account → Integrations**
3. In the **API** section, request access to the integrations API
4. Copy your **Partner User ID** and **Partner User Secret**
5. These credentials are unique to your account and do not expire

### Step 2: Configure in Frihet

1. In Frihet, go to **Settings → Integrations**
2. Find **Expensify** and click on the card
3. Enter your **Partner User ID** and **Partner User Secret**
4. Click **Test Connection** to verify that the credentials are correct
5. Configure the **category mapping** between Expensify and Frihet
6. Click **Save**

### Step 3: Import expenses

1. Click **Import Reports** to bring in approved expense reports
2. Select the reports or date range you want to import
3. Review the imported expenses and verify categories and data

## Data that is synchronized

| Data | Direction | Details |
|------|-----------|----------|
| Expense reports | Expensify → Frihet | Report name, status, approval date |
| Individual expenses | Expensify → Frihet | Amount, date, merchant, category, description |
| Receipts | Expensify → Frihet | Receipt image linked to the expense |
| Categories | Expensify → Frihet | Mapped to Frihet's expense categories |
| Employee/user | Expensify → Frihet | Name of the employee who generated the expense |
| Currency | Expensify → Frihet | Original expense currency with exchange rate |

## Use cases

### Startup with remote team

Your team uses Expensify to record travel, software, and meal expenses. Each week, approved reports are automatically imported into Frihet. Your accounting reflects all team expenses without you having to ask anyone to send receipts via email.

### Freelancer using SmartScan

You photograph receipts with Expensify SmartScan while traveling or dining with clients. When you return to the office, you import the expenses into Frihet at once. The scanned receipts remain linked for tax justification.

### Company with corporate cards

Your company has Expensify cards or corporate cards reconciled in Expensify. Card expenses are synchronized with Frihet to provide a consolidated view of all expenses: both card-related and those paid in cash or by transfer.

## Troubleshooting

### Connection error

- Verify that the Partner User ID and Partner User Secret are correct
- Check that your Expensify account has access to the integrations API (not all plans include it)
- Expensify API credentials do not expire, but they can be revoked — check in your account

### Reports are not imported

- Only reports with **approved** status are imported — drafts and pending approvals are excluded
- Verify that you have reports in the selected date range
- If you use group policies in Expensify, ensure your credentials have access to the group's reports

### Categories do not match

- When setting up the integration, map Expensify categories to Frihet's
- Expenses with unmapped categories are imported with the "General" category
- You can edit the category of an imported expense directly in Frihet

### Receipts are not displayed

- Receipts are imported as attached images to the expense. If they do not appear, verify that the report in Expensify has attached receipts
- Supported formats: JPG, PNG, PDF
- Large receipts (over 10 MB) may not be imported — reduce them in Expensify before importing

## Next steps

- [Connect Pleo for corporate card management](./pleo)
- [Categorize and manage your expenses in Frihet](../gastos/categorias)
- [Scan receipts directly in Frihet with OCR](../gastos/escaneo-ocr)