Need to create or update an expense? Just ask Concierge. Whether you’re uploading a receipt, tracking mileage, or fixing a merchant name, the Expense Assistant can handle it — no forms required.

What is Concierge Expense Assistant?

Concierge’s Expense Assistant is a built-in feature that helps you manage expenses by chatting with Concierge. You can create, edit, and ask questions about receipts, purchases, and mileage — all in plain language.

Instead of filling out fields manually, just say what you need, and Concierge will do the rest.

What tasks can Concierge handle automatically?

Concierge handles many expense tasks for you behind the scenes:

Categorizes expenses based on your Workspace rules
Applies categories based on your past behavior
Adds expenses to the correct report
Moves held expenses to a new report when other expenses are submitted

How to use Concierge Expense Assistant

You can ask Concierge to take action on expenses directly in chat. Here’s what you can do:

Create expenses

Say things like:

“Create a $5 Starbucks expense for coffee with Alice”
“Record 25 miles driving for lunch with Bob”
“Add a $60 dinner expense to my New York trip report”

You can also:

Upload a receipt image directly in the chat
Email a receipt to concierge@expensify.com
Text a receipt to 47777 (US only)

Modify expenses

Ask Concierge to:

Change the merchant
Update the amount
Categorize the expense
Mark it as non-reimbursable
Add or update tags
Edit the description

Example requests:

“Change the merchant to Taco Tim’s”
“Change the amount to $6”
“Categorize this as Client Meals”
“Tag this to Bob’s Bananas”
“Update the description to matcha with Alice”

Add attendees or notes

Just include this info in your request:

“Create a $15 lunch expense with Alice and Bob”
“Add a note saying ‘team celebration lunch’”
“Add Alice as an attendee”

If something isn’t supported yet, Concierge will either ask for clarification or escalate your request.

How does Concierge know which expense to update?

Concierge uses context to figure out which expense you mean:

On an individual expense: It assumes you’re referring to that expense.
In a report chat: It narrows the search using the merchant, amount, or description.
In a workspace chat: It focuses on expenses tied to that Workspace.
In a direct message (DM): It may ask for more details if it’s unclear.

The more details you provide, the easier it is for Concierge to help.

What if I make a mistake?

No problem — just ask Concierge to fix it.

Example:

“That Starbucks expense was actually $7, not $5. Can you update it?”

Concierge will update the expense and confirm the change.

FAQ

What features are not yet supported by the Expense Assistant?

Some expense actions are not currently supported in chat, but may be added in the future:

Deleting an expense
Categorizing all expenses from a specific merchant (e.g., “Categorize all Starbucks expenses as Coffee Meetings”)
Attaching a receipt to an existing transaction via chat
Tagging expenses based on past behavior

If you request these actions, Concierge will notify you that the feature is not yet available.”

Can I use the Expense Assistant on mobile?

Yes! The Expense Assistant works the same way on both web and mobile.

Can I create mileage expenses with Concierge?

Yes — just include the number of miles and reason in your request:

“Record 20 miles for client meeting with Alice.”

Can I create an expense without a receipt?

Yes — you can log expenses with just a message. Receipts are optional unless required by your Workspace rules.

Search

Expense Assistant