Expensify
Filament

Ask questions about your Expensify data

Connect Expensify 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

Expensify tracks expenses and reimbursements, but understanding spending patterns across departments, connecting policy violations to budget overruns, or analyzing expense trends against revenue requires combining data from accounting, payroll, and project management tools. Filament links your Expensify data to tools like Xero, BambooHR, and your business intelligence dashboard so you can explore spending efficiency, compliance patterns, and budget allocation without manual exports.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Expensify KPIs with Filament Analytics

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

View documentation

Key Expensify metrics you can track in Filament:

Expense Reports
Track individual expense submissions with report status, submission date, approval workflow stage, total amount, and policy violations. See which reports are pending, approved, or flagged for compliance review.
records:
reportIDstatussubmittedDatetotalAmountpolicyViolationsapprovalStage
Transaction Details
Analyze individual expense transactions with merchant name, transaction date, amount, category, payment method, and receipt attachment status. Identify spending patterns by vendor, category, or time period.
records:
transactionIDmerchanttransactionDateamountcategorypaymentMethodreceiptAttached
Policy Configurations
Review policy rules with spending limits, approval workflows, category restrictions, and compliance requirements. Understand which policies apply to different employee groups and spending categories.
records:
policyIDpolicyNamespendingLimitsapprovalWorkflowcategoryRulescomplianceSettings
Compliance Violations
Monitor policy breaches with violation type, flagged amount, employee details, and resolution status. Track which expense categories generate the most compliance issues and how quickly violations are addressed.
records:
violationIDviolationTypeflaggedAmountemployeeIDresolutionStatusflaggedDate
Reimbursement Records
Track reimbursement processing with payment date, amount, employee details, payment method, and processing time. Measure reimbursement cycle efficiency and identify payment delays.
records:
reimbursementIDpaymentDateamountemployeeIDpaymentMethodprocessingDays
Employee Expense Data
Analyze spending by employee with total expenses, report count, average transaction size, policy violations, and reimbursement history. Identify high-spend employees and frequent policy violators.
records:
employeeIDtotalExpensesreportCountaverageTransactionSizeviolationCountreimbursementTotal
Category Spending
Review expenses by category with total spend, transaction count, budget allocation, and variance from limits. See which expense categories consume the most budget and where spending exceeds expectations.
records:
categoryNametotalSpendtransactionCountbudgetAllocationvariancetopMerchants
Receipt Attachments
Track receipt documentation with image files, attachment dates, expense linkage, and verification status. Monitor receipt compliance rates and identify missing documentation.
records:
receiptIDattachmentDatelinkedExpenseIDverificationStatusfileTypeimageURL
Filament Pixel Logo

Combine Expensify with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Expensify 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 Expensify data gets even more powerful when combined with other tools:

Expensify
Xero

Expensify + Xero

Connect Expensify expense records with Xero accounting data to see how employee spending affects cash flow, budget variance, and departmental cost allocation across your complete financial picture.

Expensify
BambooHR

Expensify + BambooHR

Connect Expensify reimbursement data with BambooHR employee records to analyze spending patterns by department, role, or tenure and identify which teams exceed policy limits most frequently.

Expensify
Google Sheets

Expensify + Google Sheets

Connect Expensify transaction data with budget spreadsheets in Google Sheets to track actual spending against forecasts and build a kpi dashboard showing expense trends, policy compliance rates, and reimbursement cycles.

Benefits of Filament's Expensify 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 Expensify account

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

Step 2: Ask questions about your Expensify data

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

Step 3: Build Expensify 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

Expensify integration FAQ

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