How soon can I start using Devote after onboarding?
Once you have completed the onboarding process with Devote, you can start using the platform almost immediately. Our streamlined onboarding procedure is designed to get you up and running quickly, ensuring that you can begin managing your nonprofit's expenses effectively in no time. Once we have verified your organization, you can begin using the cards and other software features instantly.
During the onboarding process, you will work closely with our dedicated team to set up your organization's account, configure your expense categories, and customize your expense policies. We will guide you through the necessary steps to integrate your existing financial systems, such as connecting your bank accounts or importing transaction data. Our team will also assist you in issuing Devote credit cards to your authorized staff members, allowing for seamless expense tracking.
Once you have completed the onboarding checklist and have reviewed all the necessary information, you will have full access to the Devote platform. This includes our expense management dashboard, receipt scanning and storage feature, real-time expense tracking, and comprehensive reporting capabilities.
By utilizing Devote, you will be able to oversee your nonprofit's expenses efficiently, reduce administrative burden, and gain valuable insights into spending trends. Our platform ensures compliance with your organization's financial policies and provides a transparent and secure environment for expense management.
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