> ## Documentation Index
> Fetch the complete documentation index at: https://docs.civic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bill.com Spend & Expense

> Manage budgets, transactions, cards, reimbursements, and users through Bill.com's Spend & Expense API

## 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](/civic/reference/servers/bill), which handles accounts payable and receivable.

## How to Add Bill.com Spend & Expense

<Steps>
  <Step title="Get Your API Token">
    1. Log in to [Bill.com](https://app.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.
    </Warning>
  </Step>

  <Step title="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.
    </Tip>
  </Step>

  <Step title="Test Connection">
    Start with `"List all budgets"` or `"Show me recent transactions"` to verify the connection.
  </Step>
</Steps>

## What You Can Do

<CardGroup cols={2}>
  <Card title="Budget Management" icon="wallet">
    List budgets, check remaining balances, and monitor departmental spending
  </Card>

  <Card title="Transaction Tracking" icon="receipt">
    View recent transactions, filter by amount or date, and get transaction details
  </Card>

  <Card title="Card Management" icon="credit-card">
    List active cards, view card details, and track spending by card
  </Card>

  <Card title="Reimbursements" icon="money-bill-transfer">
    View pending and completed reimbursement requests with full details
  </Card>

  <Card title="User Management" icon="users">
    List organization users, view profiles, and check access levels
  </Card>
</CardGroup>

## 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

<AccordionGroup>
  <Accordion title="list_budgets">
    `list_budgets` — List all budgets in the organization
  </Accordion>

  <Accordion title="get_budget">
    `get_budget` — Get details for a specific budget including remaining balance
  </Accordion>

  <Accordion title="list_transactions">
    `list_transactions` — List transactions with optional filtering by amount, date, and status
  </Accordion>

  <Accordion title="get_transaction">
    `get_transaction` — Get full details for a specific transaction
  </Accordion>

  <Accordion title="list_cards">
    `list_cards` — List all corporate cards and their status
  </Accordion>

  <Accordion title="get_card">
    `get_card` — Get details for a specific card
  </Accordion>

  <Accordion title="list_reimbursements">
    `list_reimbursements` — List reimbursement requests with filtering
  </Accordion>

  <Accordion title="get_reimbursement">
    `get_reimbursement` — Get full details for a specific reimbursement request
  </Accordion>

  <Accordion title="list_users">
    `list_users` — List all users in the organization
  </Accordion>

  <Accordion title="get_user">
    `get_user` — Get detailed profile and access information for a specific user
  </Accordion>
</AccordionGroup>

***

<Note>
  **Separate from AP/AR** — This server is distinct from the [Bill.com server](/civic/reference/servers/bill) 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.
</Note>

***

## Guardrails

This server is covered by the [14 universal guardrails](/civic/concepts/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."
</Tip>