# Overview

[The Extend app](/content/platform-overview/index.html)
[Web & mobile app](/content/virtual-card-app/index.html)
[Virtual card API](/content/virtual-card-api/index.html)
[AI toolkit](/content/ai-toolkit/index.html)
[Preferred bank partners](/content/participating-banks/index.html)

# Features

[Virtual cards](/content/app-features#virtual-cards/index.html)  
[Budgets](/content/features/budgets/index.html)  
[Bill pay](/content/features/bill-pay/index.html)  
[Receipt management](/content/app-features#receipt-management/index.html)  
[Reimbursements](/content/app-features#reimbursements/index.html)  
[Reconciliation](/content/app-features#reporting-and-reconciliation/index.html)  
[Integrations](/content/app-features#integrations/index.html)  
[Explore all features](/content/app-features/index.html)

# Participating Banks

[American Express](/content/pages/american-express/index.html)  
[Banc of California](/content/get-started/index.html)  
[BMO](/content/banks/bmo/index.html)  
[City National Bank](/content/get-started/index.html)  
[Corpay](/content/get-started/index.html)  
[HSBC](/content/banks/hsbc/index.html)  
[PNC](/content/banks/pnc/index.html)  
[Regions Bank](/content/get-started/index.html)  
[Silicon Valley Bank](/content/get-started/index.html)  
[Texas Capital](/content/banks/texas-capital/index.html)

# Extend for

[Vendor payments](/content/solutions/vendor-payments/index.html)  
[Virtual employee cards](/content/solutions/employee-cards/index.html)  
[Expense management](/content/expense-management/index.html)  
[Tracking spend](/content/solutions/control-spending/index.html)  
[Reconciliation](/content/solutions/automate-reconciliation/index.html)  
[Integrated payments](/content/solutions/integrated-payments/index.html)  
[Custom AI agents](/content/ai-toolkit/index.html)

# By industry

[Retail & ecommerce](/content/industries/retail-and-ecommerce/index.html)  
[Legal services](/content/industries/legal-services/index.html)  
[Construction & manufacturing](/content/industries/construction-and-manufacturing/index.html)  
[Media & production agencies](/content/industries/media-and-production-agencies/index.html)  
[Life sciences & medical](/content/industries/life-sciences-and-medical/index.html)

# Getting started guide

## **Set your team up for success**

Make sure to invite other folks in your company to onboard with Extend. When you invite your team to join your organization—or "org"—in Extend, you gain full visibility into spending while doing away with manual expense reports and receipt chasing.

You can also assign different roles with dedicated permissions and add users to designated teams to streamline expense management. Teamwork makes the dream work. 💪

## **Get to know your roles**

You can assign roles upon invitation or at any other time from the [People page](https://app.paywithextend.com/people/members?showDeactivatedUsers=false). Note that only the Owner and Admin can invite and remove members from the org.

### Here’s a look at the different role types:

- **Owner**: The card program administrator for your company, with full control and permissions.
- **Admin**: Works closely with the Owner to help manage org membership and user permissions.
- **Card Manager**: Has a company card or needs access to other cards in the org.
- **Bookkeeper**: Has view-only access to credit card accounts, virtual cards, and budgets within the org.
- **Member**: An employee who may need to make a purchase with a virtual card.
- **Guest**: An individual with limited functionality and visibility.

## FAQs

### **Who can invite people to join Extend?**  
Only the Owner and Admin roles can invite and remove members from the org.

### **What happens after I invite someone?**  
The invitee will receive an email with a link to create a profile and join your org. If they already have an Extend profile, they will receive an invite to join your org via email and in the app.

### **What should I do about people outside of my company?**  
If a contractor or freelancer needs to make a purchase for your company, you should invite them as a Guest.