Issue, freeze, set spending strategies, run statements, manage payments. Built for Corp Admins, Managers, and Cardholders today.
Transaction-level integration with the bank-provided card. Expense items generated automatically and mapped to the chart of accounts. SMB to mid-market.
End-to-end invoice processing for Corporate AP/Finance and Cost Center Owners. Migrate check volume to card and ACH — the bank captures the upside.
Design rebate programs that help win and retain commercial clients while eliminating manual administration. Configure flexible rebate logic, automate calculations, manage payouts, and forecast liabilities—all from a single console.
Enables employees to search, book, change, and cancel travel through a conversational, policy-aware experience — with bank-issued cards issued at booking and expense records created automatically.
BTA gives corporate finance teams and TMCs a shared workspace to match, dispute, and reconcile business travel account transactions faster.
Portfolio Console gives bank agents one place to onboard clients, monitor performance, and manage rebates across their entire commercial card book.
Every transaction, invoice, and reimbursement posts straight to the general ledger; coded, categorized, and reconciled. No CSV exports, no manual re-entry, no month-end scramble.
Two-way sync of vendors, bills, and payments. Up to 7 GL segments mapped automatically.
Native connector for multi-entity clients — dimensions, classes, and locations carried through
The most common SMB connector. Auto-matches vendors and classes on first sync.
.png)
Direct connect for enterprise clients running Business Central or Finance & Operations.
Chart-of-accounts mapping plus multi-currency support for clients billing internationally.
Scheduled CSV or SFTP export for systems without a public API. One GL segment, daily batch.
Security & compliance
Your banks environment is isolated. Your data stays in your region. Controls map to FFIEC, SOC 2 Type II, and PCI DSS. We’ll sit through your vendor review with you.
We’ll walk through your commercial portfolio, identify where business is shifting to fintechs, and show how Zact can help you retain the relationship, the deposits, and the economics.
