Frequently Asked Questions

What is Trimwire?

Trimwire makes manual spend management a thing of the past.

By combining spend intelligence, virtual cards, and data management into one platform, finance leaders can empower their organizations with the ability to buy what they need without losing control of their budget.

Finance leaders that use Trimwire gain real time visibility into all vendor spend, establishing accurate audit trails for every vendor and every purchases.

Trimwire integrates with existing workflows to automate reconciliation after every purchase, saving time and improving accounting accuracy.

How do I sign up?

Trimwire is in closed beta. If you are interested in joining, you can sign up by requesting a demo and we'll be in touch.

How does it work?

We start by verifying the organization's EIN, date of incorporation, and current address, as well as all individuals that own at least 25% of the company. This is an automated process in which Trimwire retains no data.

Implementation begins by closely coordinating with finance leadership to map out existing systems and workflows. This includes everything from ERP products like Netsuite and Quickbooks Online to expense management tools like Expensify and corporate cards.

Once the systems are integrated, Trimwire processes all transactions and categorizes them along multiple dimensions, including payment method, vendor and product name, as well as payment schedule. Users are then able to immediately sort and filter spend according to their needs, as well as create purchase requests and approve payments.

What are purchase requests and how do they work?

Purchase requests are a simple way for team members to get the tools and services they need without potentially compromising budgets.

Finance administrators are able to set department leads, who are in charge of ensuring that purchases are necessary. If a department lead does not exist for the requested purchase, the finance administrator acts as the default approver.

Enterprise accounts have access to more complex purchasing features, including multi-level and cross departmental approval flows.

What are all the integrations available?

There are 2 kinds of integrations: 2 way and read only integrations.

2 way integrations include Quickbooks Online, Xero, Netsuite and Sage Intacct. These integrations power reconciliation and purchase requests for Trimwire virtual card transactions as well as vendor spend intelligence.

Read only integrations include direct integrations with vendors like Slack and Zoom, as well as expense management software like Expensify.

How do you protect my data?

Trimwire uses SSL encryption to protect your data, the same way that banks do. We make sure to store every piece of information and run every snippet of code in secure systems. You can read more about how we keep your data safe here:

Can I request a physical card?

Yes. Every administrator and approver can also request a physical card.

What card network does a Trimwire card use?

Trimwire virtual cards will work anywhere that accepts Visa. We're currently building a feature that allows you to bring your existing cards onto Trimwire's platform.

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