Features / Agent payments
Agent payments
Give trusted staff an agent that can pay for things, with approval on every purchase and limits set by admins. Card numbers never touch the chat.
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Secure virtual cards from our payments provider
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Switched on per person by admins, for example managers only
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Per-purchase and monthly spending limits
What you get
- Secure virtual cards from our payments provider
- Switched on per person by admins, for example managers only
- Per-purchase and monthly spending limits
- You approve the exact amount before every payment
- One-off purchases and bookings, including venue deposits and card holds
- A fresh single-use card for every purchase, closed straight after
- Receipts matched automatically from your inbox, and invoices chased after a booking
- Download every receipt in one ZIP for your accountant
- Reports for any period, for one person or the whole team
- Company spending policy blocks gambling and other categories, even at the card network
- Pay with a business card, your own personal card, or claim it back as an expense
- Backup cards take over automatically if a card is declined
- Expense claims with approval, PDF and CSV export, and polite reminders
- Receipt copies and a monthly report emailed to your finance contact or accountant
More features
Expenses: mileage, travel and reports
Automatic mileage, travel and hotel expenses, claims and team reports in one place.
Dashboards and sites
Ask your agent to build a live dashboard, report or web page and share it.
Documents, decks and spreadsheets
Ask for a letter, report, deck or spreadsheet and get a real, branded file.