The banking infrastructure that lets you serve every account like it’s your best

  • Spend Management

Extend strengthens accounting connectivity to support virtual card adoption

Replaced in-house integrations with Codat’s scalable infrastructure
Expanded connectivity across leading ERP platforms
Embedded virtual card reconciliation into existing accounting systems
About Extend

Helping businesses get more from their existing credit cards

Extend enables businesses to turn their existing bank-issued credit cards into flexible virtual cards that teams can create, share, and manage at scale. The company primarily supports mid-market businesses of around 200 employees across industries, with continued expansion into larger enterprise organizations.

The problem

Meeting customers where they work

Customers loved Extend’s virtual card capabilities, but many were asking for a smoother way to get transactions flowing directly into their accounting systems.

Extend had built a QuickBooks integration in-house, proving the customer demand was already there. But maintaining and scaling that connection required ongoing engineering time and attention, pulling focus from their core product.

As Extend grew their bank partnerships and looked to accelerate their roadmap, supporting only QuickBooks wasn’t enough. Customers relied on multiple accounting platforms, and Extend needed a more scalable approach to connectivity, one that didn’t rely on building and maintaining every integration themselves.

"We heard from our customers that they loved the virtual card capabilities that Extend offered, but they needed to connect Extend to their accounting system."
Jonathan Bailey
CTO
The solution

A partnership built around connectivity

After being introduced by Oracle NetSuite, Extend partnered with Codat to power their accounting integrations. The team replaced their in-house QuickBooks build with Codat’s easier-to-maintain solution and expanded support to additional ERP systems. Customers could now reconcile virtual card spend directly within the systems they already used in just a few clicks.

"We’ve found that connectivity between accounting systems and the Extend solution leads to even happier customers who are likely to rely on our platform for the long term."
Jonathan Bailey
CTO
The outcome

More connected workflows, stronger customer relationships

By integrating directly into the finance systems teams already use, Extend removed friction from day-to-day workflows, making their virtual cards easier to adopt and easier to rely on.
Through their partnership with Codat, Extend delivers a more connected, scalable experience for both its customers and the banks it works with — strengthening the entire commercial payments ecosystem.
"Codat plays an important role in fulfilling our promise to our customers."
Jonathan Bailey
CTO

Key Results

  • Virtual card transactions sync directly into accounting workflows
  • ERP coverage expanded, with more systems on the roadmap
  • Less time spent maintaining one-off integrations, more time focused on driving customer value
  • Stronger support for bank partners