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

JEDode1

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?

Sara Jacobson

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!

YoelK

Can I connect Chase Ink cards with Expensify's "Collect" level account or do I need a "Control" level account?

Thanks!

YoelK

Can I connect Chase Ink cards with Expensify's "Collect" level account or do I need a "Control" level account?

Thanks!

Alejandro Paz

Hi @YoelK !

If you're interested in using Chase Ink cards to import, assign and centrally manage cards for employees, you'll need to be on the Control plan.

As for adding the card individually, you can definitely do that! This would be done from your Settings > Account > Credit Card Import.

Hope that helps, and let us know if you have any other questions!