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4 steps to getting your own white label expense management solution

4 steps to your own white label expense management solution

Word gets around. There’s growing demand from people involved with expense management for digital solutions. Sometimes they’ve seen a competitor’s offering, or they’ve worked for a company that already uses it. In some cases, the frustrations of handling expenses manually prompts them to search for an easier way.

With the right expertise, it’s possible to build an expense management solution from scratch. The problem is, it takes time and money which could be better spent on other areas of the business. The answer? Bring in a ready-made, easy-to-integrate white label solution from Findity.

We covered the basics of our white label expense management solution in our previous blog post. This time around, we’re focussing on the steps you can take to get started.

1. Know what customers need


Whether you’re a card provider, accounting and payroll service, or a financial software company, your expense management solution needs to meet the needs of your customers. That includes their company policies, the type of expenses they incur, and whether they use corporate cards.

2. Find a white label solution

This one’s easy! Findity was first to market in this space, so we’ve had longer to perfect our offer. Once you’ve decided on a white label expense management solution, our partner account managers can help you get set up to meet the needs of your customers.

3. Get building and onboarding

We then help you get the service up and running. This includes branding the app, the client application, and the web service. We onboard systems owners and train your team to help customers get started.

4. And you’re live!

With the technology and knowledge in place, it’s time to take your white label expense management solution to market. And once you’re good to go, your partner account manager from Findity is there to support you every step of the way.

Strength in partnership

Our commitment to white label partners doesn’t stop once they’re up and running. Our organisation is built to support our partners to succeed. So as a partner, we get as involved as you need us to be, giving you support whenever you need it. On top of that, we continually innovate and improve our product with feedback from our partners. So you can influence our priorities for product development.

Looking to enhance your offering with white label expense management? Book a demo.