SpendTrack vs CW OConner Wealth Advisors

This application is powered by Fiserv, Inc. but is activated through specific financial institutions and businesses. Check with your business administrator or financial institution to ensure they participate in SpendTrack prior to downloading. Exact functionality may vary by financial institution based on their subscription. _________________________________________ SPENDTRACK HELPS BUSINESSES EFFICIENTLY MANAGE THEIR CARD PROGRAM AND EXPENSES DIGITALLY SpendTrack is a scalable solution that is ideal for small and midsize businesses. It enables: -- Employees to make payments, view transactions, request a card and submit expense reports -- Small-business owners and managers to view employee accounts, open new accounts, manage credit lines, and view and approve expense reports ROBUST FUNCTIONALITY – ALL IN ONE APP -- Real-time card controls, including locking and unlocking a card, resetting PIN, reporting a lost/stolen card, establishing spending limits and enabling merchant category restrictions -- Customizable expense management workflows that streamline the administration and review process -- Intelligent receipt capture with card and transaction data auto-population, even before the transaction posts -- Expense report creation with receipt attachments and mileage claims -- Statement access and payment information -- Spend breakdowns, by cardholder, department, or pay account -- Comprehensive analytics that provide complete program visibility and drive better business decisions with insights into spend trends, merchant spend and credit line use

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more - all secure and user friendly.