Spendesk

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Open a Spendesk account

As an organization owner, you may want to open a subsidiary for your company. Here’s a guide to help you through the process.

Open a new subsidiary

Need to close a specific wallet, subsidiary, or your entire Spendesk account? Here is everything you need to know and the steps to follow for a smooth account closure.

How to close your Spendesk wallet or subsidiary account

Spendesk live events

Keep an eye on your company's expenses and use of the interface.

Understand the Controller view's dashboard

New Spendesk Navigation

Customers can now sign up for Spendesk and set up their initial companies in the UK.

Onboarding a new customer in the UK (via Adyen)

Opening a branch entity in the UK

How can I transfer or withdraw funds from my Spendesk wallet back to my company’s bank account?

How can I download and send an Audit Report on Spendesk?

How can I manage accounts and roles in Spendesk, including creating new accounts for structures and managing multiple roles?

Spendesk Connect Conferences

Begin with Spendesk or close your account

Open, Manage and Close your account

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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