• PENDING
  • APPROVED
  • DETAILS
  • HUMAN

How to track expense report status with your AI

Connect Expensya to your AI client once. After that, you can ask questions about your money and reimbursement progress in plain English.

Ask AI about this page

Short answer

Can I check my reimbursement status with AI?

Yes. Your AI pulls your specific expense reports and individual line items from Expensya. You'll get a clear view of what's pending or already approved. Here is how the data flows.

Status tracking

Where your updates land.

The AI pulls data from Expensya and organizes it into these specific views.

PENDING

Unfinished requests

The AI identifies reports that haven't been cleared yet. You'll see exactly which submissions are still waiting for a manager's eyes.

APPROVED

Cleared reimbursements

Get a list of reports that have passed review. This confirms your money is on its way.

DETAILS

Individual expense items

If you need to dig deeper, the AI pulls specific line items from your reports to verify amounts or dates.

HUMAN

Manual corrections

If a report is rejected or needs a receipt update, you'll need to log in to Expensya directly to fix it.

The workflow

What your AI does when you ask about expenses.

The AI acts as a bridge between your chat interface and your Expensya account.

  1. Fetch report list

    The AI looks up your recent submissions to see the current state of your filings.

    list_expense_reports

  2. Check specific items

    It pulls the granular details of individual costs to confirm they match your records.

    list_expenses

  3. Filter by status

    The AI sorts through the data to separate approved items from those still being processed.

    list_expense_reports

  4. Summarize progress

    It translates the raw data into a simple answer about your reimbursement timeline.

    list_expense_reportslist_expenses

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are just ideas. Swap out the specific report names or dates to match your actual Expensya data.

Expensya Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_FVIdoat0Oxn3LVA17DyAga46ETYqkFqnJp9zXwkt/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 — Expensya capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "expensya-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_FVIdoat0Oxn3LVA17DyAga46ETYqkFqnJp9zXwkt/mcp"
    }
  }
}
Copy into chat04

  • What is the status of my 'March Travel' expense report?

  • Show me all my pending expense reports from this month.

  • List my approved expenses for the London trip.

  • Are there any expenses in my recent reports that haven't been approved yet?

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

Start here

Connect Expensya once, then ask.

Just follow the link to link your account. Your credentials stay encrypted, and you can start chatting with your data immediately.

Connect Expensya to your AI

FAQ

How this task behaves.

  • 01

    Can the AI approve my expenses for me?

    No. The AI can only read your report status. You must log in to Expensya to approve or reject anything.

  • 02

    Can I upload new receipts through the AI?

    No. This connection is for monitoring and retrieving data. Receipt uploads must happen in the Expensya app.

  • 03

    Does the AI see all my company's expenses?

    No. The AI only sees the data you have permission to access within your Expensya account.

  • 04

    Can the AI change the amount on a report?

    No. The AI cannot edit, delete, or modify any existing expense reports or line items.

  • 05

    How often does the AI see updates?

    The AI sees real-time data because it pulls directly from Expensya every time you ask a question.

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

Connect Expensya to Claude, Cursor, ChatGPT & more