Your Corporate Cards, Minus the Manual Work
Connect the cards you already have — from any bank, via Plaid. Summit Spend syncs every transaction, codes it with AI, and exports it to your ERP. No new cards required.
Works With the Cards You Already Have
No new cards, no new bank, no switching costs. Connect your existing corporate cards from any financial institution via Plaid and keep the banking relationships and rewards programs you've already built.
- Thousands of supported financial institutions via Plaid
- Keep existing rewards, cashback, and points programs
- Credentials are handled by Plaid — Summit Spend never sees or stores them
- Connect multiple banks and card programs into one unified view
Automatic Transaction Sync
Transactions flow in automatically — no CSV downloads, no manual imports, no waiting for statements. Every charge lands in Summit Spend ready to be coded, matched to a receipt, and exported.
- Automatic sync with no manual imports
- Continuous sync-health monitoring catches broken connections
- Pending and posted transactions reconciled automatically
- Duplicate detection across accounts and card feeds
Coding and Visibility Built In
Every synced transaction gets AI-suggested GL coding with your ERP's real dimensions, receipt matching, and policy checks — so spend is visible and audit-ready without chasing cardholders.
- AI categorization with your chart of accounts and your GL dimensions
- Per-card and per-employee spending dashboards
- Anomaly and duplicate detection on incoming transactions
- Approval workflows and expense policies applied to every charge
One platform for every part of finance
Explore more Summit Spend features.
Frequently asked questions
Ready to see it with your own data?
Request access and we'll walk you through it.
Summit Spend is a software platform, not a bank. We do not issue cards, hold funds, or extend credit. Card connections are provided via Plaid with read-only access to transaction data.