To meet developments in employee benefits and professional expenses, Treezor offers the Card Account Selection (CAS) feature, designed to offer a flexible, fluid and secure solution for associating a card payment to different types of accounts.
Contact us !Treezor’s Card Account Selection allows businesses to associate a card with multiple accounts in an innovative and flexible way. This solution offers two assignment modes, each designed to meet specific payment management and user experience needs.
This mode gives the end user the freedom to choose, depending on their needs or obligations, for each transaction, the account they wish to use at the time of payment. This type of assignment is particularly suitable for cards offering a variety of features, such as employee benefits or professional expenses, because it guarantees the user direct control and increased flexibility in managing their expenses.
This mode is configured by Treezor’s clients and is based on predefined rules. When the CAS is combined with Treezor’s new Card Management System (CMS), it is possible to establish assignment rules to automate account selection based on specific criteria. For example, a rule can be set to debit a specific account based on transaction category (business travel, purchase of supplies, etc.), amount, or even time of day. Dynamic allocation therefore allows companies to manage and personalize the distribution of expenses according to their own policies, guaranteeing compliance with their obligations and total fluidity for the card holder. These two allocation methods allow companies to offer an optimized user experience while respecting financial flow management requirements. With Treezor’s CAS, flexibility and innovation are at the heart of the experience, allowing businesses to centralize and control various types of spend within a single card
Treezor’s CAS feature has several key benefits
The possibility of switching from one account to another offers a certain flexibility in the management of funds. Whether it concerns different expense categories: professional, employee benefits or personal funds, the Treezor CAS provides a simple and intelligent, all-in-one solution.
The end user no longer needs to carry multiple cards. Treezor’s CAS automatically selects the appropriate account, creating a seamless payment experience.
CAS also allows for clearer disassociation of payment flows by account, providing ease of reconciliation to businesses.
By choosing Treezor’s CAS solution, clients benefit from:
Treezor offers an API that facilitates the integration of the CAS feature into existing applications, for rapid and efficient implementation.
The combination of CAS with the powerful MDC rules engine developed by Treezor guarantees a unique, fluid and intuitive user experience while offering secure and flexible management of complex financial flows. With this innovation, Treezor is redefining BaaS standards by offering intelligent, flexible payment solutions adapted to your needs.
A new user experience that facilitates and strengthens the card’s use (top of wallet card) while differentiating you from the competition.
Employers can bundle various benefits—such as meal subsidies, transport stipends, sports and culture—under a single card. The user can then use the same card for different uses without having to manage several accounts and cards.
Companies looking to optimize the monitoring of expenses can use CAS to link different budgets to a single card. For example, one account for overseas travel expenses, another for office supplies and a third for fuel or electric charging.
Customers can dynamically manage multiple accounts, to easily segment the daily expenses on one side, ATM withdrawals and travel plans on the other.
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