Cash Advance
Spend less time chasing receipts. Keep selling.
Less friction for sales. More accountability for the business. Advances, expenses, approvals, and payments in one trail.
Why it exists
Less friction for sales
Built for people who are out with customers, not parked in spreadsheets.
- Request a cash advance or reimbursement in minutes, not a paperwork marathon.
- Upload receipt photos and move on; details fill in while you keep selling.
- One place for advances, expenses, and status. No inbox archaeology.
- Approvals that do not stall the trip: see what is pending and what is paid.
More accountability
Company rules applied consistently across the team, with a trail finance trusts.
- Every spend sits on a report, with receipts attached and auditable.
- Clear approval paths: who signed off, when, and why it was rejected.
- Finance sees totals, line items, and proof before money moves.
- Roles separate requester, approver, and payer for cleaner reconciliation.
Product
What you get
Advances and reimbursements in one flow
Field spend and payback without switching tools or rebuilding the story later.
Receipt capture that fills itself
Snap photos and keep moving. Place, date, and line items land when OCR finishes.
Multi-step approvals with a clear trail
Managers and finance see the same status, history, and decisions.
Finance-ready payment handoff
Approved work reaches payout with the evidence already attached.
Team invites, roles, and import
Roll out with the people and rules your company already uses.
Sales
Talk to us about Cash Advance
Tell us about your team and spend process. We will follow up with next steps.