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Documentation

A practical guide to your workspace.

Set up the essentials, give each person the right access, and build a spend process your team will actually follow. No implementation textbook required.

Start with the outcome

What do you want to fix first?

Most teams begin with one of these three jobs. You can add the rest without rebuilding your workspace.

Replace expense spreadsheets →

Import categories, invite your team, and publish a simple submission policy.

Bring cards under control →

Connect card activity, assign limits, and decide what needs review.

Clean up the accounting handoff →

Map fields and export complete batches to your general ledger.

Talk through your setup →

Send us your current process. We will point you to the shortest route.

The order we recommend

  1. Import your structure. Bring in departments, accounting categories, and the people who approve spend.
  2. Write one plain-language policy. Explain what needs a receipt, what needs pre-approval, and who owns each budget.
  3. Run one team first. Use a real week of spending to check categories, reminders, and approval paths before company-wide rollout.
  4. Connect the accounting handoff. Export a test batch and reconcile it with your ledger before automating a routine.
Need a migration checklist?

Our getting started guide includes a realistic five-day rollout and the fields to prepare before importing.