Prevent overspending by creating budgets right on your dashboard

HOW IT WORKS

01

CREATE A NEW BUDGET BY CLICKING "ADD A BUDGET"

02

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.

03

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. 

04

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.

05

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

budgeting platform
add a budget
add card holders to budgets
budget activity
budget analytics

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