Add FiscalInsights to Expensify
Get full accounting alongside your expense tracking with FiscalInsights.
Why Switch from Expensify?
- ✓Full accounting
- ✓Invoicing
- ✓Tax prep
- ✓Cash flow
Quick Migration Steps
- 1.Keep or export Expensify
- 2.Sign up
- 3.Connect Expensify
- 4.Add bank accounts
- 5.Go live
Migration Guide
Expensify is excellent for what it does—receipt scanning, expense reports, and approval workflows. But it's not an accounting system. Many Expensify users realize they need invoicing, bank reconciliation, financial reports, and tax preparation in addition to expense management. FiscalInsights fills that gap perfectly, either alongside Expensify or as a complete replacement.
If you keep Expensify for your team's expense reporting workflow, the integration with FiscalInsights is seamless. Approved expense reports flow automatically into your books, properly categorized and ready for reporting. You get the best of both worlds: Expensify's polished expense management and FiscalInsights' comprehensive accounting.
Alternatively, FiscalInsights can replace Expensify entirely. The built-in receipt scanning uses the same OCR technology, expense approval workflows handle team submissions, and the AI categorization is often more accurate because it has context from your full financial picture. At $49/month for the Team plan (covering your entire team) versus Expensify's per-user pricing, the cost savings from consolidation can be substantial.
Step-by-Step Instructions
Keep or export Expensify
Decide whether to keep Expensify for expense reports or switch to FiscalInsights' built-in expense tracking. If keeping Expensify, it integrates directly with FiscalInsights. If switching, export your expense reports and transaction history from Expensify's Settings > CSV Export.
Sign up
Create your FiscalInsights account at fiscalinsights.com. During onboarding, select "Adding accounting to Expensify" if keeping both tools, or "Replacing Expensify" if switching completely.
Connect Expensify
If keeping Expensify, go to Settings > Integrations in FiscalInsights and connect your Expensify account. Approved expense reports will automatically sync as categorized transactions in FiscalInsights. If you exported data, upload it through the Migration Center.
Add bank accounts
Connect your business bank accounts and credit cards. This gives you complete financial visibility beyond just expenses—income, transfers, loan payments, and all other transactions import automatically alongside your Expensify expenses.
Go live
You now have a complete accounting system. Use Expensify for receipt scanning and expense approvals, and FiscalInsights for the full financial picture including invoicing, P&L reports, cash flow forecasting, and tax preparation.