Frequently asked questions

How are offer chosen for me?

plus icon

We want you to win and win big. The offers you receive are chosen for you 100% based of savings. After collecting all offers from our Network Providers, Spendly reviews and sorts all offers to only show you the best on the market.

How will Spendly benefit my business?

plus icon

Spendly is free for SMBs to use with the upside to see which financial services are currently being overspent on. You are not obligated to switch to a new Spendly Provider, we are just showing you better real-time offers on the open market. The decision is always up to you and what is best for your business.

How is my privacy protected?

plus icon

Have you ever filled out an online request to then get bombarded with phone calls and emails?

So have we and that's why we built Spendly differently. With Spendly, you will never get unsolicited calls and can choose when to release your contact information after the initial first place offer. You control who gets to contact you and when by requesting a callback time.

Who are the providers?

plus icon

All Spendly Providers go through a rigorous interview process and business bureau review to ensure they provide the highest level of customer services, service quality and ethics. Our mission is to have you upgrade your financial service experience to a Spendly Provider and never sacrifice quality for cost savings.

Our providers have different specialties and target demographics allowing you to get the best offer based on your business industry, needs and activity

Why do I need to submit documents?

plus icon

This is necessary to validate the current service terms and rates of your current provider and eliminate the application process. Spendly experts extract key data points from these documents to give our providers the data points needed to determine if they can offer a better deal at a lower rate.

These data points differ by financial service but never contain any personal or business identifying information.

Who can use Spendly?

plus icon

Spendly is for any small to midsize business with under 1,000 employees operating in the United States

What happens after I submit a request?

plus icon

The clock starts. We give our providers time to respond with a competitive offer. When collection closes, we compare all offers to present you with only the top offers. You will be notified via email when they are ready for you to review!

What happens after I accept an offer?

plus icon

Accepting an offer lets the provider know you would like to move forward with an offer and lock in that offer rate. If you elected to see additional offers, you will no longer be contacted after accepting an offer from a provider.

Discover savings for your business

Get Started
Small Arrow