Every expense, tied to the right project.
Issue project cards, set engagement budgets, and generate client-ready reports — designed to bring accuracy and accountability to professional services billing.
Cards issued through licensed program partners. Subject to eligibility, availability, and applicable fees.
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Project
PRJ-2024-042
Client
APEX LEGAL LLP
Budget
S$5,000
Designed for engagement billing.
Capabilities vary by product, region, and program partners. All features subject to eligibility and applicable fees.
Engagement-level Card Issuance
Create a virtual card for each client engagement or matter. Transactions may be automatically tagged with the corresponding project code, reducing post-hoc cost allocation. Subject to program terms and availability.
Budget Guardrails
Set engagement-specific budgets with threshold-based alerts. Cards may be configured to decline transactions that exceed the defined engagement budget. Notification routing to designated approvers is configurable.
Billable / Non-billable Tagging
Classify spend as client-billable or internal at the point of transaction. Designed to simplify client invoicing by eliminating end-of-period manual classification. Tagging rules may also be configured by merchant category.
Multi-level Approval Routing
Transactions above configurable thresholds are routed to designated approvers before commitment. Supports multi-tier chains (e.g., junior → senior → partner). Full decision history logged for audit purposes.
Client Expense Report Export
Generate itemized reports per engagement or client matter. Designed to complement existing billing workflows. Export formats may include CSV and PDF. Subject to plan features and region availability.
Real-time visibility. Precise controls.
Spend guardrails and live dashboards work together so your team stays on-policy without slowing down client work.
Spend Controls
Configure per-category limits, merchant restrictions, and monthly caps. Policy rules enforced at point of transaction, not reconciliation time.
Illustrative only. Controls subject to program availability and region.
Real-time Tracking
Monitor spend as it happens. Every transaction is tagged and visible on the dashboard, so project economics are always current — no month-end surprises.
Illustrative only. Subject to program availability and region.
From engagement to invoice.
A continuous workflow — from opening an engagement to handing a client their itemised expense report.
Define the project, billing category, budget ceiling, and designated approver in the platform.
Assign a virtual card with configured limits and merchant rules. Card active immediately upon issuance.
All transactions tagged to the project. Receipts captured at point of spend where required.
Export itemized expense summary by engagement for client invoicing and internal reconciliation.
* Subject to verification requirements.
Identity verification required
KYC and identity verification are required before card issuance. Approval is subject to program eligibility and partner requirements.
Availability varies by region
Cards are issued through licensed program partners. Not all features may be available in every region. See our fee schedule for current rates.
Explore options for your firm.
Apply to learn what's available for your professional-services firm. Cards are issued through licensed program partners. Eligibility and availability vary by region and partners. See our fee schedule for current rates.