Built for finance teams that close every month
Close your books faster
Connect the corporate cards you already have, auto-code every transaction against your own dimensions, and export to your ERP in one click. No new cards, no rip-and-replace.
Transaction coding queue
32 coded today| Date | Merchant | Amount | GL account | Receipt |
|---|---|---|---|---|
| Jul 24 | United Airlines | $842.30 | 6200 · Travel | Matched |
| Jul 23 | AWS | $3,190.00 | 6710 · Software | Matched |
| Jul 23 | Home Depot | $417.86 | 5400 · Materials | Matched |
| Jul 22 | Marriott Denver | $612.44 | 6210 · Lodging | Matched |
| Jul 21 | Grainger | $228.10 | 5400 · Materials | Pending |
Everything your close actually needs
From card connection through to the journal entry, without the spreadsheet in the middle.
Bring your own cards
Connect existing corporate cards from any bank through Plaid.
Dimension-aware coding
Your real GL dimensions, not a generic category list.
Receipt OCR and matching
Forward or snap a receipt; it finds its transaction on its own.
Rules and AI suggestions
Learns how your team codes and stops asking twice.
Approval workflows
Multi-step routing that matches your delegation of authority.
Spend analytics
Cut by entity, department, merchant or card in real time.
Anomaly detection
Duplicates and out-of-policy spend surfaced before close.
One-click ERP export
Straight into your general ledger with receipts attached.
Why teams switch
What people are leaving, and what replaces it.
Card-issuer platforms
Ramp · Brex
Today
- Requires moving to their card programme
- New banking relationship to underwrite
- Dimension depth varies by tier
With Summit Spend
- Keep the cards and the bank you have
- Connected through Plaid in minutes
- Full dimension set on every plan
Legacy expense tools
Concur · Expensify
Today
- Report-first workflow built around reimbursement
- Coding cleaned up after the fact
- Long implementation cycles
With Summit Spend
- Card-transaction-first, built for corporate spend
- Coded on arrival, reviewed by exception
- Live in under a week
Spreadsheets
The actual incumbent
Today
- Statements re-keyed by hand each month
- Receipts chased over email
- No audit trail worth the name
With Summit Spend
- Transactions sync themselves nightly
- Receipts arrive by email and self-match
- Every edit attributed and timestamped
Connects to what you already run
Native connections, not a nightly file drop.
Sage Intacct
Dimensions, vendors and attachments, synced both ways.
QuickBooks Online
Classes and locations mapped to your chart of accounts.
Plaid
Card feeds from thousands of financial institutions.
Corporate CDF Feed
Direct Mastercard commercial data feed with full line-item detail.
Don’t see yours?
Tell us what you run and we’ll let you know where it sits on the roadmap.
Get in touch →Stop coding transactions by hand
See it against your own chart of accounts.