• MATCHED
  • DOWNLOADED
  • PENDING
  • EXPORTED

How to reconcile corporate card transactions with your AI

Connect Expensify to your AI client once. From there, your agent handles the heavy lifting of matching card data against bank statements.

Ask AI about this page

Short answer

How do I reconcile corporate card transactions with my AI?

Your AI uses Expensify to generate reconciliation files and then downloads them for you. This allows your agent to compare card data against bank statements without manual entry. You'll get specific files ready for your accounting workflow.

The outcomes.

Where your data lands.

The AI organizes the reconciliation process into these specific outcomes.

MATCHED

Reconciled records

The AI identifies matches between card data and bank statements. You get a clean list of verified transactions.

DOWNLOADED

Ready files

The agent pulls the necessary reconciliation files directly. You receive the files needed for your accounting software.

PENDING

Human review

Discrepancies that the AI can't resolve stay flagged. You'll need to manually check these specific mismatches.

EXPORTED

Final reports

The AI generates the final reconciliation exports. These files are ready to be uploaded to your ledger.

The workflow

What your AI does when the data arrives.

The AI takes over the repetitive task of pulling and preparing files.

  1. Generate files

    Your agent triggers the creation of reconciliation files within Expensify to prepare for the matching process.

    export_reconciliation

  2. Retrieve data

    Once the files are ready, the AI pulls them from the system so you can access them immediately.

    download_file

  3. Compare statements

    The AI looks at the downloaded data to find matches between card transactions and bank records.

    download_file

  4. Prepare exports

    The agent creates the final files you need to finish the reconciliation loop.

    export_reconciliation

Try it

Copy these to start.

Use these prompts to kick off the reconciliation process.

Starting points

Swap the bracketed text for your specific Expensify details like date ranges or specific card names.

Expensify Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ie4EE7sHW9cYpZclk8tSw8uSPp4wcF4Dnc6qnBRo/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Expensify capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "expensify-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ie4EE7sHW9cYpZclk8tSw8uSPp4wcF4Dnc6qnBRo/mcp"
    }
  }
}
Copy into chat04

  • Generate a reconciliation file for my corporate card for the month of October.

  • Download the latest reconciliation file from Expensify.

  • Compare the transactions in my recent Expensify export against my bank statement.

  • Export the reconciliation report for the Q3 period.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Expensify once, then ask.

Click the link to connect your account. Your login stays encrypted on our side, and you can find the full list of capabilities on the Connector page.

Connect Expensify to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my Expensify settings?

    No. The AI only performs the specific actions of exporting and downloading files.

  • 02

    Does the AI automatically approve expenses?

    No. The AI handles the data reconciliation, but you must manually approve expenses in Expensify.

  • 03

    Can I download files directly to my desktop?

    Yes. The AI uses the download tool to provide the files you need.

  • 04

    What happens if a transaction doesn't match?

    The AI will identify the mismatch, but it won't fix it. You'll have to resolve those items yourself.

  • 05

    Can the AI delete old transactions?

    No. The AI has no capability to delete or modify existing transaction records.

  • More questions about Expensify? The Connector page answers them. See everything the Expensify Connector can do

Connect Expensify to Claude, Cursor, ChatGPT & more