Transaction import from Wells Fargo paused. Please visit our status page for more details and to subscribe to updates.

Deep Dive: Company Credit Card Import options

Sasha KlugerSasha Kluger Expensify Success Coach - Admin Posts: 95 Expensify Team
edited August 26 in Deep Dive Docs

It's easy to import and manage your company cards right in Expensify. Depending on your bank and your card program, there are several ways to import your company card expenses into Expensify. Continue reading below to find out which option is right for you.

The Expensify Card

The Expensify Card is hands down the best card to use with Expensify. The Expensify card has some powerful and unique features like daily settlement, smart expense limitsrealtime compliance, and continuous reconciliation, which all make for a seamless experience.

To learn more about the Expensify Card and how to sign up, check out our guide here.

Commercial Cards

If your company uses a Commercial Card program, then the best way to import your company cards is by setting up a direct Commercial Card Feed. To learn how, you'll just need to know whether your cards are Visa, MasterCard or American Express:

Not sure if your card program is a commercial card program? Just ask your bank whether your cards qualify for a commercial feed.

Approved! Banks

If you have a company credit card account with any of our preferred Approved! Banks, you'll be able to establish a direct connection by entering your bank account credentials directly. Our list of Approved! Banks includes the following, and more are coming soon!

  • Silicon Valley Bank
  • Bank of America
  • Citibank
  • Capital One
  • Chase
  • Wells Fargo
  • American Express

To learn how to import company cards from an Approved! Bank, see our guide here!

Other banks and card programs

If you use company cards from another bank not listed above, then our Company Card CSV Import is the best method for importing cards into Expensify.

Learn how to import your company cards via CSV here!


Related Articles:

Sign In or Register to comment.