ONE CONNECTED FINANCE WORKSPACE

Finance,
in full flow.

Cards, expenses, and company spend. Connected in one clear view, so your team can move with confidence.

One workspace. A clearer way forward.

v
Acme Studio ⌄October 2026
TOTAL COMPANY SPEND
$24,680.00
Within budget
01 OCT15 OCT31 OCT
N
Notion
Software · Receipt matched
$24.00
Receipt matched
Team offsite · $280.00
vellum
ALEX MORGAN•••• 4829
One view. Everything connected.
ILLUSTRATIVE PRODUCT VIEW

FROM FRAGMENTED TO CONNECTED

Bring it all into flow.

Receipts, requests, approvals, and budgets. Every moving part, brought into one coherent view.

Receipt↗
$280.00
TEAM OFFSITE · MEALS
Purchase request+
New design software
OwnerPurpose
Team budget↗
$5,000
Invoice↗
STUDIO SERVICES
$2,400
Due Nov 18
Approval✓
Alex approved
Policy and context attached.
Monthly report↗
vellumEverything connected
ONE CONNECTED WORKSPACE
A clear place for everything.
ACTIVITYOWNERCATEGORYAMOUNT
Team offsiteAlexMeals$280
Design softwareJamieSoftware$49
Studio servicesMorganServices$2,400
Six separate moments. Too much back-and-forth.
SAMPLE WORKFLOW

A LITTLE LESS BUSYWORK

Less chasing.
More momentum.

Explore three example workflows. Same considered approach, from card controls to a bill’s next step.

01 / COMPANY CARDS

A little freedom.
The right boundaries.

Give every purchase a purpose. Explore a card workflow with clear limits, a named owner, and the context your finance team needs.

TEAM TRAVEL · MONTHLY LIMIT
$5,000 / monthActive
vellum
ALEX MORGAN•••• 4829

CONTROL, WITHOUT THE FRICTION

Room to move. Clarity to grow.

Thoughtful controls and a wider view of company spend. Explore the examples below.

A policy that makes sense.

Set a limit, adjust the rules, and see how a sample purchase is reviewed.

Design team policyINTERACTIVE DEMO
$500
Ready for approval$280.00
Receipt attached · Team offsite
POLICY CONCEPT · DEMO DATA

A wider world. One workspace.

Follow sample local spending across USD, EUR, and GBP, with context in one view.

New York
Example local transaction
$280.00
ILLUSTRATIVE LOCAL SPEND

BUILT AROUND YOUR TEAM

Keep people moving.
Keep the context.

01 / PURCHASE
Team offsite
Alex Morgan · $280.00
02 / POLICY & CONTEXT
All in good flow.
Receipt. Owner. Category.
03 / READY TO REVIEW
Everything in its place.
Meals & entertainment
ILLUSTRATIVE PRODUCT VIEW

01

Clarity before complexity.

Give a purchase an owner, a purpose, and a clear next step. Context makes decisions easier.

02

Control that feels considered.

The right boundaries should help a team move forward with confidence.

03

A bigger picture, without the noise.

Bring everyday activity into a view that makes sense to the people behind the numbers.

CONTEXT THAT GOES FURTHER

Every tool. On speaking terms.

Bring accounting, people, travel, and documents into the conversation. Explore a connected-workspace concept built around the way teams work.

Keep the owner close to the purchase.

Keep the receipt close to the transaction.

Keep the full picture close at hand.

vellumIN FULL FLOW
Accounting
Categories and transaction context, ready for the ledger.
EXAMPLE CONNECTIONS

GOOD QUESTIONS

A little more clarity.

Make room for
what’s next.

A more connected way to think about company finance.

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