Microsoft Office 365 + Expensify Integration
Integrate Expensify to Microsoft Office 365 in one click, or tell Integrately AI how you want each email handled. Create expenses, export reports to PDF, notify your team, and track reimbursement automatically.
Free forever.Use premium features free for 14 days.1.
Calendar event is about to start in Microsoft Office 365- Calendar event is ended in Microsoft Office 365
- Email is received in Microsoft Office 365
- Email is created in Microsoft Office 365
- Calendar event is created in Microsoft Office 365
- Calendar event is started in Microsoft Office 365
- Calendar event is updated in Microsoft Office 365
- Contact is created in Microsoft Office 365
- Contact is updated in Microsoft Office 365
2.
- Retrieve Event Attachment in Microsoft Office 365
- Retrieve Message Attachment in Microsoft Office 365
- Send email in Microsoft Office 365
- Create draft email in Microsoft Office 365
- Create event in Microsoft Office 365
- Create contact in Microsoft Office 365
- Update contact in Microsoft Office 365
- Search contact in Microsoft Office 365
Create single expense in Expensify- Create expense report in Expensify
- Export report to PDF in Expensify
Trusted by experts at...
Ready Workflows for Microsoft Office 365 + Expensify Integration
Capture expense details from emails, create single expenses, generate PDF reports, alert your finance team, and streamline preaccounting, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Expensify + Microsoft Office 365 flow
Extend your expense tracking with accounting records, team notifications, cloud backups, and task management. Pick a combination and activate it in one click.
+
QuickBooks Online (3)
QuickBooks Online (3) +
Xero (3)
Xero (3) +
Slack (3)
Slack (3) +
Google Drive (3)
Google Drive (3) +
Asana (3)
Asana (3) +
Trello (3)
Trello (3) M
E
Q
Create an Expensify expense from every new Microsoft Office 365 email, and add a matching expense in QuickBooks Online.
New receipt emails in Microsoft Office 365 instantly create an expense in Expensify and log it in QuickBooks Online without manual data entry.
M
E
Q
When a Microsoft Office 365 calendar event ends, export an Expensify report to PDF and create an invoice in QuickBooks Online.
Completed meetings generate PDF expense reports in Expensify and create invoices in QuickBooks Online automatically.
M
C
E
Q
Use Claude to extract receipt items from Microsoft Office 365 emails, create an Expensify expense, and add it to QuickBooks Online.
Claude analyses incoming Microsoft Office 365 receipt emails to create Expensify expenses and sync them directly with QuickBooks Online.
Supported triggers and actions for Microsoft Office 365 and Expensify
Mix and match to build the exact automation you need
Microsoft Office 365 Triggers & Actions
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
Try it → Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
Try it → Email is created in Microsoft Office 365
Triggers the automation when a new email is created
Try it → Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it → Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it → Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
Try it → Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
Try it → Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
Try it → What can you automate with Expensify + Microsoft Office 365?
Streamline your preaccounting and expense management by connecting Microsoft Office 365 triggers directly to Expensify actions.
🧾
Create expenses automatically from Microsoft Office 365 emails
Trigger a single expense in Expensify the moment a new receipt email is received in Microsoft Office 365. Eliminate manual copying and keep your expense tracking up to date.
📄
Capture every receipt and attachment detail
Map receipt attachments and sender details from Microsoft Office 365 messages straight into Expensify expense fields. Your preaccounting records capture complete context.
🔔
Alert your finance team instantly
Send notifications or confirmation emails via Microsoft Office 365 whenever a new Expensify report or single expense is created. Keep stakeholders informed without delay.
🔀
Route expenses based on submitted email fields
Process different expense types or departments dynamically depending on the vendor or subject line submitted in your Microsoft Office 365 emails.
🔄
Keep expense records updated as calendar events change
Automatically update Expensify reports or create follow-up actions when Microsoft Office 365 calendar events are updated or ended.
🔍
Search and update contacts without duplicates
Check existing Microsoft Office 365 contacts before creating new records, ensuring your client database remains clean and free of duplicate entries.
📊
Export reports to PDF when meetings conclude
Automatically trigger an Expensify report export to PDF the moment a Microsoft Office 365 calendar event ends, ready for archiving or client billing.
💬
Extend your expense flow to team messaging
Push newly created Expensify expenses and Microsoft Office 365 event summaries straight into Slack channels to keep your entire team aligned on expenditures.
And much more...
Who is Expensify + Microsoft Office 365 integration for?
Finance teams, project managers, and business owners relying on Microsoft Office 365 and Expensify can eliminate manual receipt logging and keep their accounting workflows perfectly aligned.
Finance analysts and controllers
Operations managers
Client account managers
Expense processors
Project coordinators
Compliance auditors
📈
Finance analysts and controllers
You're reviewing expense reports across multiple departments but your preaccounting data only updates when someone manually logs emails, so the expense totals you're auditing against are always outdated — with this integration, every receipt lands in Expensify instantly and your financial numbers stay current.
⚡
Operations managers
You need to track team travel expenses and project costs immediately as calendar events conclude, but manual report creation causes costly delays — this integration means every ended meeting triggers an Expensify expense report automatically and your operational oversight improves.
🤝
Client account managers
You answer to clients who want prompt expense documentation for billable visits, but gathering receipts from Microsoft Office 365 inboxes takes hours — connecting these apps means every email receipt generates an Expensify record instantly and client reporting becomes effortless.
📦
Expense processors
The volume of receipt emails and invoice attachments arriving in Microsoft Office 365 is too high for anyone to keep up with by hand, leading to missed filings — automating both apps means every incoming message creates an Expensify expense without manual data entry.
👥
Project coordinators
You own the reimbursement follow-up stage and depend on team members to forward receipt emails from Microsoft Office 365 before you can log them — this integration means every email creates an Expensify single expense immediately and your reimbursement pipeline keeps moving.
📋
Compliance auditors
You need a reliable history of all business expenses and keep finding gaps where receipt emails were missed or forgotten in shared inboxes — connecting these apps means every Microsoft Office 365 message creates a verified Expensify expense with zero missing records.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Microsoft Office 365 + Expensify
Build and manage your Microsoft Office 365 + Expensify automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Office 365 + Expensify with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Microsoft Office 365 + Expensify Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Microsoft Office 365 + Expensify Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Expensify to Microsoft Office 365?
You can connect Expensify to Microsoft Office 365 instantly using 1-click ready workflows on Integrately. Link your accounts, select a template, and automate your expense tracking alongside tools like QuickBooks Online, Slack, and Google Drive in minutes.
Can I automatically create Expensify expenses from Microsoft Office 365 emails?
Can I connect Expensify, Microsoft Office 365, and Slack?
What is a good Zapier alternative for Expensify and Microsoft Office 365?
How does Expensify handle expenses created from Microsoft Office 365?
Can I export Expensify reports based on Microsoft Office 365 calendar events?
How do I set up this integration without coding?
Is the Expensify and Microsoft Office 365 integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Expensify or Microsoft Office 365 With 1500+ Other Apps
Popular Expensify Integrations
Connect Expensify with accounting, payroll, and reporting tools to streamline your financial operations.
See All
Expensify Integrations
Expensify Integrations
No popular apps found
Popular Microsoft Office 365 Integrations
Sync Microsoft Office 365 with communication, CRM, and productivity platforms to keep your business connected.
See All
Microsoft Office 365 Integrations
Microsoft Office 365 Integrations
No popular apps found
