Subscription guard
Auto-detect new SaaS subscriptions, assign approvers, and reconcile charges.
- Spend threshold notifications
- Owner assignment workflow
- Export to expense management
Upcoming payments
Review, approve, and adjust payment schedules. UIG notifies teams when invoices require attention and provides clean exports for accounting.
| Due date | Vendor | Amount | Payment method | Status |
|---|---|---|---|---|
| Feb 20, 2024 | Aurora Labs | $12,500.00 | ACH - Elevate Checking | Awaiting approval |
| Feb 22, 2024 | CloudScale Infrastructure | $8,200.00 | Virtual Card | Scheduled |
| Feb 25, 2024 | Studio Collective | $4,100.00 | Wire - Treasury | Approved |
| Mar 1, 2024 | Innovation Hub Lease | $18,750.00 | ACH - Reserve Savings | Pending docs |
Automation recipes
Use pre-built flows to streamline common payment scenarios.
Invoice automation
Ingest vendor invoices, extract metadata, and initiate payments with matching POs.
- Optical character recognition
- Three-way matching
- Escalation reminders
Travel & expense
Offer real-time reimbursements with policy checks and instant virtual cards.
- Per diem policy enforcement
- Receipt capture via mobile
- Automated ledger coding
Compliance controls
Every payment follows configurable approval policies tied to dollar thresholds and risk profiles.
Approval matrix
- < $5,000 — Auto-pay after manager review
- $5,000 - $25,000 — Dual approval required
- > $25,000 — Executive sign-off + compliance
Document vault
- Upload contracts and SOWs
- Retention policy automation
- Role-based document access