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Set up Expensify integration

Expensify is a software solution that automates the receipt and expense management process. Gusto connects to Expensify to automatically import your team info from Gusto to Expensify.

Gusto will share:

  • Reporting structures.
  • When a new full-time, active employees is added to Gusto.
    • When this happens they will automatically be asked to set up their Expensify accounts as soon as they're hired.
  • Termination dates.
    • Employees’ Expensify accounts will be automatically deactivated on their termination date in Gusto.

Please note, this integration is a one-way sync from Gusto to Expensify. Reimbursements from Expensify do NOT sync to Gusto. Your employees must still finish setting up some portions of their profile within Expensify. 

New Expensify users will get 50% off their first three months.

Getting started

  1. You must be an admin in both Gusto and Expensify.
  2. You must have a Corporate policy in Expensify to integrate with Gusto.
    • If you aren’t already on a Corporate policy then you'll have the opportunity to upgrade during setup.
  3. Every employee profile in Gusto must have an email address.
    • This is how each employee will sign into Expensify.
    • Users can add multiple secondary logins to their Expensify account. If an employee uses a personal email in Gusto and a work email in Expensify, they can add their personal email as a secondary email in Expensify.
  4. Gusto will add all employees to one Expensify policy.
    • If your company uses multiple Expensify policies, you'll have the option to choose which policy to connect to during the setup process.

Integration setup

  1. Sign in to your Expensify account.
  2. Navigate to Admin and select the Policy Name.
  3. Click Connections.
  4. Scroll down to HR Integrations > Gusto and select the Connect to Gusto radio button.
  5. Click Connect with Gusto.
  6. Use your Gusto admin credentials to sign in and Authorize Expensify to access your Gusto account.
  7. Configure the connection by selecting the approval workflow that works best for your team.
    • Basic Approval:  Each employee will submit expense reports to one final approver. By default, the final approver is the policy's Billing Owner in Expensify.
    • Manager Approval: Expense reports will first be submitted to each employee's direct manager as listed in Gusto, and then forwarded to one final approver. By default, the final approver is the policy's Billing Owner in Expensify.
    • Configure Manually: Use the People table to manually configure how employees submit reports. In this case, you're choosing to not import an employee's manager. You will need to manually set and update the approval workflow for each employee. If your team has a highly complex approval workflow, this option will allow for multi-tiered approval chains. For more information on Advanced Approval, visit Expensify’s help doc.

Each employee will receive a welcome email along with a request to validate their account and choose a password. Employees can also download Expensify’s mobile app to their iOS or Android devices.