How Current Trucking Unified Card Spend, Reimbursements, and Project Tracking With Fyle

Working to electrify the transportation sector, Current Trucking operates with speed and flexibility. But behind the scenes, expense management was bogged down by Excel forms, missing receipts, and disconnected tools.

Employees used both company-issued and personal cards to manage bookings and travel, but had no centralized way to track it all. For Dan Boyd, CIO at Current Trucking, the goal was clear: simplify the process for employees and ensure clean, project-tagged data for finance.

The Challenges

A Fully Manual Expense Workflow

Expense reports were tracked in spreadsheets, with employees manually attaching receipts and emailing supervisors for approvals. Without a centralized system, the finance team valuable time every month chasing receipts, updating spreadsheets, and processing approvals manually. The process worked, but it was time-consuming for everyone involved.

No Way to Combine Personal + Company Card Spend

Employees used a mix of cards, including American Express business cards issued by the company and personal cards for travel perks. But there was no way to submit all those expenses in one place or identify what was reimbursable.

Policy Enforcement Was Inconsistent

There were basic rules in place—like requiring receipts for expenses over $50, but they weren’t enforced consistently. Supervisors and the Finance team had to follow up manually.

No Visibility by Project or Department

Current Trucking used QuickBooks Online, which didn’t support project-level P&Ls. That meant critical information like spend by job, customer, or department was difficult to track, prompting their switch to NetSuite.

The Transformation With Fyle

One System for Every Card

Fyle allows employees to connect both their Amex business cards and personal credit cards to one platform. Expenses are automatically pulled in, and users can tag what’s reimbursable and attach receipts instantly—via app, email, or text. Over 60% of all expenses were submitted via Fyle’s mobile and web apps, giving employees the flexibility to capture receipts on their terms.

Real-Time Feeds and Faster Reconciliation

Daniel connected the company’s main American Express card to Fyle, and the sub-cards populated automatically within 48 hours. For Visa and Mastercard, Fyle enabled real-time feeds, expenses flow in directly from the bank, with no delays or third-party connectors. Whether it’s a reimbursable or corporate card expense, everything lands in Fyle in minutes.

More than 50% of all expenses came directly from corporate cards, minimizing manual entry and making reconciliation easier.

Approval Workflows That Fit Their Team

Fyle set up a two-level approval flow mapped to each employee: first to their supervisor, then to a senior manager. Approvers are automatically assigned, eliminating the back-and-forth. Thanks to structured workflows, nearly 75% of expense reports were approved within two days. Time spent by Supervisors was significantly reduced, freeing their time to work on operating the business.

Mileage and Policy Enforcement Built In

Fyle enforces Current Trucking’s internal $50 receipt policy and tracks mileage using IRS standard rates. This eliminates the need for paper logs or mileage spreadsheets and ensures receipts are collected when needed, without micromanagement.

Seamless Integration With QuickBooks and NetSuite

Fyle first integrated with QuickBooks Online, enabling export of both corporate card and reimbursable expenses with employee mapping. Later, they migrated to NetSuite with the help of the Fyle team, importing their Chart of Accounts, Departments, and Locations for project-level visibility.

The Outcome

• Unified system for tracking corporate and personal card spend
• Nearly 75% of expense reports approved within 2 days
• Receipt and mileage policies enforced without added admin effort
• 40% of SMS receipts were submitted within 10 minutes of the transaction
• 60%+ of expenses submitted through Fyle’s mobile or web app
• With receipts, approvals, and reimbursements now automated, the team estimates a monthly time savings of 5-10 hours across finance and operations.