• Boomer Consulting, Inc.


The ExpensifyApproved! Banks program pairs Expensify with major banks to invest in industry-leading API technology, providing mutual customers with secure, reliable access to transaction data for smoother expense management

BORA BORA, FRENCH POLYNESIA – Expensify, the world’s most innovative expense reporting app, launched the ExpensifyApproved! Banks program today at ​ExpensiCon​ with Wells Fargo as the flagship launch partner. Under the ExpensifyApproved! Banks initiative, Expensify and Wells Fargo are deepening their existing banking integration with a strategic focus on improving the transaction import experience for mutual customers connecting personal or corporate credit cards to Expensify.

“Bank integrations have been in the Expensify DNA since day one, and the ExpensifyApproved! Banks program is the next step toward providing the most consistent transaction import for our mutual customers,” says David Barrett, founder and CEO of Expensify. “Wells Fargo has always been a great partner at the forefront of innovation, so it was a natural fit for them to be headlining the launch of our exciting new endeavor.”

All Expensify customers who connect Wells Fargo bank cards – from self-employed individuals tracking charges for tax purposes to accountants managing corporate card programs – will notice a more seamless experience from the first click. Aside from streamlined transaction import, improvements include faster card setup, easier access to historical activity, and more detailed snapshots of transaction data. In addition, mutual customers can be confident that their personal data is always protected by world-class API standards.

“We’re thrilled to lead the charge with Expensify on next-generation technology that gives mutual customers peace of mind through secure, direct access to their banking data,” says Mũthoni Kiarie, Vice President of Digital Banking at Wells Fargo. “With API connectivity, Wells Fargo cardholders in Expensify can trust that they’re getting the smoothest, most dependable transaction import experience possible. Robust card connections that run dependably in the background are the perfect complement to fully automated expense reporting in Expensify.”

As a member of the ExpensifyApproved! Banks program, Wells Fargo benefits from:

  • Secure, dependable import of credit card transactions for mutual customers

  • Access to dedicated engineering resources to build and maintain APIs

  • Enhanced product support for Wells Fargo customers

  • Exclusive partnership opportunities

  • In-product recommendations to millions of Expensify customers

In order to join the ExpensifyApproved! Banks program, bank partners are meticulously vetted and must be dedicated to Expensify’s vision of a more streamlined, secure, and integrated future. To learn more or nominate a bank partner for the program, click ​here​.


About Expensify

Expensify automates the entire receipt and expense management process with the industry's most user-friendly mobile and web app. Featuring time-saving functionality built for companies of all shapes and sizes, Expensify is the only receipt and expense management partner of the AICPA and the tool of choice for accountants around the world. 30% of the top 100 U.S. accounting firms and 70% of the top 10 U.K. firms trust Expensify for their clients. Join millions of people saving time with Expensify at use.expensify.com!