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Customers

A Customer is the entity responsible for funding card spending. Customers can be individuals (consumers) or businesses (corporate).

Customer Types

Creating a Customer

Customer Fields

KYC Verification

Customers must complete KYC (Know Your Customer) verification before issuing cards. The verification status can be:
  • pending - Awaiting verification
  • verified - Approved for card issuance
  • rejected - Verification failed

Default Policies

Customers can set default spending policies that apply to all their agents and cards unless overridden.

Next Steps

Agents

Create agents to spend on behalf of customers

Cards

Issue virtual cards