Spendesk automates spend management through artificial intelligence and offers smart corporate cards, expense management, and invoice processing all in one platform.

The Spendesk integration

The Spendesk integration automatically gathers travel expense data and invoices from Perk as soon as you book a trip. 

Spendesk can only import new invoices. To import past invoices, contact the Spendesk team. 

You can book a trip for multiple travelers on Perk and import the expenses to Spendesk. The invoice is assigned to the booker.

• Whenever you book a trip on Perk, Spendesk automatically creates an expense.
• An invoice is generated for each booking and automatically sent to Spendesk.
• The invoice is automatically categorized and matched with the corresponding transaction and assigned to the booker, travel manager, or employee. 
• Employees can assign Perk expenses to a trip in Spendesk and submit an expense report with other expenses, such as expense receipts, mileage expenses, and per diems.
• Any changes made to bookings on Perk will be reflected in Spendesk. 

Note: Bookings and invoices are imported and assigned using email addresses. Ensure all employees use the same email address in Perk and Spendesk.

Enable the Spendesk integration

You must be an account admin for Perk and have Developer permissions on Spendesk.

The account admin who enables the integration must remain an active admin on both platforms for the integration to continue working.

1. Go to Settings > Integrations.
2. Find the Spendesk integration and click Set up.
   
   
    
3. Click Enable.
4. Log in to your Spendesk Admin account.
5. On the Spendesk website, go to Settings > Integrations > Perk.
6. Click Connect.

Disable the Spendesk integration

Account admins can disable the Spendesk integration by following the instructions on Manage integrations.