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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.

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How to Add Bill.com Spend & Expense

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
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

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).
Use the sandbox environment first to test your integration before switching to production.
3

Test Connection

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

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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

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Use Cases

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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"

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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"

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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"

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Reimbursement Processing

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

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Team Management

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

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Available Tools

list_budgets — List all budgets in the organization
get_budget — Get details for a specific budget including remaining balance
list_transactions — List transactions with optional filtering by amount, date, and status
get_transaction — Get full details for a specific transaction
list_cards — List all corporate cards and their status
get_card — Get details for a specific card
list_reimbursements — List reimbursement requests with filtering
get_reimbursement — Get full details for a specific reimbursement request
list_users — List all users in the organization
get_user — Get detailed profile and access information for a specific user
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.

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Guardrails

This server is covered by the 14 universal guardrails. Server-specific guardrails are coming soon.
Configure guardrails via the Civic UI or ask the Configurator Agent: “Add guardrails to my Bill.com Spend & Expense server.”