Types of card connections in Fyle
Fyle offers options to connect different types of corporate cards to your account. Please contact your admin to confirm your card's category.
Real-time feed for Visa/Mastercard corporate cards:
Fyle provides a real-time feed with Visa/Mastercard corporate cards. Once your card is connected to Fyle, any transaction made using the card will instantaneously be captured in your Fyle account.
Direct feed for American Express cards:
Fyle provides a direct feed with American Express corporate cards. Only your admin can connect your American Express cards to the direct feed on Fyle. You do not have any action here.
Bank feed for all other cards: Fyle provides a bank feed with majority of available cards. Once your card is connected to Fyle using the bank feed, any transaction made using the card will be captured in your Fyle account within 24-48 hours.
Connect your card to real-time feed
If your Visa/Mastercard is eligible for Fyle's real-time feed, use the below steps to add it to your Fyle account.
Please contact your admin to confirm your card's eligibility.
From your dashboard, click on Add Corporate Card.
(Alternatively, you can do this from My Settings > Corporate Cards > Manage Corporate Cards.)
Enter your card number. Click on Add.
In case a verification step is displayed, select the correct recent transaction from your card from the given options.
This will successfully add your Visa/Mastercard card to your account. Any transactions you make from this card will instantaneously flow into your Fyle account.
What happens next?
Once your card is successfully connected to Fyle's real-time feed, any transaction you make using the card will instantaneously flow into your Fyle account. You can complete the expense by attaching the receipt and any other required details.
Connect your card to American Express direct feed
Please contact your admin to confirm if your card is eligible for American Express direct feed. If so, only your admin can add the card to Fyle and assign it to you. You can no action here.
What happens next?
Once your card is successfully connected to Fyle's American Express direct feed by your admin, any transaction you make using the card will usually flow into your Fyle account within 24-48 hours of the transaction being made. You can complete the expense by attaching the receipt and any other required details.
Connect your card to bank feed
If your card is ineligible for Fyle's real-time feed or American Express direct feed, use the below steps to add it to your Fyle account.
Please contact your admin to confirm your card's eligibility.
From your dashboard, click on Add Corporate Card.
(Alternatively, you can do this from My Settings > Corporate Cards > Manage Corporate Cards.)
Enter your card number. Click on Add.
You will be redirected to your bank's portal. Log in using your credentials and authorize the connection.
What happens next?
Once your card is successfully connected to Fyle's bank feed, any transaction you make using the card will usually flow into your Fyle account within 24-48 hours of the transaction being made. You can complete the expense by attaching the receipt and any other required details.
Personal cards
Fyle also allows you to add personal cards if you are using them for business expenses. You can use the transactions from these account to claim reimbursements for any expenses you've made on behalf of your organization.
To know more about personal cards, read this article: Adding your personal card to Fyle