Connect a Business Tier Corporate Card Program

Follow the steps below to connect your organization's Business Tier corporate card program to Emburse Spend. Then, an admin may invite all corporate card users to connect their company cards. This will give you central management of each of your cardholder’s corporate cards and real-time insight into corporate card spend.

We also offer direct integrations for all Commercial Tier corporate card programs. If you are using one of these, see Connect a Commercial Tier Corporate Card Program for more details.

Prerequisites

  • Each cardholder must have their own set of login credentials for all financial institutions, excluding 
    • American Express
    • Bank of America
    • Capital One
    • Chase
    • Citi
  • If your team does not have individual login credentials, please get in touch with your bank rep or run an online search for “Enroll in online banking + [the name of the bank].”
If your company's card program is not currently supported by Emburse Spend's
direct-connect method, please see Create and Manage a Statement Upload Corporate Card Program.

1. Find Your Bank

1. To add a Business Tier card program to your account, start by navigating to Card Programs via the Company Settings sidebar. 

2. Click the Add Card Program button.

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3. Select or search for your bank.

If you have already linked a Chase Business Tier card program to your account, select the More Actions button next to the existing card program and choose Add New Account.

We strongly advise against using the method below to add a new card, as it may deactivate the existing connection.

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Companies with American Express, Bank of America, Capital One, Chase, and Citi Business Tier cards will only need the master or authenticating login credentials to connect the full card program. These are the primary login credentials that were created when the account was set up. Once connected, Emburse Spend will pull in all cards as long as transactions on the card have posted. 

If you select All Other Banks, you will be asked whether your cards are Commercial Tier or Business Tier. 

Select My Cards Are Business Tier.

 

 

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Search for your bank: 

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2. Add Cards

After you have selected your bank, you will see the card account appear at the top of the Team Cards screen.

To invite a team member to connect their card, select Add Cards.

Team members must be invited to Emburse Spend before you may add their corporate card.

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You should invite all team members who hold a corporate card. They will receive a prompt to connect their card the next time they log in to Emburse Spend.

You will not need to invite cardholders to add their cards for American Express, Bank of America, Capital One, Chase, and Citi Business-Tier card programs; those cards will be added automatically once transactions are posted.

The Connect Your Corporate Card button will take them to a portal where they can enter their corporate card login credentials and connect the new card. The cards will appear in the personal accounts of the employees who have been assigned a card, and you will be able to view all card activity on the Team Cards screen.

New cards on your card program will appear in Emburse Spend once there are posted transactions available on the card.

3. Manage Cards

Once a corporate credit card is connected, you will have the option to reassign and remove cards as needed by selecting Manage Cards.

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4. Sync Corporate Card Expenses to Accounting Software

If you have a sync set up with your accounting software, you may choose to connect to a single card or to multiple card feeds.

To maintain data accuracy and avoid duplication, administrators should refrain from adding multiple instances of the same card feed to Emburse Spend. Duplicate feeds can result in inconsistent transaction data and reporting. Always check for existing feeds before creating a new one.

To set up card feeds, scroll to the bottom of the Accounting Sync tab of your Company Settings. 

One Card Feed

If you have one card feed in your accounting system, select the second option.

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Multiple Card Feeds

If you have multiple card feeds in your accounting system, select the third option. You will need to map each card to the correct feed. Click None to view a drop-down menu of available card feeds. Click Save once each card is mapped.

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Once you have set up your card feed, transactions will be synced into your accounting software after they are approved by an admin, and they will be automatically matched to the card feed. Selecting your card feed here is required for the sync to match transactions to the correct card feed in your accounting platform.

Reauthorize Your Connection

Occasionally, security practices force a Business Tier corporate card program's authentication token to expire after 90 days of connectivity. Emburse Spend also has a system to notify customers via email twice per week that a card program has been disconnected and needs to be reauthorized. 

When an admin logs in to their account, they will be prompted to reauthorize any disconnected cards. 

Admins will then be redirected to the Card Programs screen under Company Settings. 

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A warning message appears below the card program name indicating that it has been disconnected. Click Re-connect Your Card and follow the steps that appear to reauthorize the connection.

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