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

Error	Cause	Solution
Auth Failed	Invalid credentials	Check partner info
Scan Failed	Image quality	Retake photo
Report Error	Missing data	Complete fields
Approval Failed	Policy violation	Review expense

Notes

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