Step 1: In this demonstration, we will show you how you can set up your credit cards in order to track expenses automatically and help do real time reconciliation. Let's navigate to our settings page, which can be found under our name in the top right corner.

Step 2:

Step 3: Once navigated to the settings, let's go to company cards.

Step 4: Once we're on the company cards page, we have two options. We can either add a card or link a card to an existing card that was pulled from your accounting system. Let's go ahead and link with Plaid.

Step 5: Once we do so, we're then prompted to add our information to pull in the transactions from Plaid. Once we go through those steps, we will then be routed back to our company cards page, and you will then see the card here. If there is any cards with subcards, you will be able to view those subcards here so you can get a better understanding of each individual card that is associated to that account.

Step 6: Once all of these cards are entered, you can then manage the card.

Step 7:

Step 8: You can add users to the card, and they will get notifications whenever a card is charged for them to upload a receipt in a transaction against that card.

Step 9:

Step 10: That's the whole setup.