Extend for

Vendor payments
Pay vendors, make purchases, and manage subscriptions with the control and security of virtual cards.

Virtual employee cards
Empower employees to manage expenses with accountability and transparency.

Expense management
Automate manual processes and get a centralized view of expenses across all the company credit cards.

Tracking spend
Gain real-time visibility over every charge

Reconciliation
Close your books in a fraction of the time

Integrated payments
Automate payment workflows and manage transactions at scale with our flexible virtual card API.

Custom AI agents
Integrate our API into your agentic workflows to achieve a whole new level of automation and efficiency

Getting started guide

01. Introduction

02. How businesses use Extend

03. Navigating the platform

04. Card registration

05. Team invites & roles

06. Expense codes & integrations

07. Budgets

08. Virtual cards

09. Bill pay

10. Receipt management & attachments

11. Reimbursement

12. Manager Review

13. Reporting & reconciliation

14. Support

How does it work?

Any registered cardholder can create budgets from the Create New button and manage them from the Budgets page.

1. First, create a budget and define the spending limit for a department, project, location, etc.
2. Share it with anyone who requires access to the budget—up to 10 people. These folks then become the “budget users” with you as the “budget creator.”
3. Budget users can create, send, update, and deactivate virtual cards as needed, and you get real-time visibility over all budget activity.

Types of budgets

• Standard budget: A standard budget has a set spend limit. Anyone with access to a standard budget can create as many virtual cards as needed within the set limit.
• Recurring budget: A recurring budget has a limit that you can schedule to automatically reset funds at your chosen frequency—daily, weekly, or monthly.
• Unlimited budget: An unlimited budget does not have a set spend limit—the budget is only limited by the credit limit of its funding source (the bank-issued registered card).

FAQs

• How many people can you assign to a single budget? Up to 10 people can share a budget at one time. You may add and remove budget users at any time.
• Can I send a budget to someone outside of my organization? No, for greater security and control, budgets are a feature exclusive to your organization in Extend.
• Can you re-assign virtual cards from one budget to another? Virtual cards cannot be reassigned from one budget to another. You would have to deactivate the original virtual card and create a new one under the correct budget.