Reporting & reconciliation | Getting started guide | Extend
Overview
The Extend app
Features
Participating banks
- American Express
- Banc of California
- BMO
- City National Bank
- Corpay
- HSBC
- PNC
- Regions Bank
- Silicon Valley Bank
- Texas Capital
Empowering teams & staying on budget with Levin + Riegner
Extend for
- Vendor payments
- Virtual employee cards
- Expense management
- Tracking spend
- Reconciliation
- Integrated payments
- Custom AI agents
By industry
- Retail & ecommerce
- Legal services
- Construction & manufacturing
- Media & production agencies
- Life sciences & medical
FAQs
Can I save my filter and column settings on the Card Transactions table?
Yes. With Saved Views, you can save your preferred filters and columns and return to them instantly from the Views dropdown—no need to reconfigure every time you log in.
Who can download data?
All Extend users may download their own Extend data and receipts. Only the Owner and Admins can download all data from their organization—including receipts, reimbursement reports, and guest virtual card data. Card Managers and Bookkeepers can download all data relevant to the registered cards they have permission to view. The designated reimbursement approver can download the organization’s reimbursement data, including attached receipts.