All playbooks
Get me to first spend
Chains the plan, the ERP connection, coding, a first card and funding through to a first transaction.
How it works
- Builds a personalized, dependency-ordered rollout plan with time estimates.
- Opens the connect wizard for your specific ERP rather than the integrations list.
- Suggests category mappings by matching your names against the ERP accounting codes.
- Drives a real expense through to export and confirms it landed in the ERP.
- Recommends a virtual card with a sensible limit and issues it.
- Load instructions for the balance type and currency you are funding.