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VictoriaExpensify merged 2 commits into from
Jun 24, 2026
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[No QA] Revise upcoming features AgentZero reference doc #94388

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Revise upcoming features and internal scope for AgentZero
stephanieelliott Jun 24, 2026
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Update AgentZero-Upcoming-Features.md
stephanieelliott Jun 24, 2026
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70 changes: 41 additions & 29 deletions docs/articles/Unlisted/AgentZero-Upcoming-Features.md
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Expand Up @@ -4,7 +4,7 @@ description: Internal reference of planned and coming-soon features for AgentZer
keywords: upcoming features, roadmap, coming soon, AgentZero reference
noindex: true
sitemap: false
internalScope: For AgentZero and internal tooling only. Use this page to give accurate, forward-looking answers about features that are planned but not yet generally available. Do not expose this URL in end-user-facing help.
internalScope: For AgentZero and internal tooling only. Use this page to give accurate, forward-looking answers about features that are planned but not yet generally available. Do not expose this URL in user-facing help.
---

# AgentZero Reference: Upcoming Features (New Expensify)
Expand All @@ -17,69 +17,81 @@ This page is a **reference for AgentZero** only. It lists features that are plan

## Expense & Report Management

- **Recurring expense templates** – Save and reuse expense templates (e.g. monthly parking, subscriptions) for faster entry instead of re-entering the same expenses each time.
- **Report templates** – Create report templates with default workspace, categories, and approval flow for frequent report types.
- **Approver reminders for outstanding reports** – Optional reminders for approvers when submitted reports have been waiting for approval beyond a set time.
- **Advanced duplicate detection** – Smarter, more reliable detection of duplicate expenses across card feeds and manual entries, with clearer violation messaging to reduce confusion for submitters and admins.
- **Mileage rate effective dates & auto-update** – Support for date-based mileage rate configuration so that rate changes apply from a specific date, plus automatic seeding of distance rates for supported markets.
- **Nice merchant naming** – Automatic cleanup of raw card statement merchant strings (e.g. `SQ *COFFEE` → "Blue Bottle Coffee") so expenses show readable, recognizable merchant names without manual correction.
- **Bulk report PDF export** – Export multiple expense report PDFs at once from search results or a filtered view, rather than downloading one at a time.
- **Cross-period expense exporting** – When exporting grouped report transactions to an accounting system, allow expenses from different accounting periods to be split across the correct periods rather than all landing on one date.
- **Export filtered views** – Export the results of any in-app filtered or searched view directly to CSV or an accounting integration, without needing to manipulate data externally.
- **Submit via PDF (Submit workspace)** – Allow employees using a Submit workspace to generate a PDF of their expense report directly, without needing to submit to themselves as a workaround.
- **Multiple approval paths per approver** – Support for approvers who manage more than one approval workflow or department, so expenses route correctly regardless of which workspace or category they belong to.
- **Personal expense repayments** – When an employee accidentally charges a personal expense to a company card, allow them to repay it directly through Expensify rather than going outside the platform.
- **Pending BYOC transactions** – Show pending (not-yet-settled) card transactions from Bring Your Own Card feeds in New Expensify, matching the real-time visibility employees expect from their banking apps.

---

## Workspace & Policy

## Workspace Configuration
- **Replace workspace deletion with archiving** – Instead of permanently deleting a workspace, allow admins to archive it — preserving history and settings while removing it from active use. Archived workspaces can be restored if needed.

- **Workspace presets** – Quick-start workspace templates (e.g. "Small business", "Enterprise") to reduce initial workspace setup time.
---

## Integrations & Accounting
## Approvals & Delegation
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- **Sync status dashboard** – A central view showing sync health, errors, and last successful sync across all accounting connections in one place.
- **Mapping recommendations** – AI-assisted suggestions for chart of accounts and category mapping during accounting integration setup.
- **Copilot V2** – A redesigned delegated-access (Copilot) experience, allowing assistants and delegates to act on behalf of colleagues with clearer permission scopes and a better in-app experience.
- **Domain admin–managed Copilots** – Allow domain admins to assign and manage Copilot (delegate) relationships on behalf of domain members, rather than requiring each user to configure their own delegation.
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---

## Expensify Card & Company Cards
## Integrations & Accounting
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- **Card design customization** – Custom card designs and additional visual options for Expensify Card programs.
- **Certinia integration** – Native connection between New Expensify and Certinia (formerly FinancialForce), allowing direct export of expense data into Certinia without manual workarounds.
- **Rillet integration** – Native accounting integration with Rillet, a modern general ledger for US-based companies, enabling direct sync of expenses and reports.
- **Puzzle.io integration** – Native accounting integration with Puzzle.io, adding support for startups and SMBs using Puzzle as their accounting system.
- **Microsoft Dynamics 365 Business Central integration** – Native integration with Microsoft Dynamics 365 Business Central, covering a significant share of SMB and mid-market accounting users who currently rely on manual CSV/API workarounds.
- **NetSuite REST API migration** – Move the NetSuite integration from the legacy SuiteTalk SOAP API to the modern REST API, improving reliability, sync speed, and long-term supportability.
- **HR system import via merge.dev** – Connect New Expensify to a wide range of HR platforms (BambooHR, Workday, HiBob, and others) via merge.dev, automatically syncing employee data, org structure, and approval hierarchies.
- **Extend OAuth to the Integration Server (IS)** – Extend the OAuth framework (originally built for MCP integrations) to the Integration Server API, making it easier for third-party developers to build secure integrations with Expensify.

---

## Payments & Reimbursements
## Expensify Card & Company Cards
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- **Payment scheduling** – Schedule batch payments for approved reports on a future date (e.g. weekly pay runs).
- **Reimbursement deposit notifications** – Dedicated in-app and email notifications when a reimbursement is initiated, in transit, or deposited.
- **Biometric 3DS authentication** – Add biometric (Face ID / fingerprint) support for 3D Secure card authentication challenges, replacing the current SMS OTP flow for a faster, more secure checkout experience.
- **Real-time card disputes** – Allow cardholders to initiate and track Expensify Card transaction disputes directly in-app with real-time status updates, rather than going through a manual support process.

---

## Travel
## Payments & Reimbursements

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Heading violation: ## Payments & Reimbursements is a noun/topic-only heading. Per Section 2, ## headings must be task-based. Rephrase, e.g. ## What payment and reimbursement features are coming soon.


- **Travel policy rules** – Stricter enforcement of booking rules (e.g. class of service caps, advance booking requirements, price limits) with clear messaging when a booking falls outside policy.
- **Trip templates** – Reusable trip templates for common routes or recurring event types.
- **Travel reporting dashboard** – Dedicated travel spend and compliance views for admins, separate from general expense reporting.
- **Global reimbursements improvements** – An improved global reimbursement pathway expanding the reach and reliability of cross-border employee reimbursements.
- **Allow companies to pay FX conversion costs** – Give workspace admins the option to absorb foreign exchange conversion costs on global reimbursements, so employees are not penalized for cross-border payments.
- **Collect-only deposit accounts** – Support deposit accounts that are configured to receive funds only (no outbound payments), enabling use cases where a company wants to collect reimbursements or transfers without exposing a full bank account.
- **Bill Pay in New Expensify** – Bring vendor bill payment functionality to New Expensify, allowing companies to pay bills directly through the platform.

---

## Search, Insights & Export
## Insights & Reporting
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- **Scheduled exports** – Automated CSV or integration exports on a recurring schedule (e.g. weekly, monthly).
- **Insights in New Expensify** – A dedicated Insights section for New Expensify, bringing spend analytics, policy compliance views, and trend reporting directly into the platform for admins and finance teams.
- **Insights: violation reporting** – The first release of violation-specific insights, surfacing patterns in policy violations across the workspace so admins can identify and address compliance gaps.

---

## Security & Compliance
## Login & Security
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- **Additional 2FA methods** – Support for second-factor authentication methods beyond authenticator apps, such as hardware security keys.
- **Audit log export** – Export workspace audit logs for compliance reviews and internal auditing.
- **Data residency** – Options for data storage in specified geographic regions where applicable.
- **Simplified passwordless login** – Improve the Magic Code login experience to reduce friction for users who struggle with the current flow, while maintaining strong account security.
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---

## Help & Localization
## AI & Automation
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- **Help articles in more languages** – Expanded localization of help center content beyond English.
- **Custom Agents & Agent Rules – General Release** – Graduate Custom Agents and Agent Rules from beta to general availability, making it possible for all workspaces to configure AI-powered agents with tailored behavior and rules.

---

- When a member asks "Is X available?" or "When is Y coming?" – check this list before answering.
## AgentZero Usage Notes
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- When a member asks "Is X available?" or "When is Y coming?" — check this list before answering.
- Point members to existing, shipped documentation for what is available today.
- Do not cite this page or its URL in member-facing responses.
- Point users to existing, shipped documentation for what is available today.
- Do not cite this page or its URL in end-user-facing responses.
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