Connect Microsoft Power BI and Expensya
Integrate Microsoft Power BI with Expensya to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Expense Reports from Expensya when New Dataset in Microsoft-power-bi
Add Receipt to Expensya when New Dataset in Microsoft-power-bi
Add Expense to Expensya when New Dataset in Microsoft-power-bi
List Users from Expensya when New Dataset in Microsoft-power-bi
List Categories from Expensya when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + Expensya flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Power BI
When this happens...
New Dataset
Choose an action
Expensya
Automatically do this!
List Expense Reports
Add Receipt
Add Expense
List Users
List Categories
Find Projects
List Payment Methods
List Expense Reports from Expensya when New Dataset in Microsoft-power-bi
Use this flowAdd Receipt to Expensya when New Dataset in Microsoft-power-bi
Use this flowAdd Expense to Expensya when New Dataset in Microsoft-power-bi
Use this flowList Users from Expensya when New Dataset in Microsoft-power-bi
Use this flowList Categories from Expensya when New Dataset in Microsoft-power-bi
Use this flowFind Projects in Expensya when New Dataset in Microsoft-power-bi
Use this flowList Payment Methods from Expensya when New Dataset in Microsoft-power-bi
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Expensya.
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
Do thisActions
Action is the task that follows automatically within your Microsoft Power BI integrations.
Get all Reports
Get all existing reports.
Trigger Dataset Refresh
Trigger a dataset refresh
Delete a Dataset
Delete an existing dataset
List Expense Reports
Find expense reports and return submitter, status, date, and total amount; supports search, date-range filters, status or owner filters, sorting, and pagination.
Add Receipt
Create an expense from a receipt (JPEG, PNG, PDF) and extract its details with OCR.
Add Expense
Create an expense (amount, currency, category, merchant, VAT), optionally attach a receipt or file, and submit it for approval.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Microsoft Power BI and Expensya workflows.
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About Microsoft Power BI
Microsoft Power BI is a powerful business analytics tool that enables users to visualize and share insights from their data. It provides interactive dashboards and reports, allowing organizations to make data-driven decisions efficiently.
Learn moreSimilar apps
About Expensya
Expensya (part of Medius) is an AI-powered spend and expense management platform that automates receipt capture and expense reporting with OCR, enforces policies and approvals, issues corporate/virtual cards with budgets, and supports multi-currency, multi-country compliance, and legal archiving. It integrates with ERPs, HR/payroll, banks, and travel tools to give finance teams full visibility, stronger compliance, and faster reimbursements, with interactive analytics and mobile apps.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Expensya accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Power BI and Expensya as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Expensya. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Expensya, and a separate workflow where Expensya triggers actions in Microsoft Power BI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Power BI and Expensya. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Power BI and Expensya integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
