RFI template: How to choose the right card and expense management solution

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This product is not available for micro-enterprises or small charities as defined in the UK Consumer Duty Regulations. A micro-enterprise employs less than 10 people and has a turnover or annual balance sheet of no more than €2 million. A business must have both of these defining features to be considered a micro-enterprise. See the FCA website for more information.

Selecting a new company card and expense management solution? You need a simple way to share your business info and ask all the right questions to compare each provider, their offering, culture fit, and scalability. This free RFI template gives you all the info in one place and sets you up to select the best spend management solution for your growing business.

Download the template to kick off your company card and expense management RFI:

  • Put together the most relevant company context
  • Choose which vendor requirements to share
  • Select which questions to ask potential providers

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