Integrations/Expensify

Control what your AI agents do in Expensify.

Let your team build AI agents for Expensify. Bollard AI controls what each one can do, area by area.

Request early accessSee how it works →
Expensify
Expense Agent
Reports Area of the accountOffReadFull use
Expenses Area of the accountOffReadFull use
Export Area of the accountOffReadFull use
Export data in bulk
What agents can do

Set what each agent can do in every area of your account.

Each area of Expensify, like reports, expenses, or export, gets one of three levels: Off, Read, or Full use. Anything not allowed is denied.

Off
No access
The agent can't open that area or see what's in it.
Read
Read-only
The agent can read reports and expenses in that area. It can't change anything.
Full use
Create and update
The agent can create and update reports in that area.

Some actions stay off until explicitly turned on

Each one copies card and expense data in bulk, moves money, or changes company settings, so it could override the limits set on individual areas.

Exporting card and expense data in bulkApproving or reimbursing reportsChanging company settings
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company's Expensify a single time. Bollard AI lays out the areas of the account, and anything you don't allow stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead, create, and update reports in a single area
Example

An expense tidy-up agent.

An expense agent builds and updates reports and can read your expenses, but it can't export data in bulk or reimburse a report.

Reports Area of the accountOffReadFull use
Expenses Area of the accountOffReadFull use
Export Area of the accountOffReadFull use

Manage access

ALLOWEDExpense Agent updated a record in Reports
ALLOWEDExpense Agent read an expense
BLOCKEDExpense Agent tried to open Export, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and Expensify, so they never hold your Expensify keys and never reach Expensify directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to Expensify. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every area starts off-limits, and exporting data in bulk is held back on top of that. An agent gets in only where you've allowed it, and anything Bollard AI doesn't recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your Expensify keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which report or expense, and the decision. The record is readable and can't be edited after the fact.

Questions

Expensify, answered.

Does connecting Expensify hand Bollard AI your whole account?+
Only the areas you allow. An admin connects your Expensify, and you decide which areas, like reports or expenses, each agent can reach. Bollard AI doesn't browse or copy your account. It sits in front of it and checks every request the agents make, passing or blocking each one.
Can an agent export our expense data or reimburse reports?+
Not unless you turn it on. Exporting card and expense data in bulk, and approving or reimbursing reports, are held off by default, so an agent can build and read reports without ever copying data out or moving money, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our Expensify keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It's never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it's not allowed to do?+
Bollard AI blocks the request before it reaches Expensify, and the blocked attempt lands in the activity record with the reason.
How do we connect Expensify?+
An admin connects the company's Expensify once. Bollard AI seals the connection and lays out the areas of the account to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team's agents to work in Expensify, without the risk.

We're onboarding our first development partners now. Tell us about your setup and we'll be in touch.

Request early accessAll integrations →