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How to Connect Act! with Expensify (2026)

Act!

★★★ 3.7
Crm Small Business Crm

A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Full Review
Expensify

Expensify

★★★★ 4.3
Expense Management Finance Accounting

An expense management platform with receipt scanning, automatic expense reporting, and corporate card reconciliation.

Full Review

About These Tools

Act!: A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Expensify: An expense management platform with receipt scanning, automatic expense reporting, and corporate card reconciliation.

Key Features

Act!

  • Contact management
  • Opportunity tracking
  • Marketing automation
  • Custom dashboards
  • Mobile access
  • Integration

Expensify

  • Receipt scanning
  • SmartScan OCR
  • Automatic reports
  • Corporate card sync
  • Mileage tracking
  • Approval workflows

Pricing

Act!

Subscription $30-$50/user/month

Expensify

Freemium Free-$18/user/month

Detailed integration guide coming soon. We're researching the specific ways Act! and Expensify work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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