Has anyone successfully integrated CHASE Ink Preferred Business card with Expensify?

JEDode1JEDode1 Expensify Customer Posts: 1
We need to have our 9 cardholders access bank transactions from CHASE and match with receipts.  Has anyone had success integrating the BUSINESS card (not a Corporate card)?

Furthermore:  Do we need to open a CHASE Checking account to make this work?
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Answers

  • Sara JacobsonSara Jacobson Expensify Team Posts: 12 Expensify Team
    edited March 25

    Hi @JEDode1

    We upgraded our Chase card connection with a new API (in 2019) to provide a more reliable connection for our users! Previously users have had to enable a direct connection or had a business checking account. That is no longer the case!

    We have deprecated the connection that no longer worked, so as long as you connect using Chase, you should be all set!


    Let me know if you have any questions!

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