Real-time card spend management for
your clients

With the Visa + Fyle integration, your clients get access to automated expense
reporting, card reconciliations, real-time data feeds, approvals, and tight accounting
integrations. All without switching cards.

How Fyle revolutionizes spend management

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For Accounting firms

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Close books on time with automated matching of receipts and expense creation

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ML-based, AI-powered coding against chart of accounts from your accounting software

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Advise your clients better with detailed analytics enriched with real-time data

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Manage multiple clients using a single dashboard

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For clients

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Real-time visibility into employee card spend for
finance teams

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Increased control on project and budget based spend

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Reduced effort for users in submitting receipts via text messages, Gmail, Slack, Outlook or our mobile app

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Easy to use and self-serve enrolment for quick card feed setups

Get real-time visibility into card spend

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.

Reduce manual effort with automatic reconciliations

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.

Reduce manual effort with automatic reconciliations

Manage all your client accounts from one place

Fyle allows you to easily switch between all your client accounts from one central location. You do not have to
remember multiple login credentials, or keep switching tabs to handle spend management for clients anymore.

Get rich insights into spend patterns on clients’ Visa credit cards

Get rich insights into spend patterns on clients’ Visa credit cards

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.

What our partners have to say

Automate your accounting with our powerful integrations

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

AI-powered expense coding and data extraction

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.

AI-powered expense coding and data extraction
Drive continuous compliance for your clients

Drive continuous compliance for your clients

Configure 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.

Enhanced control on project and budget based spend

Create 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.

Enhanced control on project and budget based spend

Spend management made simple, for you and your clients

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.

Easy setup for faster client onboarding

Easy setup for faster client onboarding

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.

Get access to hundreds of training resources

As our partner, your accounting firm can share our detailed and easily consummable training material with your clients for easy resolution of issues.

Get access to hundreds of training resources

We strive to keep our partners happy

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We strive to keep our partners happy

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.

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We keep your data secure

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.

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Join our partner ecosystem and see how Fyle's powerful spend management software can make accounting easier for your firm

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Everything that makes spend management even easier

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