Financial operations · Add to your monthly plan

Know where the money goes, before it’s gone.

Company cards and reimbursements are convenient, and easy to lose track of. Sumday helps you set sensible spending policies, collect receipts automatically and review spending each month, so every purchase is categorized, documented and visible against budget.

What’s included

Spend Management, done properly.

Spend policies

Clear, practical rules for cards, limits, approvals and reimbursable expenses.

Receipt collection

Automated reminders and matching so receipts are attached to transactions.

Reimbursements

A consistent process for submitting, approving and recording employee expenses.

Card program setup

Recommendations and setup support for spend-management or corporate card tools.

Monthly spend review

Spending by category, person or location, with unusual items flagged.

Subscription audit

A periodic review of recurring software and service charges.

A good fit for

Is this right for you?

  • Teams with several people spending on company cards
  • Businesses with frequent travel, supplies or field expenses
  • Owners who want spending visibility without micromanaging

What you receive

Agreed deliverables, confirmed in your scope before work begins.

  • Written spend policy
  • Receipts matched to transactions
  • Monthly spend summary
  • Subscription review

How it works

A clear, steady process.

  1. Review spending

    We look at current cards, reimbursements and recurring charges.

  2. Set guardrails

    Policies and tools are configured with limits you approve.

  3. Review monthly

    Spending is reconciled and summarized, with exceptions highlighted.

Scope & professional boundaries

Sumday recommends and configures third-party spend tools but does not issue cards or provide credit. Card programs are subject to the provider’s own eligibility and terms.

Questions

Frequently asked.

Do I need a new card provider?

Not necessarily. We first improve the process around the cards you already have.

Can you chase missing receipts?

Yes. Automated reminders do most of the work, and we follow up on what remains.

Will this slow my team down?

The goal is the opposite — clear limits and simple submission make spending easier, not harder.

Let’s talk

Tell us what your business needs.

Share a few details and we’ll follow up to confirm the right scope. You can also estimate your monthly plan with the plan builder.

Open the plan builder

Required. No obligation. Please don’t include bank details, tax IDs or medical information in this form.