ExpenseIn
Filament

Ask questions about your ExpenseIn data

Connect ExpenseIn to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

Sign up freeBook a demo
Free 14-day trial
No credit card required
Setup in minutes

ExpenseIn tracks employee spending and approvals, but understanding how expenses align with project budgets, revenue, or team productivity requires connecting to your accounting software and project management tools. Filament links ExpenseIn data to your other business systems and answers questions about spending patterns, budget variance, and cost allocation in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track ExpenseIn KPIs with Filament Analytics

Connect your ExpenseIn account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key ExpenseIn metrics you can track in Filament:

Expense Records
Track employee spending with submission_date, amount, category, approval_status, merchant_name, and payment_method. See which departments or projects generate the most expenses.
records:
expense_idsubmission_dateamountcategoryapproval_statusmerchant_nameemployee_idproject_code
Expense Line Items
Analyze individual line items within expense reports with item_description, quantity, unit_price, tax_amount, and expense_type. Break down spending patterns by item category.
records:
line_item_idexpense_iditem_descriptionquantityunit_pricetax_amountexpense_type
Receipt Data
Access scanned receipt information with receipt_date, total_amount, vendor_name, receipt_status, and OCR_extracted_fields. Match receipts to expense claims and identify missing documentation.
records:
receipt_idreceipt_datetotal_amountvendor_namereceipt_statusimage_urlOCR_confidence_score
Approval Workflows
Track expense approval processes with approver_id, approval_date, approval_level, rejection_reason, and time_to_approve. Identify bottlenecks in expense processing.
records:
approval_idexpense_idapprover_idapproval_dateapproval_statusrejection_reasonapproval_level
Employee Expense Profiles
Monitor employee spending patterns with employee_id, department, total_expenses, average_claim_amount, and submission_frequency. Compare spending across teams and roles.
records:
employee_iddepartmentcost_centermanager_idtotal_expenses_ytdclaim_count
Custom Fields and Metadata
Capture organization-specific expense data with custom_field_name, custom_field_value, project_tags, and cost_allocation_codes. Track expenses by your unique business dimensions.
records:
custom_field_idfield_namefield_valueexpense_idfield_type
Filament Pixel Logo

Combine ExpenseIn with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, ExpenseIn lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your ExpenseIn data gets even more powerful when combined with other tools:

ExpenseIn
Xero

ExpenseIn + Xero

Connect ExpenseIn expense records with Xero invoices and budget data to see how actual spending compares to budgets by project or department. Track which expenses are reimbursed versus company-paid and monitor cash flow impact.

ExpenseIn
Jira

ExpenseIn + Jira

Connect ExpenseIn project expenses with Jira project timelines and task completion to see how spending correlates with project progress. Identify which projects run over budget and when expense patterns signal scope creep.

ExpenseIn
BambooHR

ExpenseIn + BambooHR

Connect ExpenseIn employee spending with BambooHR employee data to analyze expense patterns by role, tenure, department, or location. See which teams have the highest travel costs or identify spending anomalies by employee segment.

Benefits of Filament's ExpenseIn Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your ExpenseIn account

Connect your ExpenseIn account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your ExpenseIn data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build ExpenseIn dashboards in minutes

Get tailored insights instantly and share them with your team.

Filament Pixel Logo

Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

ExpenseIn integration FAQ

Everything you need to know about connecting ExpenseIn with Filament and getting the most out of your data.