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All Tutorials /Expensify

How to Add a Copilot in Expensify

Updated on:
April 18, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to add a copilot to help manage your expenses.

‍

In this tutorial, you’ll learn how to add a copilot (someone who can help manage your expenses).

  1. Open Expensify and sign in to your account.
  2. Click your profile icon at the left sidebar.
  3. Under Account Settings, click Security.
  4. Look for Copilot and click Add Copilot.
  5. At the right, enter the email address of the person you want to add.
  6. Choose their permission level.
  7. Click Add copilot.
  8. A code will be sent to your registered email to verify.
  9. Copilot is now added.

📌 Why this matters

Adding a copilot lets someone else review, approve, or manage your expenses when you're unavailable or need oversight. This becomes especially valuable when you're traveling, sick, or simply swamped with other responsibilities. Beyond convenience, having a trusted copilot creates an automatic audit trail and prevents expense reports from sitting in limbo during busy periods. Many companies actually require this kind of backup coverage for financial processes, and it can save you from scrambling to find someone with access when deadlines approach.

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