Summit Spend

Summit Spend is expense management for finance teams who are tired of chasing receipts. Connect the corporate cards you already have — no new card program, no switching banks. Transactions sync automatically, get coded to the right GL account, and export cleanly to Sage Intacct or QuickBooks Online. BUILT FOR THE PERSON HOLDING THE CARD • See every transaction the moment it posts • Snap a receipt and it attaches itself to the right charge • Submit an expense in a few taps, from anywhere • Get notified when something needs your attention AUTOMATIC RECEIPT MATCHING Turn on auto-receipts and Summit Spend finds receipts already sitting in your photo library and matches them to unreconciled transactions. Scanning happens entirely on your device — photos and the text read from them never leave your phone unless you tap Save on a suggested match. BUILT FOR THE PERSON CLOSING THE BOOKS • Approval workflows that route by amount, category, or entity • Policy checks that flag problems before they reach the close • Duplicate and anomaly detection • Export to Sage Intacct and QuickBooks Online with dimensions intact • Multi-entity support with proper separation between organizations Summit Spend requires a Summit Spend account. Talk to your finance team, or visit summitspend.com to get started.