SVB T & E 1.6

Silicon Valley Bank ❘ Freeware ❘
iOS
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SVB Travel & Expense (T&E) offers a streamlined approach to expense management, enhancing oversight of employee spending through real-time accessibility.

CAPTURE ACCURATE EXPENSE DATA FROM EMPLOYEES

The platform utilizes dependable data sources, including receipts and card transactions, to monitor spending behaviors accurately. Additionally, integration with CRM fields and geolocation services ensures comprehensive and precise record-keeping. The mobile application allows users to capture and submit receipts instantly, minimizing the need for physical storage and reducing the risk of misplacement.

AUTOMATE YOUR EXPENSE POLICY AND APPROVAL HIERARCHY

SVB T&E enforces policy rules before expense submissions, thus minimizing compliance violations. Furthermore, automated routing directs expenses to the most appropriate approvers, enhancing the workflow efficiency.

FAST REIMBURSEMENTS ON TRAVEL AND EXPENSES WITH DIRECT DEPOSIT

The system allows users to book business travel using their SVB card, facilitating easy reconciliation of all related data. Upon approval of expenses, SVB T&E ensures prompt reimbursements are processed and deposited directly into employees' bank accounts.

CONTINUOUS ACCOUNTING SYNC

Expenses are seamlessly synced into accounting software—whether on a cash or accrual basis—immediately upon approval, keeping financial records consistently up to date.

INSTANT VISIBILITY INTO SPENDING AND BUDGETS

The platform equips users with the ability to generate custom analytical reports utilizing real-time data, aiding in the identification of spending trends and facilitating effective budget management.

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