Torii integrates with Expensify and analyzes SaaS expenses.
Torii will automatically match transactions to the correct application, summarize expenses and provide insights
Torii syncs the transaction list found in reports from your Expensify account and matches SaaS-related expenses to their respective app on Torii.
The following fields of transactions are used for mapping the expense to the correct application:
Make sure you have an Expensify account and admin user
To connect Torii to Expensify you will be required to get the following from the Expensify website: Partner user ID ( 1 ) and Partner User Secret (2)
Note: to view instructions from the Expensify side click here
Get the Partner user ID and Partner User Secret
Go to https://www.expensify.com/tools/integrations/ and click on click here
A pair of credentials: partnerUserID and partnerUserSecret will be generated and shown on the page
Make sure to copy & store the
partnerUserSecretin a secure location, as it will not be shown again.
Connect Expensify integration to Torii
To connect Expensify to Torii, follow the below steps:
Go to the Integrations page and select the Expensify tile
Connect to Expensify
In the Connect Expensify enter the partnerUserID and partnerUserSecret
Provide Torii with Expensify custom view
Note, if you don't want to expose Torii to all Expensify data, you will have to create an Expensify user with a custom view and connect this user to Torii while performing the integration
Check out how to build Expensify user with a custom view from Expensify help center