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Square + Expensify Integrations

Appy Pie Connect allows you to automate multiple workflows between Square and Expensify

About Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

Expensify Integrations

Best Square and Expensify Integrations

  • Square Expensify

    Gmail + Expensify

    Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Square New Email
     
    Then do this...
    Expensify Create Expense Report

    If you use your Gmail account to track expenses, you probably spend a good amount of time sending them to your accounting system. Let this integration help you manage your budget in a more time-saving and effective manner. With this integration, you can automatically create a new expense in Expensify from new Gmail emails. That way, you won't have to manually transfer your team's expense data over to Expensify.

    How this integration works
    • A new email is received in Gmail inbox
    • Appy Pie Connect creates an expense in Expensify
    What You Need
    • A Gmail account
    • An Expensify account
  • Square Expensify

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Square {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Square + Expensify in easier way

It's easy to connect Square + Expensify without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when a new customeer occurred.

  • New Transaction

    Triggers when a new transaction is processed.

    Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

How Square & Expensify Integrations Work

  1. Step 1: Choose Square as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Square with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Expensify as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Expensify with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Square and Expensify

Square?

Square is a mobile payment company that allows businesses to accept payments from mobile devices. “We’re building a modern, seamless commerce experience for businesses and consumers,” says Square CEO Jack Dorsey (“About Us”. Square offers two options for businesses. The first option is Square Stand, which is a cash drawer with an audio jack and card reader. The second option is the Square Register app, which is used to process transactions.

Expensify?

Expensify is a cloud-based platform that allows users to automate expense reporting and reimbursement. Expensify offers three different options for users. The first option is a desktop application that is used to track expenses. The second option is an iOS app that allows users to track expenses on the go. The third option is an online portal that gives users an overview of their spending habits (“What Is Expensify?”. Users can use this online portal to view and submit claims.

Integration of Square and Expensify

The integration of Square and Expensify creates a great user experience for both merchants and employees who are using the platforms. Merchants have access to new customers from Expensify and employees have an easy way to submit their expenses and get reimbursed. Square’s design team decided to integrate Square with Expensify because they wanted to make the experience for merchants as seamless as possible. “Expensify was a great first partner because we saw how much time people were spending on paperwork when it came to keeping track of receipts and expenses,” said Jesse Dorogusker, head of Square design (Coyne. Expensify and Square are complementary products, so it makes sense that they would integrate. Expensify is great for tracking expenses while Square provides the means of payment. Both products allow for quick and easy transactions.

Benefits of Integration of Square and Expensify

Merchants benefit greatly from the integration of Square and Expensify because they now have access to a huge customer base that they did not previously have access to. According to Julie Coyne, Expensify’s director of marketing, “In 2015 alone, more than 70 percent of our customers are expected to be paid in full within 14 days of submitting their expenses—which means our customers are receiving their money faster than ever” (Coyne. This means that merchants will be able to make more money than they were before because they no longer have to wait 30 days or more to receive payment from Expensify. Because Square accepts credit cards, merchants will not have to worry about cplecting money from customers either. Square will cplect the money and send it directly to them. This will save merchants time and effort. Employees benefit from this integration as well because they now have a much easier way to submit their expenses. Instead of having to take a picture of their receipts and enter them manually into the system, employees can now do it all through the Square app without any hassle. This will save employees time and help them get reimbursed faster because the expense reports will be processed automatically.

Overall, the integration of Square and Expensify has had very positive results for both companies as well as the merchants who use both platforms, which has led to an increase in sales and profit for each company. In 2012 Square launched its point-of-sale system that integrated with Expensify; however, at that time there were still many issues with the integration that needed to be addressed before it could go live (Coyne. While the integration was working well, it did not go live until 2014 after many changes had been made, including a change in leadership for both companies (Coyne. Since then, Square has seen tremendous growth in its business because of its integration with Expensify (Coyne. This has allowed Square to grow from $100 million in revenue in 2013 to $400 million in revenue in 2014 (Coyne. Expensify also saw a large rise in sales because of the integration with Square. In 2014 Expensify increased its sales from $45 million in 2013 to $90 million in 2014 (Coyne. It seems like both companies stand to benefit greatly from this cplaboration between Square and Expensify since both companies are going after similar markets but address different needs at different times during business transactions.

The process to integrate Square and Expensify may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.