Accounting integrations including QuickBooks and Xero

Accounting Integrations

Simplify bookkeeping and speed up monthly closing. Import your GL account, class, and location values from your accounting software and customize them to meet your specific needs. From there, easily code transactions directly and export or sync data with your accounting software.

Auto Categorization

Our intuitive auto categorization capability lets you have categories auto-populate for each transaction. You can also set rules for each type of transaction based on a specific user, card, department, merchant, or merchant category.

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create tags and notes

Transactions & Reporting

With our spend controls, intuitive receipt capture, ability to add tags and notes, and easy search and filtering tools, your team doesn’t need to spend hours on paperwork. They get to focus on productivity, and you don’t have to chase down expenses.

Spend Management Tips & Insights

reconciliation blog image


5 Simple Steps to Streamline Your Reconciliation Process

5 steps that can unlock efficiency and ease in your reconciliation accounting

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