Provide a secure, reliable connection to Expensify’s spend management customers by becoming an ExpensifyApproved! bank partner.

Need more information before you commit? Learn all about what bank partners are and what Expensify has to offer below.

What is a bank partner?

A bank partner is a banking institution that collaborates with various companies to offer their services or products to their partners' customers at low or no additional cost.

Banks often partner with SaaS and tech companies like Expensify to open up their data feeds in more granular detail and help showcase their offerings to a wider pool of people.

Bank partnerships also allow the bank’s customers to take advantage of unique services from different companies without any extra effort on their end.

For example, Expensify offers services like expense management and receipt scanning to their ExpensifyApproved! bank partners, which can be a major perk for bank customers needing more financial assistance.

In the past, banks have not typically provided data feeds to allow customers to connect their accounts with third-party service providers. However, since 2018, U.S. banks like American Express, Bank of America, and Chase began developing their own private APIs for select partners on an invite-only basis.

What should I look for in a bank partner?

Typical attributes to look for in a bank partner include reliability, reasonable prices, positive reviews, success stories, and leadership engagement.

Of course, what you look for in a bank partner will depend on your company’s unique needs. For example, partners that offer services you lack will help give your customers a more well-rounded experience. You should also look for partners with experience (and proven results) working in your specific industry.

This will ensure you get the most out of your partnership and can easily highlight it when converting leads.

Why become an ExpensifyApproved! bank partner?

Becoming an Expensify bank partner shows that you put your customers first, no matter where they interact with your product. Plus, you’ll get the seal of approval from Expensify, which highlights to potential customers that you prioritize working with top-of-the-line solutions and efficiency.

Some of our current bank partners include:

• Amex

• Bank of America

• Capital One

• Chase

• Citi

• Wells Fargo

How your customers benefit from linking their bank account in Expensify

Your customers (and employees) will benefit from reliable and secure transactions when they link a bank account in Expensify. Additional benefits include:

Interested in becoming an ExpensifyApproved! Banks Partner?

Enter your email to become a bank partner today!