How is this different from a corporate card with category controls?

A card controls who can spend, but doesn't know about per-recipient over-gifting, per-campaign budgets, or in-flight (uninvoiced) exposure as a separate concept. Our caps are programmatic and audit-trailed at the order layer.

Can we run an external audit against your numbers?

Yes. Every cap edit, every credit hold, and every override is captured in an append-only audit log. Standard read-only exports are available.

Do API integrations have to change?

No. The external REST API contract is unchanged. Existing integrations work identically.

Your Merch account rep enables budget controls on your account, sets the initial credit limit, and walks your team through role assignment + cap configuration. Typical setup runs about a week, depending on complexity.

For Finance Teams

Corporate Gifting With Real Financial Controls

Multi-level spend caps, a continuous credit limit, full audit trail. Delegate gifting to marketing and sales without losing oversight of in-flight exposure.

Continuous fulfillment credit limit per accountAnnual per-recipient cap (anti-over-gifting)Per-campaign budget + invite-link capsPer-team and per-user period caps (monthly / quarterly / annual)Append-only audit ledger for every cap changeAppend-only audit ledger for every credit hold + overrideThree-tier role hierarchy: Admin, Manager, SenderOptional Teams for shared budgets + campaign-scoped access

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Gifting Programs Without Real Controls Become Your Problem

What usually goes wrong

No visibility until the bill arrives

Distributed senders run their own campaigns. Finance finds out about overspend at month-end — too late to do anything about it.

Audit asks who-spent-what-when

Compiling cap changes and approvals across spreadsheets and Slack threads takes days. Auditors want clean evidence, not archeology.

No separation between credit decision and budget delegation

Most tools force you to either prepay (carrying float on their books) or hand over a credit card with no per-team controls. Neither is governable.

Over-gifting incidents are embarrassing

A recipient gets a second gift from a different team. The auditors get a complaint. The CMO gets an angry email. It's all preventable with the right caps.

Multi-Level Caps + a Continuous Credit Limit, Audit-Trail Native

How we run it

Five cap layers, all optional

Per-recipient annual, per-campaign budget + link counts, per-team period cap, per-user period cap, and the account-wide fulfillment credit limit. Stack only what you need.

Fulfillment credit limit (continuous, not periodic)

A single dollar number caps how much in-flight (allocated but not invoiced) gifting your account can carry. Naturally frees when invoices land. No floats, no prepay.

Cap-change audit trail — every cap change captured

Every edit writes a row: before, after, actor, reason, timestamp. Audit can answer compliance questions in seconds.

Credit holds, not broken recipient links

Over-cap orders park silently. Recipients always redeem successfully. Your finance lead reviews the queue and clears holds in batch.

Account-rep-owned credit limit

Customer admins can never raise the fulfillment credit limit themselves. Your Merch account rep owns that decision — captured with required reason.

Auto-release on invoicing

Held orders clear automatically when the monthly invoice cycle frees headroom. No manual triage; the existing rhythm of your AR cycle is the natural release.

Frequently asked questions

5 answers

Never. Holds are recipient-invisible by design. The tracking page renders the normal 'processing' copy. Only your admin and your Merch account team see the queue.

Related teams

All teams →

Marketing Teams HR & People Teams Sales Teams

Talk to a Spend-Controls Specialist

No platform fees. No prepayment required. Real credit terms.

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