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Bill.com Spend & Expense

Overview​

The Bill.com Spend & Expense server provides access to Bill.com's expense management platform — budgets, transactions, corporate cards, reimbursements, and user administration. This is a separate server from the Bill.com AP/AR server, which handles accounts payable and receivable.

How to Add Bill.com Spend & Expense​

  1. 1
    Get Your API Token
    1. Log in to Bill.com
    2. Navigate to Settings → Developer → API
    3. Generate a new API token for the Spend & Expense product
    warning

    This API token is separate from the Bill.com AP/AR API key. Make sure you are generating a token for the Spend & Expense product specifically.

  2. 2
    Add to Civic

    Add the Bill.com Spend & Expense server to your Civic environment through the server directory. You will be prompted to provide your API token and choose your environment (sandbox or production).

    tip

    Use the sandbox environment first to test your integration before switching to production.

  3. 3
    Test Connection

    Start with "List all budgets" or "Show me recent transactions" to verify the connection.

What You Can Do​

Budget Management

List budgets, check remaining balances, and monitor departmental spending

Transaction Tracking

View recent transactions, filter by amount or date, and get transaction details

Card Management

List active cards, view card details, and track spending by card

Reimbursements

View pending and completed reimbursement requests with full details

User Management

List organization users, view profiles, and check access levels

Use Cases​

Budget Oversight​

  • Department Budgets: "Show me the budget for the Marketing department"
  • Budget Tracking: "What's the remaining budget for Q1?"
  • Budget Summary: "List all budgets"

Expense Tracking​

  • Recent Activity: "Show me recent transactions"
  • High-Value Transactions: "List all transactions over $500 this month"
  • Transaction Details: "Get details for transaction TXN-12345"

Card Administration​

  • Active Cards: "List all active cards"
  • Card Spending: "Which cards have the highest spending this month?"
  • Card Details: "Show me card details for card ending in 1234"

Reimbursement Processing​

  • Pending Requests: "Show me pending reimbursement requests"
  • Monthly Summary: "List all reimbursements for this month"

Team Management​

  • User List: "List all users in my organization"
  • Access Audit: "Who has admin access?"

Available Tools​

list_budgets

list_budgets — List all budgets in the organization

get_budget

get_budget — Get details for a specific budget including remaining balance

list_transactions

list_transactions — List transactions with optional filtering by amount, date, and status

get_transaction

get_transaction — Get full details for a specific transaction

list_cards

list_cards — List all corporate cards and their status

get_card

get_card — Get details for a specific card

list_reimbursements

list_reimbursements — List reimbursement requests with filtering

get_reimbursement

get_reimbursement — Get full details for a specific reimbursement request

list_users

list_users — List all users in the organization

get_user

get_user — Get detailed profile and access information for a specific user

note

Separate from AP/AR — This server is distinct from the Bill.com server for accounts payable and receivable. Use this server for expense management; use Bill.com AP/AR for invoices, bills, and vendor payments.

Organization scoped — All queries are scoped to the configured Organization ID.

Sandbox available — Test against the sandbox environment before switching to production.

Guardrails​

This server is covered by the 14 universal guardrails. Server-specific guardrails are coming soon.

tip

Configure guardrails via the Civic UI or ask the Configurator Agent: "Add guardrails to my Bill.com Spend & Expense server."