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Get me to first spend

Chains the plan, the ERP connection, coding, a first card and funding through to a first transaction.

Cómo funciona

  1. Builds a personalized, dependency-ordered rollout plan with time estimates.
  2. Opens the connect wizard for your specific ERP rather than the integrations list.
  3. Suggests category mappings by matching your names against the ERP accounting codes.
  4. Drives a real expense through to export and confirms it landed in the ERP.
  5. Recommends a virtual card with a sensible limit and issues it.
  6. Load instructions for the balance type and currency you are funding.