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Marketing agency eliminates expense chaos and gains budget control with Spendesk

I can’t imagine how our business would operate without Spendesk. We couldn’t ask for a better spend management system.

Julie Rodrigues, Finance Director, led Hallam’s transformation from shared-card chaos to fully automated spend management across its distributed team.

FTES

51-200

Customer since

2022

Integration

Xero

Process adoption

100%

Julie Rodrigues, Finance Director

Key results with Spendesk

  • Eliminated the risks associated with shared cards: no more cards “being passed around”, which previously created major month-end reconciliation issues.

  • Real-time budget visibility: budget owners can now monitor spend throughout the month instead of waiting for monthly reports.

  • Automated subscription control: “ghost subscriptions” were eliminated when employees left the business with active tool accounts still running.

  • Streamlined month-end close: expenses now arrive pre-categorised and reconciled, reducing manual work.

  • Multi-currency efficiency: reduced foreign exchange fees on advertising spend and software purchases.

About Hallam

Hallam is a marketing agency with a distributed team across the UK and Europe. With significant investment in software tools and complex travel requirements for client meetings and company events, the business needed an advanced spend management platform that could support growth while maintaining strict budget control.

The challenges

Before Spendesk, Hallam faced the classic agency spend management problem: shared cards creating chaos and a complete lack of real-time visibility over company spend.

The main challenges:

  • Shared card chaos: cards were passed between different team members, creating ongoing reconciliation issues.

  • No real-time budget visibility: manual monthly reporting instead of live spend tracking.

  • Ghost subscriptions: employees left the company with active software accounts that nobody cancelled.

  • Manual month-end processes: required extensive work before expenses could be pushed into Xero.

  • Foreign exchange losses: especially on international software purchases.

  • Limited individual accountability for spend across the distributed team.

Managing credit cards at the end of the month was an absolute nightmare because they were passed around between different people for different uses, and they were also added to various Google accounts.

Julie Rodrigues

Before Spendesk

Shared cards used across the team

Month-end reconciliation nightmare

Manual budget reporting

Foreign exchange conversion fees

Ghost subscription issues

After Spendesk

Individual virtual and physical cards with clear ownership and approval tracking

Clear, reconciled expenses

Real-time budget visibility

Full subscription control

The solution

Hallam implemented Spendesk to give every team member controlled access to company spend while maintaining complete financial oversight through full integration with Xero.

The complete solution includes:

  • Individual cards for all team members across the UK and Europe

  • Real-time budget tracking with department-level visibility

  • Automated receipt tracking, reducing administrative workload

  • Multi-currency payments for international software and external contractors

  • Purchase order workflows for freelancer management

  • Full Xero integration for a frictionless month-end close

From chaos to control

The transformation was immediate. Instead of trying to work out who used the shared card for each purchase, every transaction now has a clear owner, receipt, and approval trail. Budget owners can see spend in real time rather than waiting for monthly finance reports.

Most importantly, the “ghost subscription” problem disappeared completely. When an employee leaves the business, the finance team can immediately take control of any recurring payment and decide whether to keep or cancel it.

Since using Spendesk, it’s much easier to stay in control because we can take ownership of any spend. We can transfer that card to one of us and cancel the recurring payment.

Julie Rodrigues

The results

Hallam has transformed its spend management since implementing Spendesk:

  • Reduced fraud risk through complete visibility over spend across the distributed team

  • Real-time budget control, allowing budget owners to monitor spend throughout the month

  • Streamlined month-end close with expenses arriving pre-categorised and ready in Xero

  • Subscription control, eliminating ghost subscriptions from former employees

  • Foreign exchange savings through multi-currency wallets

  • Reduced administrative workload thanks to automated receipt tracking and approval workflows

  • Full team adoption, with 100% usage across all company spend

We’re benefiting from frictionless expense reimbursements, procurement and purchase orders, budget tracking, and the ability to pay in multiple currencies. We’ve reduced our administrative workload, allowing our team to focus on higher-value work.

Julie Rodrigues

Ready to eliminate spend management chaos?

Discover how Spendesk can help your marketing agency gain full control over company spend while empowering your distributed team. Speak to one of our experts today.

Hallam — FAQ

Spendesk centralizes company spending using virtual and physical cards, enforceable approval workflows, and real-time spend limits tied to budgets. Spendesk's virtual cards allow single-use or vendor-specific controls, and approval workflows prevent unauthorized purchases while syncing transactions to the Spendesk dashboard for immediate visibility and reconciliation.

Spendesk integrates with major accounting platforms such as Xero, QuickBooks, and NetSuite to automate reconciliation and bookkeeping. Spendesk's native integrations push categorized transactions, receipts, and expense reports directly into accounting systems and support automated matching of Spendesk card transactions to vendor invoices for faster month-end close.

Spendesk automates expense reporting by capturing receipts at the point of spend, attaching them to transactions, and generating compliant expense reports. Spendesk's approval workflows route requests based on policy, its receipt capture links to Spendesk transactions for auditors, and automated report export simplifies submission to accounting teams.

Spendesk offers physical corporate cards, instantly issued virtual cards, and supplier invoice payments to cover all procurement scenarios. Spendesk's virtual cards support single-use limits and vendor control, physical cards enable employee purchases with real-time approvals, and invoice payments are managed through Spendesk's payment workflows to centralize spend.

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