Google Docs Manager
Generate compliance documents, agreements, and reports directly in Google Docs
Auto-generates a full reconciliation report from live platform data — transactions, expenses, virtual card spend, and cross-border transfers.
Comprehensive expense policy for global employees covering spending limits, virtual card rules, receipts, and FX expenses.
Standard onboarding agreement for new clients covering services, KYC/AML, fees, data protection, and termination.
Standardised user agreement for virtual cardholders covering authorised use, spending limits, security, and disputes.
Auto-generated monthly report template covering card metrics, spend by category, top merchants, and compliance flags.
Service agreement for global shopping partners covering obligations, revenue share, data privacy, and dispute resolution.