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Getting Started

Step-by-step guides to help you set up Swipey in the right order.

Admin Guide

  • 1 Set your team's first budget on Swipey →
  • 2 Top up cards →
  • 3 Attach receipts →
  • 4 Fund your master account →
  • 5 Introduction to Swipey →
  • 6 Sign up to Swipey →
  • 7 Invite your team →
  • 8 Make Your First Transaction →
  • 9 Assign cards to your team →

Employee Guide

  • 1 Virtual cards vs Physical cards →
  • 2 Attach receipts →
  • 3 Making payments with a Swipey card →
Book a Swipey Success Session Quick question?

New to Swipey? Let's set your business up for success.

In just 30 minutes, a Finance Operations specialist will guide you through Swipey and help you manage your business finances with greater clarity and control.

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