Vendor Onboarding & Tool Provisioning
Let agents try new tools and services without putting your main card at risk.
The Problem
New tools often come with trials, then renewals. When agents sign up for services, trial budgets can quietly turn into ongoing charges on a shared card with no clear record of who approved what.
The Solution
Issue a dedicated card for each new vendor with a small cap and an expiry date. If the trial ends or you decide not to keep the tool, freeze the card and the charges stop.
Key Features
Small trial budgets
Start with a low cap for each new vendor. Raising the limit requires your approval.
Locked to one vendor
The card only works at the vendor it was set up for. Trial spend cannot drift elsewhere.
Plan and seat records
Every charge is saved with the tool name, plan tier, and who requested it.
Instant cancel
When the trial ends, freeze the card. Renewals stop immediately.
How It Works
Agent proposes a tool
Your agent recommends a new service and gives a reason and expected cost.
Trial budget set
Proxy issues a card with a small cap locked to that vendor.
Trial begins
The agent signs up and the card covers the trial period only.
Keep or cancel
You review the results and either continue or freeze the card to stop billing.
Ready to get started?
Issue your first card or bank account in minutes.