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Everything you need to let agents spend safely.

Cards, rules, approvals, credit and records, built for software that pays on your behalf.

Cards

A virtual card for every agent

Issue a card in seconds. Give each agent its own card, or create a single-use card for one purchase.

  • Works wherever cards are accepted online
  • Lock a card to one merchant
  • Freeze or cancel instantly
Spending rules

Rules the agent can’t break

Set limits and allowed categories for each agent. Every payment is checked against them before any money moves.

  • Limits per purchase, per day and per month
  • Allow or block categories and merchants
  • Changes apply immediately
Atlas · rulesSaved
$200
$5,000
Allowed
Approvals

A person decides on the big ones

Purchases above your threshold pause until someone on your team approves. If nobody answers in time, the payment is declined.

  • Approve or decline in one click
  • Choose who can approve
  • The agent is told the result
Credit limits

Credit limits with the reasons shown

Each agent’s limit is based on its real activity with Steadfield and your company’s credit history. You always see why.

  • Reviewed as the agent builds a record
  • The same rules for every agent
  • Every decision stored with its inputs
Score742
Credit limit$25,000
Activity historyStrong
Company credit fileGood
Repayment recordExcellent
Why: 6 months of steady activity and every repayment on time.
Repayment

Repay monthly, or from revenue

Pay the balance automatically each month, or repay as a fixed share of the revenue your agents bring in.

  • More in strong months, less in slow ones
  • Collected automatically from the agent’s wallet
  • Clear balance and history at all times
Balance over 6 monthsIllustrative
$8k$4k$0 JanJun
Records

A complete record of every purchase

Every transaction is logged against the agent that made it, in a record that can’t be quietly changed. Export it for your finance team at any time.

  • Filter by agent, merchant or date
  • Export to CSV for your accounts
  • Any change to past entries is detected
How records are protected →
Transactions · AtlasExport CSV
#1044CloudCredits · Cloud$120.00
#1043Figma · Software$45.00
#1042Staples · Office$38.00
#1041Namecheap · Software$12.00

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