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Hey, Sophie 👋

Let's get your team set up

Invite teammates
Import data
Connect your bank

How easy was it to send a payment?

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How easy was it to send a payment?

🙏 Thanks so much for the feedback!

Team work makes the dream work

Let's add some collaborators to your account to help manage your payments

Add your first collaborator

Click the “Send Invite” button to invite your first teammate.

Invite sent!

Once your invite is accepted, new collaborators can access the platform.

How do I add a note?

Answer

To add a note, simply navigate to the transaction you wish to annotate, select 'Add Note' or the pencil icon, and enter your information. Don't forget to save your changes!

Help Center

Adding notes to recurring expenses
Analyzing spending through notes
Customize transaction notes
Integrate notes with financial statements

Collaborate with your team

From this sidebar, you can find your team members to check their expenses and issue reimbursements.

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Trusted by leading SaaS companies to drive growth

Design

Build beautiful, on-brand Experiences

Simple to get started, but with deep configuration available

Use your own fonts

We automatically pull styles from your product
Adjust anything with custom CSS

Fine tune any element with your own custom CSS
Configure templates

Save templates to make it easy to build on-brand

Targeting

Trigger in Real-Time, Leverage User Data

Only show relevant Experiences based on who users are, or what they did

Properties, events, cohorts and more

Target based on 'role', action taken, survey response etc.
Real-time matching

Experiences show immediately when user falls into target audience
On page triggers

Require hover, click or add a delay before a Step shows

User Experience

Lightweight, Easy to Use

Build in-context without awkward switching or conflicts

No ongoing engineering needed

Create and deploy without any technical knowledge
Simplified controls

Designed to avoid unnecessary complexity and clicks
Performant for your users

Builder uses Chrome Extension so end users have light payloads