What flo.space prepares with Expensify
- Prepare a Expensify invoice from an approved quote
- Match an incoming payment to the right customer
- Flag balances as they age past 30, 60, and 90 days
What it reads, and what it can write
Reads · read-only to start
Only the Expensify data you connect, within the OAuth scopes you approve. flo.space reads the context it needs to prepare an action and nothing beyond it.
Writes · only on approve
Nothing writes back to Expensify until you approve it. On approval, flo.space performs the exact action you reviewed, and logs it to the audit trail.
Expensify in your stack
flo.space groups Expensify under billing & finance. Connect it and the actions it informs land in the same queue as everything else, each one carrying the records it was built from and the reasoning behind it, waiting on your approval.
Expensify describes itself as: “From unlimited receipt scanning and mileage tracking to next-day reimbursement, automate your preaccounting system with an easy to use expense tracking app.”
Connect the rest of your stack
Put Expensify on approve
Connect Expensify read only and let flo.space prepare the first wave of actions. Nothing sends until you approve.