What Concierge Can Do
What Concierge can help you do in Expensify
Concierge is your built-in assistant in Expensify. You can ask it questions, give it instructions, or describe what you want to do and it will respond or take action.
Use this page as a reference for the types of things you can ask Concierge to do.
If you’re not sure whether Concierge can do something, try asking—it will either take action, explain, or connect you with a human.
Who can use Concierge
All Expensify members can use Concierge.
There are no special permissions required. Concierge is available across web, mobile, email, and chat.
Learn where to find Concierge.
How to ask Concierge for help in Expensify
You can talk to Concierge like you would a coworker. You don’t need special commands—just describe what you want. Be as specific as possible for the best results.
You can:
- Ask questions
- Give instructions
- Combine multiple requests in one message
What questions you can ask Concierge about Expensify
Ask Concierge anything you’d normally search for or contact support about.
Examples:
- “How do I change my Workspace settings?”
- “Why was this expense categorized as Travel?”
- “Why was my report submitted automatically?”
- “How do reimbursements work in my Workspace?”
- “Why did my credit card transactions stop importing?”
Concierge will answer or connect you with a human if needed.
Learn about Concierge Support Agent.
What questions you can ask Concierge about your expense data
You can ask Concierge questions about your own expense data and it will look up the answer for you, instead of building a search yourself.
Examples:
- “Show all Travel expenses last month”
- “Who submitted the most expenses this quarter?”
- “How does March spending compare to February?”
- “Which expenses are still unapproved?”
- “Which workspace spent the most last month?”
You can ask in the #admins room for a workspace or in your Concierge chat. In your Concierge chat, questions can span all of the workspaces you have access to.
Learn how Concierge analyzes spend.
What issues Concierge can troubleshoot in Expensify
Describe the problem, and Concierge will help you figure it out.
Examples:
- “My card transaction isn’t showing up”
- “This report won’t submit—what’s wrong?”
- “Why was this expense marked non-reimbursable?”
- “My integration disconnected—how do I fix it?”
What actions Concierge can take on expenses
You can create or update expenses just by describing what you need.
Examples:
- “Create a $12 lunch expense for today”
- “Add a $60 dinner to my New York trip report”
- “Change this expense to Client Meals”
- “Make this expense non-reimbursable”
- “Update the amount to $45”
- “Add Alice as an attendee”
You can also upload or forward receipts, and Concierge will create the expense for you.
Learn about Concierge Expense Assistant.
What actions Concierge can take on reports
Concierge can help you manage reports without navigating through menus.
Examples:
- “Create a report for my Chicago trip”
- “Create an expense report with all of my unsubmitted expenses”
- “Submit my April expense report”
- “Retract my submitted expense report”
- “Approve Alice’s report”
- “Add this expense to my Chicago trip report”
- “Is this report reimbursable?”
- “Export this report”
Concierge can create expense reports, submit expense reports, and retract submitted expense reports when you have permission to perform those actions.
What Workspace tasks Concierge can help manage
Workspace admins can ask Concierge to perform certain administrative tasks on their behalf.
Examples:
- “Add Sarah to the Marketing Workspace”
- “Remove John from the Sales Workspace”
- “Show me the current expense rules”
- “Require receipts for expenses over $25”
- “Update the approval workflow for this Workspace”
Concierge can help manage Workspace members and configure supported expense rules based on your permissions.
What Concierge can explain about activity in Expensify
You can always ask “why” to understand what happened.
Examples:
- “Why did this get categorized as Office Supplies?”
- “Why was this report submitted automatically?”
- “Why did this expense get added to this report?”
Concierge uses your Workspace rules and past behavior to explain decisions.
Learn about Concierge Intelligence.
How Concierge can help you improve your Expensify workflow
You can describe a goal, and Concierge will help you figure out how to do it.
Examples:
- “I want to require receipts for all expenses over $25—how do I do that?”
- “How should I set up approvals for my team?”
- “What’s the best way to organize reports for travel?”
If Concierge can’t perform the exact action you’re looking for, or if you want to create specialized AI workflows for your organization, learn how to create and use Custom Agents. Custom Agents can be configured to handle specific tasks, workflows, and business processes beyond Concierge’s built-in capabilities.
What happens after you message Concierge
After you send a message:
- Concierge responds in the same chat
- Actions are completed in real time when possible
- You’ll get confirmation of any changes
- If needed, your request is escalated to a human without restarting the conversation
FAQ
Do I need to use specific commands with Concierge?
No. Just type naturally, like you’re messaging a coworker.
Can I ask multiple things in one message?
Yes. Concierge can handle multi-step or combined requests.
What if Concierge can’t help?
It will automatically connect you with a human support specialist, and you can also request one at any time.
What kinds of requests work best with Concierge?
Concierge works best when your request is clear and specific. Including details like amounts, report names, dates, or people helps Concierge take action more accurately.
Can Concierge take actions without me opening a specific expense or report?
Yes. You can describe what you want, and Concierge will find the relevant expense or report using context like names, amounts, and recent activity. If it’s unclear, Concierge will ask for more details.
Can I undo or correct something Concierge did?
Yes. Just tell Concierge what to change, and it will update or fix the action. You can also ask it to explain what it did before making changes.
Does Concierge understand context from previous messages?
Yes. Concierge remembers the context of your conversation, so you can ask follow-up questions or give additional instructions without repeating everything.
Are there things Concierge can’t do yet?
Some advanced or bulk actions may not be supported yet. If something isn’t available, Concierge will let you know or guide you to the best alternative.
