Keep finance boards updated with settled card purchases

Finance owners miss settled card purchases, causing reconciliation gaps and audit risk. Settled purchases go to the finance board so accounting can reconcile and route transactions promptly.

Overview

Missed settled card purchases create reconciliation headaches and increase audit exposure for finance owners. This workflow ensures every settled corporate card charge becomes a board item for review and routing, eliminating missed entries and tightening audit trails. Finance leaders get clearer approvals and fewer reconciliation exceptions.

Notable Features

Create board entry for each purchase
Attach receipt and merchant details
Route transactions to approvers