Integrations

Connect Expensicat with your existing business tools to create a seamless financial automation workflow. Import invoices from Gmail, sync with your accounting software, and eliminate manual data entry.

Integrations Overview

One Platform, All Your Tools

Stop switching between apps and manually copying data. Our integrations connect your favorite business tools to create a unified financial management system that works automatically.

Key Integration Categories

📧 Email Platforms Automatically import invoices and receipts from Gmail, Outlook, and other email providers.

💼 Accounting Software Sync seamlessly with QuickBooks, Xero, FreshBooks, and other accounting platforms.

💳 Payment Processors Connect Stripe, PayPal, Square, and other payment gateways for automatic transaction syncing.

🏦 Banking Partners Direct integration with 12,000+ banks and financial institutions worldwide.

Email Integration Magic

Gmail Integration

• Automatic Invoice Detection: AI scans your Gmail for invoices and receipts
• Smart Forwarding: Forward receipts to your dedicated Expensicat email
• Attachment Processing: Extract data from PDF invoices and image receipts
• Vendor Recognition: Automatically identify and categorize vendors

Outlook Integration

• Office 365 Sync: Seamless integration with Microsoft Office 365
• Exchange Support: Works with Exchange servers and hosted email
• Calendar Integration: Link expenses to calendar events and meetings
• Contact Sync: Automatically match vendors with your contact list

Email Integration Flow

Accounting Software Connections

QuickBooks Integration

• Two-Way Sync: Bidirectional data flow between QuickBooks and Expensicat
• Chart of Accounts: Automatically map categories to your existing chart of accounts
• Customer Sync: Keep customer information synchronized
• Tax Categories: Maintain tax category mappings for accurate reporting

Xero Integration

• Real-Time Sync: Instant synchronization of transactions and invoices
• Bank Reconciliation: Automated bank reconciliation across both platforms
• Multi-Currency: Support for international transactions and currencies
• Approval Workflows: Maintain approval processes across both systems

FreshBooks Integration

• Project Sync: Link expenses to specific projects and clients
• Time Tracking: Sync time entries for accurate project billing
• Expense Claims: Automated expense claim processing
• Client Portal: Maintain client portal access with synchronized data

Payment Platform Integrations

Stripe Integration

• Automatic Transaction Import: All Stripe transactions sync automatically
• Customer Matching: Match payments to existing customers and invoices
• Subscription Tracking: Monitor recurring revenue and subscription metrics
• Refund Handling: Automatically process refunds and chargebacks

PayPal Integration

• Business Account Sync: Connect your PayPal business account
• International Payments: Handle multi-currency PayPal transactions
• Fee Tracking: Automatically track PayPal fees as expenses
• Dispute Management: Monitor and track payment disputes

Payment Integration Dashboard

Productivity Tool Connections

CRM Integrations

• Salesforce: Sync customer data and link expenses to opportunities
• HubSpot: Connect deals with associated expenses and invoices
• Pipedrive: Track sales pipeline costs and client expenses
• Zoho CRM: Maintain unified customer records across platforms

Project Management

• Asana: Link expenses to specific projects and tasks
• Trello: Track project-related expenses on boards and cards
• Monday.com: Sync financial data with project timelines
• Notion: Embed financial reports in your workspace

Communication Tools

• Slack: Get financial alerts and notifications in your channels
• Microsoft Teams: Share reports and collaborate on financial data
• Discord: Automated notifications for team financial updates
• Webhooks: Custom integrations with any tool that supports webhooks

Advanced Integration Features

API Access

• RESTful API: Full API access for custom integrations
• Webhooks: Real-time notifications for system events
• OAuth 2.0: Secure authentication for third-party applications
• Rate Limiting: Enterprise-grade API with generous rate limits

Automation Rules

• Conditional Logic: Create if-then rules for automatic actions
• Multi-Step Workflows: Chain multiple actions together
• Scheduled Tasks: Run automations on schedules
• Error Handling: Robust error handling and retry logic

Automation Workflow

Security & Compliance

All integrations are built with security and compliance in mind:

• OAuth 2.0 Authentication: Secure, token-based authentication
• Data Encryption: All data encrypted in transit and at rest
• Audit Trails: Complete logs of all integration activities
• Compliance Ready: SOC 2, GDPR, and other compliance standards

Getting Started

Setting up integrations is quick and easy:

1. Choose Integration: Select from our library of pre-built integrations
2. Authenticate: Securely connect your accounts with OAuth
3. Configure: Set up sync rules and automation preferences
4. Activate: Start syncing data automatically

Popular Integration Workflows

The Freelancer Stack

Gmail → Expensicat → QuickBooks → Stripe Automatic invoice processing from email to payment

The Consultant Setup

Outlook → Expensicat → Xero → PayPal Expense tracking with professional accounting integration

The Small Business Flow

Multiple Banks → Expensicat → FreshBooks → Multiple Payment Processors Complete financial automation for growing businesses

Request Custom Integrations

Don't see your favorite tool? We're constantly adding new integrations based on user demand. Contact us to request custom integrations for your specific business needs.

Explore All Integrations →