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Getting Started

Set up your organization, invite team members, and configure basics

Connected Cards

Connect your corporate cards via Plaid and troubleshoot sync issues

Transactions & Coding

GL coding, bulk actions, split transactions, and categorization

Receipts & OCR

Upload receipts, email forwarding, and automatic matching

Integrations

Connect Sage Intacct, Plaid, and other tools

Approvals & Reports

Approval workflows, expense reports, and analytics

Billing & Plans

Manage your subscription, billing, and plan details

Account Settings

User roles, permissions, teams, and organization settings

Frequently asked questions

Still need help?

Our support team is here for you.

Email support

Reach out to our team and we'll get back to you within 24 hours.

support@summitspend.com

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