Pricing2025

ClearView Transformation System™ plans

We’ll review your existing travel and expense policy to flag bottlenecks, vague language, and missed control points—then recommend smart, employee-friendly improvements.

Client Time: 1.5 hours

We walk you through how to apply for business credit the right way—boosting approval odds and setting up your file for higher limits and better rewards.

Client Time: 30 minutes

We trace your full invoice process from intake to payment, spotlighting delays, duplicate work, and fraud exposure—then outline where automation can save hours.

Client Time: 1.5 hours

We evaluate your current cards, spend categories, and fee structures to identify hidden costs—and find higher-reward options that align with your strategy.

Client Time: 30 minutes

From expense reports to reimbursements, we diagnose your travel and expense workflow for leaks, delays, and manual churn—then deliver a streamlined, card-first fix.

Client Time: 1.5 hours

We analyze your ACH payment strategy and identify smarter ways to manage supplier payments while preserving liquidity and reducing bank-related friction.

Client Time: 1 hour

We show you how to build business credit profiles that support higher limits—and how to prepare the documentation that gets card issuers to say yes.

Client Time: 1 hour

Whether your business credit score is low or unknown, we walk you through steps to boost it fast—and explain how to maintain credibility with lenders and issuers.

Client Time: 1 hour

We break down your current spend mix and help you build a rewards strategy that turns everyday purchases into serious travel perks or cash rebate returns.

Client Time: 1 hour

We coach you through your funding options—from SBA loans to lines of credit—and help you prep the right financials to improve approval odds.

Client Time: 1 hour

Frequently asked questions

Who are these courses designed for?

These courses are built for operations, finance, and systems leaders—especially those responsible for travel & expense, accounts payable, or credit card strategy. If you're a CFO, controller, finance ops lead, or even a hands-on business owner, this is for you.

How are the courses delivered?

Each course includes 12 on-demand video modules (10–15 minutes each), downloadable quick reference guides, self-assessments, and optional strategic worksheets. You'll also get access to our office hours, and if you're in Pro Builder or Executive Scaling, you'll be invited to monthly implementation workshops or executive advisory sessions.

How is this different from just using a T&E or AP software vendor’s training?

Vendors teach you how to click buttons in *their* product. We teach you how to **design and optimize your entire spend ecosystem**—from policy to platform to performance. We’re card and platform-agnostic and focused entirely on your ROI, not theirs.

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We have the right transformation plan for you

Outcome Based Add-on Packages

Not sure which package is right for you?

Strategic Actions Menu

T&E Policy Audit - Simplify policies. Increase compliance.

Credit Application Coaching – Get approved. Maximize limits.

AP Workflow Audit – Expose inefficiencies. Eliminate waste.

Credit Card Review – Earn more from every dollar.

T&E Workflow Audit – Fix the flow. Reclaim hours.

ACH Strategy Overview – Reduce cash drag. Keep control.

Credit Limit Workshop – Break the ceiling. Fund growth.

Credit Score Improvement Workshop – Build credibility. Unlock financing.

Rewards Workshop – Miles or Cash – Stop leaving points on the table.

Business Funding Workshop – SBA Loans / LOC – Navigate lending. Secure capital.

Frequently asked questions

Who are these courses designed for?

How are the courses delivered?

How is this different from just using a T&E or AP software vendor’s training?

Join our newsletter

Follow us

Get in touch with us

Email us

Call us

We have the right transformation plan for you

Outcome Based Add-on Packages

Not sure which package is right for you?

Strategic Actions Menu

T&E Policy Audit - Simplify policies. Increase compliance.

Credit Application Coaching – Get approved. Maximize limits.

AP Workflow Audit – Expose inefficiencies. Eliminate waste.

Credit Card Review – Earn more from every dollar.

T&E Workflow Audit – Fix the flow. Reclaim hours.

ACH Strategy Overview – Reduce cash drag. Keep control.

Credit Limit Workshop – Break the ceiling. Fund growth.

Credit Score Improvement Workshop – Build credibility. Unlock financing.

Rewards Workshop – Miles or Cash – Stop leaving points on the table.

Business Funding Workshop – SBA Loans / LOC – Navigate lending. Secure capital.

Frequently asked questions

Who are these courses designed for?

How are the courses delivered?

How is this different from just using a T&E or AP software vendor’s training?

Join our newsletter

Follow us

Get in touch with us

Email us

Call us

Don't Leave Money Behind

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