For independent professionals
Keep hosting and work tools separate from personal purchases, with work charges in one history to review.
Preparing for launchCards for subscriptions
WORK EXPENSES
Cards for subscriptions
and project spending
Offer teams and agencies a card service under your brand. Separate project cards help them reconcile client costs and manage shared subscriptions.
TeamsAgenciesProfessionals
PROJECT CARDS
Every card
has a purpose
“Team · Tools” for shared subscriptions, “Alpha · Project” for client purchases. The names preserve context when someone else reviews the spending.
Managing expensesSPENDING RECORDS
Expense tracking
for your team
- Separate projects
- Each project has a payment history to reconcile against its own budget.
- Card purpose
- The name links a card to its project or expense category.
- Check the card balance
- The card's available balance shows whether it can cover the next charge.
- Handovers
- A shared record of cards and services helps another colleague take over subscription payments.
- Search by name
- Find a card by client, project or service name.
- Adding a project
- For a new project, record its card, budget and the person responsible for payments.
For product teams
Assign the service to a project and name the person responsible for payment. A new colleague can then find the card and the next renewal.
For agencies
Pay for client purchases separately from agency subscriptions to make project budget reporting easier.
Cards
in daily use
Card selection, available funds and payment history in the customer account.