Expensify Skill

Expense management and receipt scanning.

Quick Install

curl -sSL https://canifi.com/skills/expensify/install.sh | bash

Or manually:

cp -r skills/expensify ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set EXPENSIFY_PARTNER_ID "your_partner_id"
canifi-env set EXPENSIFY_PARTNER_SECRET "your_secret"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you’re comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

1. Scan Receipts: SmartScan receipt capture
2. Create Reports: Build expense reports
3. Submit Expenses: Send for approval
4. Track Mileage: Log travel expenses
5. Corporate Cards: Manage company cards

Usage Examples

Scan Receipt

User: "Scan this receipt"
Assistant: Processes with SmartScan

Create Report

User: "Create expense report for last trip"
Assistant: Generates report

Submit Report

User: "Submit my expense report"
Assistant: Sends for approval

Log Mileage

User: "Log 50 miles for client visit"
Assistant: Creates mileage entry

Authentication Flow

1. Partner credentials
2. API integration
3. SSO support
4. Bank connections

Error Handling

Notes

• SmartScan AI
• Policy enforcement
• Multi-currency
• Corporate cards
• Accounting integrations
• Mobile receipt capture