By integrating Perk Cards with expense processing, you can speed up your spend management process.
This is a no-fee debit card that is fully integrated into your existing finance and HR systems. You get a seamless view of costs, enable real-time transaction matching and automated reconciliation, and control spend by setting daily, weekly , or monthly spending limits.
The process applies to both physical and virtual cards. Card admins can use the Perk website and app to manage both card types. Cardholders can access their own card using the website or app.
If you‘re looking to acquire Perk Cards, reach out to your account manager.
To create a Perk Card account and order your cards in Perk:
Note: Perk Card is currently offered in Switzerland under the acceptance and service regulations of the issuer bank HBL.
The account opening process typically takes 12 to 16 weeks. Make sure you take these timelines into account when requesting a Perk Card account.
Complete the KYB process
To open a bank account with our issuing bank, HBL, you must complete the account opening process, Know Your Business (KYB). This process involves providing information about your business and corporate setup, as well as determining a business contact for cards.
To approve your account opening request, additional information may be required. If this is the case, your KYB case officer from HBL will email you and request the missing documents.
If you have been approved by HBL, you‘ll receive a notification from your Perk account manager confirming that the card account was opened successfully. Once you‘ve been approved, you can order Perk Cards.
Assign the card admin in Perk
Once you’ve received confirmation that your account was opened successfully, you need to give a Perk user the card admin role so they can manage your company cards. In most cases, this is someone from your Finance or Accounting team.
To do this, your Perk account admin needs to follow the instructions on Assign roles and permissions.
Once assigned, they can start to order cards for your employees and manage card spending.