Accountant and Bookkeeper Partner Programme
The Partner Programme is designed to provide you with the tools you need for flexible and accurate expense management for your client portfolio. Find out about our Accountant and Bookkeeper Partner Programme below.
Flexible receipt management
We'll chase missing receipts automatically and receipts can be split into multiple categories and tax types.
Connect to accounting software
Sync all approved expense data neatly into your client's accounting software, including receipt photos, categories and tax types.
Manage all of your client accounts with a single login
Access multiple Expend accounts securely and switch between accounts in seconds.
Help your customers help themselves
We understand that managing business expenses rarely needs a one-size-fits-all approach. As an accountant, we understand you need a trusted, flexible solution to help you manage your clients' accounts efficiently and accurately.
Multiple payment methods, different expense categories and numerous employees across different teams submitting reports can make handling company expenses very complicated, very quickly.
The flexibility of Expend enables your customers to submit expense reports with all of the information you need, such as categories, tracking groups and receipts - and if they forget to add anything, we'll chase them for you!
Give your clients access to free Expend training
We understand you're busy running your own business, as well as looking after your clients.
So when you introduce your customers to Expend, you have access to our free online training resources created to educate all levels of employees within a business:
- Employees who submit their expense reports
- Team Leaders that review and approve expense reports
- Company Admins that can oversee and control the Expend account
Moving your clients to Expend
Have you got clients using a different provider? Are you worried about the headache of moving them to a new platform?
Don't worry! Our Expend Switch Guarantee means we will take all of the hassle away, making the transfer as easy as possible in 3 simple steps:
1. We will arrange a call with your client and introduce ourselves
2. We will onboard all new users and provide free training
3. We will pass your client back to you once they're ready to go!
Our Expend Switch Guarantee means you can be confident we will have your clients transferred seamlessly to our service - within 30 days! Schedule a call with one of our Account Managers today to find out more.
*Guarantee assumes client contact is successful and required documentation is submitted within timeframe.
Join our Partner Programme today
Our Accountant Partner Programme is designed to provide you with the tools you need for flexible and accurate expense management for your client portfolio.
How are we different to our competitors? No matter the size of your Practice, you will be given a dedicated Account Manager and UK Support Team, who are there for you - and your clients' - every step of the way.
Invite new clients to Expend within minutes, maintain visibility of all of your clients' accounts with a single login and use our free Expend Switch Guarantee service to switch clients from other providers (optional).
FAQs
Can my clients have both card and non-card users on the same account?
Absolutely! Expend has been created to cover every instance of expense management headaches within your clients' businesses. Our system is designed to be beneficial to everyone, that's why we don't charge any extra for card holders.
How is expense data exported into accounting software?
We have click-free live integrations with both Xero and QuickBooks, and a simple CSV downloads for all other platforms.
My clients use another expense management provider, but we'd like to use Expend instead. Is it easy to switch?
Our award-winning tech and expert support team helps to make switching to Expend as easy as possible. We provide training to all of your clients, as well as onboarding and ongoing support. As part of our 'Expend Switch Guarantee', part of our Accountant Partner Programme, we can transfer and train your clients in 3 simple steps, for free.
Book a 30 minute demo with one of our team and we will walk you through this process.
How are Expend cards funded?
Expend cards come with a main 'float' account, allowing you to manage funds for multiple cards in one place.
The main account is topped up with funds (via bank transfer or standing order) and as the Expend cards are used to make purchases, the funds are deducted from the main float account in real-time.
This is the perfect choice for businesses that want to enable employees to have larger spending allowances without needing to 'top up' prepayment cards with those funds.
Are we, the accountant, charged for accessing our clients' accounts?
No! Spend time doing what you do best - managing clients’ finances. When you join our Accountant Partner Programme, you'll gain a dedicated Account Manager who will walk you through how to introduce your clients to Expend and will give you free access to your client accounts.
See what our customers have to say...
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We swapped to Expend from another provider for a better accounting integration and I'm glad we did. The difference is night and day. Prompt support and a well designed product.