Spendesk

How to setup your two-step authentication.

Setup your two-step authentication (Authenticator app, SMS or Spendesk mobile app)

Step-by-step guide to restoring a user's access.

How can an Account Owner or Administrator unblock a user who has lost access to their authentication methods?

Spendesk legal notice and security protocols.

Legal and Security

More information on GDPR, our privacy policy, cookies, storage and security.

Protection of my information

Spendesk GDPR policy

Every Spendesk customer goes through a KYC check while opening an account or during a periodic review. We explain here what it is about.

KYC review - what is it ?

KYC for Companies - required document and process

KYC for Associations - required document and process

Understanding PSD2 and Strong Customer Authentication (SCA)

Find all the legal information about our website.

Our legal notice

Document Sealing and Digitisation (e-receipts)

FAQ - our KYC process

Procedure to report any complaint, claim or dissatisfaction related to your experience with Spendesk

How to make a complaint?

Compliance

Spendesk is not a traditional banking institution. Learn more in this article!

A short introduction to the difference between Spendesk and a bank

Download a confirmation of balance

Payment service provider (EEA customers)

Payment service provider (US customers)

Payment service provider (UK customers)

Countries Where Card Payments Are Not Available

Restricted merchant categories on Spendesk cards

Payment services

Why we are securing Spendesk access and transactions.

Legal framework : secure your access to Spendesk

Strong customer authentication (SCA) on mobile

Spendesk checks passwords against known breaches to help you stay secure when creating, updating, or resetting your password.

🔐 Strong Password Security

How can I manage my security code in Spendesk, including resetting and modifying it?

Secured login (SCA) 

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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.

Ship something

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

Connect your stack

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

{appName} in 60 seconds

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.

Prototype article-aware answer

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.