Spend Management

Adopting a proactive approach to client expenses

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Welcome to the evolution of expense management - spend management. Spend management represents a holistic approach to handling all cash flow, combining a powerful company card with free expense management software to help your clients track, analyze, and control spend in real-time.

This guide focuses on: 

  • The traditional process for expense management, its dependence on after-the-fact accounting, and the challenges that come with it.
  • The ability to evolve expense management with the spend management philosophy and what that looks like.
  • How this new approach to expense management benefits your firm and its clients.

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