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Expense Management Cards from Caxton

Prepaid business expense cards to manage team spending. Set budgets, automate expense tracking, and gain real-time visibility into company expenses to enhance expense management and reduce administrative workload.

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Product analysis by function

Cash Management Systems for Corporate Banking

Platforms that help businesses manage their cash flow, liquidity, and working capital needs efficiently.
More Cash Management Systems More Corporate Banking ...

Account Management
(7 Yes /7 Known /11 Possible features)

Payments Management
(8 Yes /8 Known /11 Possible features)

Liquidity Management
(0 Yes /0 Known /10 Possible features)

Security and Access Control
(0 Yes /0 Known /10 Possible features)

Integration and Connectivity
(0 Yes /0 Known /10 Possible features)

Reporting and Analytics
(0 Yes /0 Known /10 Possible features)

User Experience and Interface
(4 Yes /4 Known /10 Possible features)

Compliance and Regulatory
(0 Yes /0 Known /10 Possible features)

Cash Forecasting
(0 Yes /0 Known /10 Possible features)

Service & Support
(1 Yes /1 Known /10 Possible features)

System Performance and Scalability
(0 Yes /0 Known /10 Possible features)

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Multi-account Display Ability to view and manage multiple accounts in a single interface.		Caxton Business Cards dashboard consolidates multiple employee and card accounts for business expense management.
Real-time Balance Updates Balances update instantly as transactions occur.		Platform provides real-time balance and transaction feeds for cards, according to product site.
Account Grouping Ability to group or organize accounts for easier monitoring.		No information available
Automated Account Reconciliation Automatically reconcile bank accounts with internal ledgers.		No information available
Sweep Account Functionality Automatic transfer of funds between accounts to maintain specified balances.		No information available
Account Statements Export Export detailed statements and reports in various formats (PDF, Excel, CSV).		Expense reports/statements can be exported as CSV or Excel for reconciliation and reporting.
Consolidated Cash Position Show consolidated cash position across multiple accounts and currencies.		Dashboard gives consolidated cash/expense overview across multiple cards and company balances.
Sub-account Management Support for managing virtual or sub-accounts under a main account.		Supports creation of virtual cards and management of spending at the sub-account (employee) level.
Customizable Account Views Allow users to personalize dashboard/settings for account information.		Allows personalized views and dashboard widgets for spend categories, team members and budgets.
Historical Account Data Access Lookup and analyze past transactions and balances.		Users can search, export, and analyze historic transactions for expense management.
Account Data Retention Period The length of time account information is available in the platform.		No information available

Bulk Payment Processing Enable processing of multiple payments in one operation.		Bulk action options include multiple card loads, spend allocations, and card activation, simplifying payment operations.
Payment Scheduling Ability to set up future-dated or recurring payments.		Admins can set up scheduled and recurring top-ups/payments for expense cards.
Real-time Transaction Tracking Monitor payment status as they move through processing.		Tracks all spend activity in real time and provides notification of payment status.
Payment File Upload Support for uploading payment instructions in various formats, e.g., MT101, XML, CSV.		Supports upload of bulk expense/payment files for card loads or expense data.
Payment Authorization Workflow Configure maker-checker and multi-level approval workflows.		Admins can use approval workflows for high-value or exception spend authorizations.
Global Payment Capabilities Enable both domestic and international payments across multiple currencies.		No information available
Recurring Payment Templates Store and reuse templates for frequently used payment instructions.		Recurring card funding rules/templates can be saved for employee expenses.
Payment Limit Controls Set transaction or daily limits per user/role.		Limits per card/user can be set for spends and loads.
Instant Payment Processing Time Time required for instant/faster payments to be processed.		No information available
SEPA/ACH/SWIFT/RTGS Integration Systems support for major payment rails and protocols.		No information available
Payment Status Notification Send alerts/notifications about payment status to users.		Push and email notifications available for spend, load, or declined transaction.

Liquidity Forecasting Project short- and long-term cash positions using algorithms and data trends.		No information available
Cash Pooling Centralized management of cash across multiple accounts/entities.		No information available
Notional Pooling Aggregate balances for interest optimization without physical fund movement.		No information available
Target Balancing Automatically transfer funds to maintain target balances in specified accounts.		No information available
Intercompany Loan Management Facilitate and track internal lending between subsidiaries.		No information available
Daily Liquidity Reports Automated daily reporting on cash positions and liquidity metrics.		No information available
Liquidity Stress Testing Scenario analysis and stress testing to simulate potential cash shortfalls.		No information available
Investment Sweeps Automate short-term investments of surplus funds.		No information available
Intraday Liquidity Monitoring Observe and analyze cash flows within the business day.		No information available
Liquidity Dashboard Update Frequency How often the liquidity dashboard data refreshes.		No information available

Multi-factor Authentication (MFA) Require multiple forms of authentication for user login and approvals.		No information available
Role-based Access Control Configure user roles with granular permissions for features and data.		No information available
Audit Trail Automated, immutable logging of user activities and changes.		No information available
IP Whitelisting/Geofencing Restrict access based on IP addresses or physical locations.		No information available
Password Policy Enforcement Enforce complexity, history, and expiration policies for passwords.		No information available
Session Timeout Automatic user logout after period of inactivity.		No information available
Customizable Approval Limits Set approval authority thresholds per user or transaction type.		No information available
User Provisioning API Automated user creation/integration via API.		No information available
Annual Penetration Testing Independent security testing performed per year.		No information available
Encryption Level Strength of data encryption at rest and in transit.		No information available

ERP Integration Direct/standard integration with major ERPs (SAP, Oracle, etc.).		No information available
Open API Access Availability of RESTful APIs for external system integration.		No information available
SWIFT Connectivity Integrated connection to SWIFT network for messaging and payments.		No information available
File Format Flexibility Support for a wide range of import/export file formats (MT940, BAI2, XML, CSV, etc.).		No information available
Automated Data Import/Export Schedule or trigger automatic data flows.		No information available
Bank Integration Coverage Number of supported banking connections via host-to-host, API, SWIFT, or other means.		No information available
Webhooks/Callback Support Real-time event notifications via webhooks.		No information available
Single Sign-On (SSO) Integration Compatibility with SSO solutions (SAML, OAuth, etc.).		No information available
Data Mapping Tools Customizable mapping between platform and external data fields.		No information available
Integration Onboarding Time Average time to onboard new integrations.		No information available

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Financial Technology Year

Expense Management Cards from Caxton

Product analysis by function

Cash Management Systems for Corporate Banking

Account Management
(7 Yes /7 Known /11 Possible features)

Payments Management
(8 Yes /8 Known /11 Possible features)

Liquidity Management
(0 Yes /0 Known /10 Possible features)

Security and Access Control
(0 Yes /0 Known /10 Possible features)

Integration and Connectivity
(0 Yes /0 Known /10 Possible features)

Reporting and Analytics
(0 Yes /0 Known /10 Possible features)

User Experience and Interface
(4 Yes /4 Known /10 Possible features)

Compliance and Regulatory
(0 Yes /0 Known /10 Possible features)

Cash Forecasting
(0 Yes /0 Known /10 Possible features)

Service & Support
(1 Yes /1 Known /10 Possible features)

System Performance and Scalability
(0 Yes /0 Known /10 Possible features)

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Custom Report Builder Users create tailored reports with selected fields and filters.		No information available
Scheduled Reporting Automate report delivery on a regular cadence via email or platform.		No information available
Dashboards with Drill-down Interactive dashboards with the ability to explore underlying data.		No information available
Graphical Visualization Tools Generate charts and graphics for better data interpretation.		No information available
Export to Multiple Formats Reports and dashboards can be exported in PDF, Excel, CSV, etc.		No information available
Audit and Compliance Reports Prebuilt templates for regulatory and audit needs.		No information available
Real-time Data Analytics Analytics update instantly as new transactions process.		No information available
Historical Data Analysis Window Amount of historical data available for reporting and analytics.		No information available
Predictive Analytics Forecasting cash flows and trends using machine learning.		No information available
Regulatory Data Extraction Speed Time taken to extract a standard regulatory report.		No information available

Responsive Web Design Platform adapts to different devices and screen sizes.		Interface is responsive for desktop and mobile use; design adapts to all devices.
Multilingual Support Availability of the interface in multiple languages.		No information available
Accessibility Features Compliant with accessibility standards (e.g., WCAG, screen readers).		No information available
Customizable Dashboards Users personalize their workspace for maximum efficiency.		Customizable dashboards for managers to view spend, teams, budgets, and alerts.
Search and Filter Quickly find specific transactions, reports, or entities.		No information available
Mobile App Availability Native iOS and Android apps for on-the-go usage.		Caxton Card App available on iOS and Android for business and cardholder users.
User Onboarding Experience Rating Average rating of the onboarding process from user feedback.		No information available
User Guide/Help Center Comprehensive documentation and help tools built in.		Comprehensive help center, FAQs and user guides available.
Contextual Assistance Tooltips, walkthroughs or real-time suggestions embedded in the platform.		No information available
Interface Load Time Time taken to fully load the main interface/dashboard.		No information available

Audit Log Retention Retention of a full, immutable log of actions for audit trail.		No information available
Regulatory Reporting Automation Automatic generation and submission of required regulatory filings.		No information available
KYC/AML Integration Integration with or tools for Know Your Customer and Anti-Money Laundering processes.		No information available
SOX Compliance Support Built-in controls and workflows to support Sarbanes-Oxley compliance.		No information available
GDPR/Data Privacy Controls Features to support global data privacy regulations and user rights.		No information available
OFAC/Sanctions Screening Checks payments and counterparties against sanctions lists.		No information available
Tax Reporting Tools Automated preparation of necessary tax documentation and forms.		No information available
Custom Compliance Rule Engine Ability to define business- or geography-specific compliance rules.		No information available
Compliance Certificates Current certificates for all major relevant standards (ISO, PCI DSS, SOC2, etc.).		No information available
Sanctions Screening Speed Typical time to screen a transaction for sanctions.		No information available

Multi-horizon Forecasting Short-, medium-, and long-term cash projections.		No information available
Forecast Accuracy Indicator Display and analysis of forecast versus actual variance.		No information available
Scenario Planning Ability to model and compare different predictive scenarios.		No information available
Integration with Budgeting Tools Sync forecasts with internal budgeting and planning systems.		No information available
Automated Data Feeds Ingest internal and external data sources for forecasting.		No information available
Forecast Update Frequency How frequently forecasts can be recalculated or updated.		No information available
Currency Conversion Support Accurately forecast cash positions across currencies.		No information available
Sensitivity Analysis Model the impact of variable changes on forecast outcomes.		No information available
Forecasting Algorithm Options Choice of statistical or AI models for prediction.		No information available
Forecasting Accuracy Rate Reported accuracy rate based on user benchmarks.		No information available

24/7 Technical Support Live customer service via multiple channels (phone, chat, email).		No information available
Dedicated Account Manager Assigned single point of contact for the client.		No information available
Implementation Support Assistance during onboarding and deployment.		Information on product page and in onboarding guides indicate onboarding/implementation support.
Online Knowledge Base Comprehensive online library of FAQs, guides, and troubleshooting.		No information available
Training Materials & Workshops Access to training sessions and e-learning resources.		No information available
Service Level Agreement (SLA) Uptime Guaranteed uptime per SLA agreement.		No information available
Incident Resolution Time Average time to resolve critical technical issues.		No information available
User Community/Forum Peer-to-peer online support and best practice sharing.		No information available
In-app Support Chat Built-in real-time messaging with support team.		No information available
Multilingual Support Staff Support staff available in multiple languages.		No information available

Concurrent User Capacity Maximum number of users supported at the same time.		No information available
Transaction Throughput Number of transactions processed per unit time.		No information available
Failover/Redundancy Systems Redundant systems to ensure continuity in case of hardware/software failure.		No information available
Disaster Recovery RTO Recovery Time Objective after a disaster event.		No information available
Disaster Recovery RPO Recovery Point Objective (maximum data loss tolerable).		No information available
Peak Load Support Platform supports agreed performance at peak transaction volumes.		No information available
Automatic Scalability System automatically scales up/down with resource demand.		No information available
API Rate Limiting Limits concurrent calls to prevent overload.		No information available
System Monitoring Tools Built-in tools for tracking system health and performance.		No information available
Platform Upgrade Frequency Frequency with which new versions/releases are made available.		No information available

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Financial Technology Year

Expense Management Cards from Caxton

Product analysis by function

Cash Management Systems for Corporate Banking

Account Management (7 Yes /7 Known /11 Possible features)

Payments Management (8 Yes /8 Known /11 Possible features)

Liquidity Management (0 Yes /0 Known /10 Possible features)

Security and Access Control (0 Yes /0 Known /10 Possible features)

Integration and Connectivity (0 Yes /0 Known /10 Possible features)

Reporting and Analytics (0 Yes /0 Known /10 Possible features)

User Experience and Interface (4 Yes /4 Known /10 Possible features)

Compliance and Regulatory (0 Yes /0 Known /10 Possible features)

Cash Forecasting (0 Yes /0 Known /10 Possible features)

Service & Support (1 Yes /1 Known /10 Possible features)

System Performance and Scalability (0 Yes /0 Known /10 Possible features)

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Account Management
(7 Yes /7 Known /11 Possible features)

Payments Management
(8 Yes /8 Known /11 Possible features)

Liquidity Management
(0 Yes /0 Known /10 Possible features)

Security and Access Control
(0 Yes /0 Known /10 Possible features)

Integration and Connectivity
(0 Yes /0 Known /10 Possible features)

Reporting and Analytics
(0 Yes /0 Known /10 Possible features)

User Experience and Interface
(4 Yes /4 Known /10 Possible features)

Compliance and Regulatory
(0 Yes /0 Known /10 Possible features)

Cash Forecasting
(0 Yes /0 Known /10 Possible features)

Service & Support
(1 Yes /1 Known /10 Possible features)

System Performance and Scalability
(0 Yes /0 Known /10 Possible features)