Timely + Expensify Integration | Connect with Autonoly

Connect Timely and Expensify to create powerful automated workflows and streamline your processes.
Timely
Timely

time-tracking

Powered by Autonoly

Expensify
Expensify

expense-management

Complete Timely to Expensify Integration Guide with AI Automation

1. Timely + Expensify Integration: The Complete Automation Guide

Modern businesses lose **17 hours per employee monthly** to manual data entry and workflow inefficiencies. Integrating Timely’s time-tracking precision with Expensify’s expense management eliminates this drain through **AI-powered automation**.

**Why This Integration Matters:**

**Eliminate duplicate entry** between time logs and expense reports
**Accelerate reimbursement cycles** with synchronized data
**Improve compliance** by linking billable hours to client expenses
**Enhance visibility** with unified reporting across projects

**Manual Process Challenges:**

**Data silos** requiring CSV exports/imports
**Format mismatches** between Timely’s time entries and Expensify’s receipt fields
**Version conflicts** when multiple teams update records
**Audit risks** from unsynchronized approvals

**Autonoly’s AI Advantage:**

**10-minute setup** vs. weeks of API development
**Smart field mapping** that auto-detects Timely projects ↔ Expensify categories
**Real-time sync** with <1-second latency for critical updates
**Self-healing workflows** that retry failed transactions automatically

**Business Outcomes Achieved:**

**83% faster** expense reporting cycles
**100% accuracy** in client billing alignment
**30% reduction** in accounting labor costs

2. Understanding Timely and Expensify: Integration Fundamentals

Timely Platform Overview

**Core Functionality:**

Automated time tracking with AI-powered suggestions
Project budgeting and resource allocation
Client billing integrations via detailed activity logs

**Data Structure:**

**Primary Objects:** Time entries (date/duration/project/tags), Projects (budgets/teams/clients), Activities (app/website usage)
**API Capabilities:** REST API with webhooks for real-time updates (OAuth 2.0 authentication)

**Integration Points:**

Push time entries as line items to Expensify
Sync project budgets as Expensify categories
Map Timely tags to Expensify approval workflows

Expensify Platform Overview

**Core Functionality:**

Receipt scanning and OCR
Policy-based expense approvals
Multi-currency reimbursement

**Data Architecture:**

**Primary Objects:** Reports (status/amounts/dates), Expenses (merchant/category/receipts), Policies (rules/approvers)
**Connectivity:** API v2.0 with webhook support (token-based auth)

**Automation Opportunities:**

Auto-create Expensify reports from Timely billable hours
Match Timely project codes to Expensify cost centers
Trigger approvals when Timely entries exceed budget thresholds

3. Autonoly Integration Solution: AI-Powered Timely to Expensify Automation

Intelligent Integration Mapping

Autonoly’s **AI agents analyze both platforms’ APIs** to:

Auto-match Timely’s `project_name` → Expensify’s `category`
Convert time durations (e.g., "2h 30m") to decimal hours ("2.5")
Detect and merge duplicate entries using fuzzy matching
Apply timezone conversions for global teams

Visual Workflow Builder

**Key Features:**

1. **Pre-built template** for Timely→Expensify expense creation

2. **Drag-and-drop triggers**:

- "When new Timely entry exceeds 8 hours" → "Create Expensify report with manager approval"

3. **Multi-step logic**:

- If Timely tag = "Client Billable" → Attach project contract PDF from Google Drive

Enterprise Features

**SOC 2-compliant encryption** for all data in transit/at rest
**Granular permissioning** (e.g., restrict HR from viewing finance mappings)
**Usage analytics** showing sync volumes and error rates
**Webhook failover** with 3 retry attempts before alerting

4. Step-by-Step Integration Guide: Connect Timely to Expensify in Minutes

Step 1: Platform Setup and Authentication

1. **Create Autonoly account** (free trial available)

2. **Connect Timely**:

- Navigate to Settings → API Keys
- Generate OAuth token with `time_entries:read` scope

3. **Link Expensify**:

- Use Partner API credentials (guide provided in Autonoly dashboard)

4. **Verify connections** with test API calls

Step 2: Data Mapping and Transformation

**AI-Assisted Mapping Example:**

Timely Field: `client_project_code` → Expensify Field: `expense_report.custom_field.client_id`
Transformation Rule: Concatenate `"TIMELY-" + {value}`

**Conditional Logic:**

Only sync entries where `billable_status = true`
If `duration > 4h`, add "Overtime" to Expensify description

Step 3: Workflow Configuration and Testing

**Sample Trigger:**

**Event**: New Timely entry with tag "Reimbursable"
**Actions**:

1. Create Expensify expense with receipt placeholder

2. Notify Slack channel #finance-alerts

**Test with:**

Dry-run mode using historical Timely data
Sample Expensify sandbox environment

Step 4: Deployment and Monitoring

**Go Live Checklist:**

Enable "Production" toggle in Autonoly
Set up email alerts for sync failures
Monitor first 24 hours via Autonoly’s **live data flow visualizer**

5. Advanced Integration Scenarios: Maximizing Timely + Expensify Value

Bi-directional Sync Automation

**Use Case:** Sync Expensify approvals back to Timely:

When Expensify report status changes to "Approved" → Update Timely entry with `invoice_status = processed`

**Conflict Resolution:**

Last-modified timestamp determines precedence
Manual override available via Autonoly’s **conflict dashboard**

Multi-Platform Workflows

**Example Chain:**

1. Timely entry → Expensify expense

2. Approved expense → QuickBooks Online invoice line

3. Paid invoice → Xero ledger update

Custom Business Logic

**Legal Firm Scenario:**

If Timely project = "Client Matter XYZ" → Attach Expensify receipts to Clio matter automatically

6. ROI and Business Impact: Measuring Integration Success

Time Savings Analysis

**Pre-automation**: 45 minutes daily copying data
**Post-automation**: <2 minutes verification
**Annual savings**: 190+ hours per accountant

Cost Reduction and Revenue Impact

**Error reduction**: $12,000/year saved on correction labor
**Faster billing**: 22% improvement in days sales outstanding (DSO)
**Scalability**: Handle 5x transaction volume without added staff

7. Troubleshooting and Best Practices: Ensuring Integration Success

Common Integration Challenges

**API Rate Limits**: Autonoly queues and throttles requests automatically
**Date Formats**: Use Autonoly’s `to_date()` function to standardize MM/DD vs DD/MM

Success Factors

**Monthly audits**: Verify mapping accuracy as fields evolve
**Training**: Autonoly’s **interactive simulator** for new hires

FAQ Section

1. **How long does it take to set up Timely to Expensify integration with Autonoly?**

Most users complete end-to-end setup in **under 11 minutes** using pre-built templates. Complex custom logic may add 15-20 minutes with Autonoly’s guided wizard.

2. **Can I sync data bi-directionally between Timely and Expensify?**

Yes. Autonoly supports **two-way sync** with customizable rules. Example: Push Timely entries to Expensify, then update Timely when expenses are approved.

3. **What happens if Timely or Expensify changes their API?**

Autonoly’s **AI monitors API docs 24/7** and auto-updates integrations. Customers receive 30-day advance notice for breaking changes.

4. **How secure is the data transfer between Timely and Expensify?**

All connections use **TLS 1.3 encryption** with OAuth tokens. Autonoly is **SOC 2 Type II certified** and never stores raw credentials.

5. **Can I customize the integration to match my specific business workflow?**

Absolutely. Add **conditional branches** (e.g., "If project budget > $10K, require CFO approval") or connect **3rd-party apps** like Slack for alerts.

Timely + Expensify Integration FAQ

Everything you need to know about connecting Timely and Expensify with Autonoly's intelligent AI agents

Getting Started & Setup (4)
AI Automation Features (4)
Data Management & Sync (4)
Performance & Reliability (4)
Cost & Support (4)
Getting Started & Setup

Connecting Timely and Expensify is seamless with Autonoly's AI agents. First, authenticate both platforms through our secure OAuth integration. Our AI agents will automatically configure the optimal data flow between Timely and Expensify, setting up intelligent workflows that adapt to your business processes. The setup wizard guides you through each step, and our AI agents handle the technical configuration automatically.

For the Timely to Expensify integration, Autonoly requires specific permissions from both platforms. Typically, this includes read access to retrieve data from Timely, write access to create records in Expensify, and webhook permissions for real-time synchronization. Our AI agents request only the minimum permissions necessary for your specific integration needs, ensuring security while maintaining full functionality.

Absolutely! While Autonoly provides pre-built templates for Timely and Expensify integration, our AI agents excel at customization. You can modify data mappings, add conditional logic, create custom transformations, and build multi-step workflows tailored to your needs. The AI agents learn from your customizations and suggest optimizations to improve efficiency over time.

Most Timely to Expensify integrations can be set up in 10-20 minutes using our pre-built templates. More complex custom workflows may take 30-60 minutes. Our AI agents accelerate the process by automatically detecting optimal integration patterns and suggesting the best workflow structures based on your data.

AI Automation Features

Our AI agents can automate virtually any data flow and process between Timely and Expensify, including real-time data synchronization, automated record creation, intelligent data transformations, conditional workflows, and complex multi-step processes. The AI agents excel at pattern recognition, allowing them to handle exceptions, make intelligent decisions, and adapt workflows based on changing data patterns without manual intervention.

Autonoly's AI agents continuously analyze your Timely to Expensify data flow to identify optimization opportunities. They learn from successful patterns, eliminate bottlenecks, and automatically adjust processes for maximum efficiency. This includes intelligent batching, smart retry mechanisms, and adaptive processing based on data volume and system performance.

Yes! Our AI agents excel at complex data transformations between Timely and Expensify. They can process field mappings, data format conversions, conditional transformations, and contextual data enrichment. The agents understand your business rules and can make intelligent decisions about how to transform and route data between the two platforms.

Unlike simple point-to-point integrations, Autonoly's AI agents provide intelligent, adaptive integration between Timely and Expensify. They learn from your data patterns, adapt to changes automatically, handle exceptions intelligently, and continuously optimize performance. This means less maintenance, better data quality, and integration that actually improves over time.

Data Management & Sync

Our AI agents manage intelligent, real-time synchronization between Timely and Expensify. Data flows seamlessly through encrypted APIs with smart conflict resolution and data validation. The agents can handle bi-directional sync, field mapping, and ensure data consistency across both platforms while maintaining data integrity throughout the process.

Autonoly's AI agents include sophisticated conflict resolution mechanisms. When conflicts arise between Timely and Expensify data, the agents can apply intelligent resolution rules, such as prioritizing the most recent update, using custom business logic, or flagging conflicts for manual review. The system learns from your conflict resolution preferences to handle similar situations automatically.

Yes, you have complete control over data synchronization. Our AI agents allow you to specify exactly which data fields, records, and conditions trigger sync between Timely and Expensify. You can set up filters, conditional logic, and custom rules to ensure only relevant data is synchronized according to your business requirements.

Data security is paramount in our Timely to Expensify integration. All data transfers use end-to-end encryption, secure API connections, and follow enterprise-grade security protocols. Our AI agents process data in real-time without permanent storage, and we maintain SOC 2 compliance with regular security audits to ensure your data remains protected.

Performance & Reliability

Autonoly processes Timely to Expensify integration workflows in real-time with typical response times under 2 seconds. For bulk operations, our AI agents can handle thousands of records per minute while maintaining accuracy. The system automatically scales based on your workload, ensuring consistent performance even during peak activity periods.

Our AI agents include robust failure recovery mechanisms. If either Timely or Expensify experiences downtime, workflows are automatically queued and resumed when service is restored. The agents can also implement intelligent backoff strategies and alternative processing routes when available, ensuring minimal disruption to your business operations.

Autonoly provides enterprise-grade reliability for Timely to Expensify integration with 99.9% uptime. Our AI agents include built-in error handling, automatic retry mechanisms, and self-healing capabilities. We monitor all integration workflows 24/7 and provide real-time alerts for any issues, ensuring your business operations continue smoothly.

Yes! Autonoly's infrastructure is built to handle high-volume operations between Timely and Expensify. Our AI agents efficiently process large amounts of data while maintaining quality and accuracy. The system automatically distributes workload and optimizes processing patterns for maximum throughput without compromising performance.

Cost & Support

Timely to Expensify integration is included in all Autonoly paid plans starting at $49/month. This includes unlimited AI agent workflows, real-time processing, and all integration features. Enterprise customers with high-volume requirements can access custom pricing with dedicated resources and priority support for mission-critical integrations.

No, there are no artificial limits on data transfers between Timely and Expensify with our AI agents. All paid plans include unlimited integration runs, data processing, and workflow executions. For extremely high-volume operations, we work with enterprise customers to ensure optimal performance and may recommend dedicated infrastructure.

We provide comprehensive support for Timely to Expensify integration including detailed documentation, video tutorials, and live chat assistance. Our team has specific expertise in both platforms and common integration patterns. Enterprise customers receive dedicated technical account managers and priority support for complex implementations.

Yes! We offer a free trial that includes full access to Timely to Expensify integration features. You can test data flows, experience our AI agents' capabilities, and verify the solution meets your needs before subscribing. Our team is available to help you set up a proof of concept for your specific integration requirements.

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Built-in Security Features
Data Encryption

End-to-end encryption for all data transfers

Secure APIs

OAuth 2.0 and API key authentication

Access Control

Role-based permissions and audit logs

Data Privacy

No permanent data storage, process-only access

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Lisa Thompson

Director of Automation, TechStart Inc

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Integration Capabilities
REST APIs

Connect to any REST-based service

Webhooks

Real-time event processing

Database Sync

MySQL, PostgreSQL, MongoDB

Cloud Storage

AWS S3, Google Drive, Dropbox

Email Systems

Gmail, Outlook, SendGrid

Automation Tools

Zapier, Make, n8n compatible

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