Basic
Observe activity
Basic shows available reported spending and payment activity. It cannot initiate, approve, block, hold, or move a payment.
Basic + Pro
Spending and payments
Keep a supported spending request, its requirements, and reported payment status connected.
In a supported Pro workflow
Bring the work and decision together before an instruction proceeds.
- Financial request and supporting evidence
- Configured fund and budget context
- Configured conditions and spending decision trail
- Partner instruction status and reconciliation context
Product scope
Reported activity in Basic. Supported workflow checks in Pro.
Pro
Govern a supported instruction
Pro can apply configured conditions to a supported spending instruction and hold it when a configured requirement is missing. A banking partner holds and moves community funds.
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