Corporate Credit Card Expense Reconciliation Form

Managing corporate credit card expenses shouldn't mean drowning in receipts and spreadsheets. This Corporate Credit Card Expense Reconciliation Form helps finance teams, employees, and managers streamline the entire reconciliation process—from transaction matching to category coding to receipt uploads—all in one place.

Built for businesses that issue corporate cards to employees, this template makes monthly reconciliation faster and more accurate. Employees can review their transactions, match them with receipts, assign appropriate expense categories, and submit everything for approval without the back-and-forth of email chains or lost documentation.

Why Paperform is perfect for expense reconciliation:

With Paperform's flexible form builder, you can customize expense categories to match your chart of accounts, add conditional logic to route high-value expenses for additional approval, and use calculation fields to automatically total expenses by category. The file upload fields make it easy to attach receipts directly to each transaction, creating a complete audit trail that your finance team will love.

Take it further with Stepper to automate what happens after submission. Connect your expense form to your accounting software like QuickBooks or Xero, send approval requests to managers based on amount thresholds, update your financial tracking spreadsheets, and notify the finance team when reconciliation is complete—all without manual data entry.

For businesses that need signatures on expense reports, Papersign lets you collect secure eSignatures from employees certifying their expenses are accurate and compliant with company policy, plus manager sign-offs for approval.

Whether you're a small business managing a handful of corporate cards or a growing company with dozens of employees submitting monthly expenses, this template gives you the structure and automation to keep expenses organized, compliant, and reconciled on time.