ClearSpend

Spend management for SMBs, offering virtual & physical cards, with exceptional bookkeeping integration and a great mobile app.

https://www.clearspend.com
Automation wizard: set up recurring actions or action chains
Latest feedback 2 years ago
Allow admins to move allocation to different parent
Budget: re-up an allocation balance to $X at an interval
Auto-replenish – ‘budget’ model ⋅
Latest feedback 2 years ago
Request that a specific transaction be allowed (request update to spend controls or budget)
Alert (email) for large transactions (above a configurable value)
Request Money from allocation manager via mobile or web
Latest feedback 2 years ago
Re-assign allocation for physical card
So that one physical card can be used for any allocation that a user has access to ⋅
Manager able to send alerts to users about a transaction
Button to send an email/mobile notification reminder to upload a receipt or add notes to a transaction. The alert would deep-link to the tr… ⋅
Latest feedback 2 years ago
Allow allocation start/end date
Suspend the allocation (and all of its card transactions) if not during active period ⋅
Latest feedback 2 years ago
Transaction Tagging, i.e. for a team, to view all tagged transactions at once
Latest feedback 2 years ago
Allow admins to archive allocations
Alert Low Balance (email) to managers of an allocation
Latest feedback 2 years ago
Manager alert for decline
Show reason (spend control, beyond allocation balance, etc) so the manager can act on the decline. ⋅
Latest feedback 2 years ago
Set up Recurring Deposits to specific allocations at an interval
'Allowance' model ⋅
Latest feedback 2 years ago