With the Visa + Fyle integration, your clients get access to automated expense
reporting, instant receipt submissions, card reconciliations, real-time data feeds,
approvals, and tight accounting integrations. All on your existing credit cards.
You need not wait for 2-3 weeks for your clients’ card transaction data to flow into
your accounting system. With real-time feeds, you can access spend data within
seconds of swiping a Visa credit card.
Save hours of running behind clients’ employees asking for receipts for spend that happened 30 days ago. Users can send us the receipt via text, right at the time of spend. And, we will match it to the right card transaction automatically.
Automate credit card reconciliation Fyle's one-of-a-kind partner dashboard enables you to see all your accounts, the number of active users, and
more, at a glance. When you have clear data, you can take better decisions, faster.
Use different views to see incomplete expenses, pending approvals and reimbursements for each account, and nudge users to take actions with a single click.
Fyle allows you to easily navigate between all your client accounts. You do not have to remember multiple login credentials, or keep switching tabs. Fyle’s partner role allows you to access every client account with necessary controls.
Understand how clients spend on their Visa credit cards. Identify risks, operational inefficiencies, and overspending at a glance, and be better prepared to advise clients on how to reduce costs and improve overall efficiency.
Fyle seamlessly integrates with NetSuite, Sage Intacct, QuickBooks Online, and Xero. Sync all your clients’
Visa credit card spend related data in real-time. Map chart of accounts, projects, employees, GL codes
taxes & more, and export information directly to your accounting software
Fyle’s OCR engine, powered by grounbreaking ML-based AI technology, automatically extracts and codes all expense data from a receipt. Clients can submit receipts from Gmail, Outlook, Slack, MS teams, text messages or through email forwarding, with a single click.
Learn more about expense trackingConfigure complex business rules, spend limits or approval workflows for your clients. Enforce them in real-time to ensure continuous compliance. Automating policy enforcement does not mean lack of control. You can add, edit or remove policies any time.
Learn more about complianceCreate budgets for different projects, departments, and categories for Visa credit cards. Track spend based on assigned limits, and notify project heads or other decision makers when a threshold is reached. Always stay on track of spend to avoid overheads.
Managing credit card spend doesn’t get easier than this. We ensure that all
card data is quickly accessible, with near-perfect accuracy, so you can close
client books on time.
Fyle is simple to use and easier to adopt. Users can enter and verify their Visa card details in minutes, and spend data starts flowing in immediately.
As our partner, your accounting firm can share our detailed and easily consummable training material with your clients for easy resolution of issues.
As a Fyle partner, you will have a partner support manager who will be available 24x7 on chat and call. We guarantee an industry-best first response time of under 30 minutes.
Fyle ensures all your account, expense, card, and client information is secure. We’re GDPR and SOC 2 Type 1 compliant and have multiple security measures
in place.
Mobile-first expense management
Fyle’s mobile app can be used to report, track and manage spend, quickly.
Learn moreAutomated approvals
Configure any type of automated approval workflows for business expenses.
Learn more