HOW IT WORKS
CREATE A NEW BUDGET BY CLICKING "ADD A BUDGET"
ENTER BUDGET DETAILS & FUND YOUR BUDGET
Name your budget, select a budget owner, the amount you want to fund your budget, and whether you want to set it to monthly, quarterly, or yearly.
ADD EMPLOYEES & ISSUE THEM CARDS TIED TO THAT BUDGET
Employee card spend is now tied to that budget. The budget owner can control their budget's spend by adding or removing funds from employee cards at any time.
CARD TRANSACTIONS ARE TRACKED & AUTO-MATCHED TO THEIR CORRESPONDING BUDGET
Every time a card is swiped or an ACH occurs it appears in the budget's spend activity section so you know where the money is being spent and by whom.
TRACK BUDGET SPEND & ADJUST IT AS NEEDED
View spend per team member and per budget. We auto-categorize every transaction to save you time. We also compare your budget's spend to the prior months. Helps close books in hours not days & integrates with Quickbooks