Who can apply?
Only subscribed Workyard customers can apply for the Expense product.
Subscribed customers can apply directly and book a demo.
Trial customers can book a demo to learn more.
Approval process
Once you submit your completed application, approval usually happens in under 5 seconds.
However, some applications may require a manual review by our banking technology partner, Unit.
If this happens:
You might be asked to provide additional documentation in-app or via email.
Your application could be denied after review.
If your application is denied, don’t worry — you can reapply at any time once the issue is resolved.
Example Flows
Here’s what each possible outcome looks like:
Approved Flow – View Video
Denied Flow – View Video
Awaiting Documents Flow – View Video