Spend Platform Selection & Rollout
The right category of spend platform for your stage, chosen against your requirements, configured and rolled out to your team.
The problem this solves
Startups often buy a spend platform from a demo, skip the policy and approval design, never finish the accounting integration and end up running two systems. This engagement starts with your requirements and stage, compares platform categories against them, and stays through configuration and training so the platform you choose actually runs your spend.
Workstreams
Requirements
Requirements definition with your finance, operations and department leads.
Shortlist and scoring
A shortlist by platform category, scored against your requirements and costs.
Business case
A written business case and implementation plan for the option you choose.
Configuration
Configuration alongside your team, including policy, limits and approval setup.
Integration and training
Accounting integration mapping and training for admins, approvers and card holders.
What you receive
- A written requirements document
- A platform-category shortlist with a scoring sheet
- A business case and implementation plan
- A configured platform with your policy, limits and approval flows
- An accounting integration mapping document
- Training sessions and a written admin guide
Who this is for
- Founder-led companies outgrowing shared cards and chat approvals
- Operators asked to pick a spend platform without a clear process
- Startups that bought a platform and never finished the rollout
Who this is not for
- Founders looking for a recommendation of one specific vendor
- Companies wanting a platform resold or financed through us
- Teams looking for a quick software demo
How an engagement starts
- Apply through the contact page with a short note on your company and current spend setup.
- We hold a scoping conversation to confirm fit, requirements and scope.
- You receive a written proposal with scope, deliverables and fee. The engagement begins once you accept it.
What this is not
This is not tax, legal or investment advice. We advise on and configure your own existing card, banking and spend tools. TowerFlow CFO does not issue cards, hold client funds or act as a bank or card provider. This engagement is platform-neutral: we do not resell, endorse or take referral fees from any spend platform.
Frequently asked questions
Do you recommend a specific platform?
No. We compare platform categories and options against your requirements. You make the final choice, and we take no referral fees.
Do you issue cards or hold funds?
No. The platform you choose and your bank provide those services. We configure and roll out your own setup.
Who needs to be involved from our side?
A founder or operations lead, plus the budget owners who approve spend.
Does this include ongoing support?
The engagement covers selection, configuration and training. Ongoing support can be scoped separately.
How do I apply?
Use the Apply button to reach our contact page and tell us about your company and current spend setup.