Expensify world

A local Expensify workspace with expense reports, receipts, categories, tags and approval workflows. Test the approver agent that reviews reports in its inbox and enforces workspace rules.

ReportsReceiptsApprovalsCategoriesRules

Book a demo

Expensify · Inbox · Waiting on youIllustrative

Nate RuizAustin offsite6 expenses · $1,284.00 · all receipts attached9:02 AMProcessingApproved
Ivy ClarkeOctober client visits4 expenses · $612.40 · 1 missing receipt over $758:47 AMProcessingApproved
Ben OkaforSoftware subscriptions3 expenses · $147.00 · uncategorizedYesterdayProcessing
Ivy ClarkeTeam lunch1 expense · $96.00 · 2 attendeesYesterdayProcessingHeld
Lena MorseMileage Q312 distance expenses · $318.20MonProcessing

fig. 1 · illustrative replica · the agent's changes land as you scroll

What's in this world

What you get when you open Expensify. Seeded, local, yours to break.

Seeded records

reports: 50 across Open, Processing, Approved and Reimbursed
expenses: 420 with SmartScanned receipts on 380
categories: 18 synced from the accounting system
rules: Receipt required over $75, max $50 per meal per person

Agent jobs you can test

Approve or reject submitted reports
Fix categories and tags on expenses
Flag expenses that break workspace rules

What your agent can get wrong here

The reply sounds right. The record is what counts.

ActionWhat the world recordsCommon mistake

Approve a reportreport state and receipts on each expenseApproves a report with a $210 expense missing its receipt

Hold an expenseexpense hold and the comment to the submitterRejects the whole report for one over-limit meal

Categorizecategory and tag on each expensePuts software under Meals

Forward for approvalnext approver on the reportForwards to the submitter's peer instead of their manager

Example test

Describe the job. Review the checks before anything runs.

Brief · plain EnglishIllustrative

Drafted test · reviewDrafting

01Austin offsite report approved
02October client visits not approved while a receipt is missing
03Team lunch expense held at $96 for 2 attendees
04Ben Okafor's report not approved with uncategorized expenses
05Every hold has a comment to the submitter

fig. 2 · illustrative brief and drafted checks

Failures you can inject

Make it a bad day on purpose.

effectAn Integration Server job returns an error for a bad policyIDfires before the handler · state untouched · same result every run

Evidence

StatusIncluded in the closed beta, like every world in the catalog. Apply and tell us the workflow you want to test.Known limitations