The typical implementation process for TravelBank software, broken down step by step, along with the usual timeline:
After signing up, TravelBank schedules a kickoff call to define success criteria, assign stakeholders, and confirm compliance requirements (like KYC for reimbursements).
Admins create the company account, upload employee data (CSV or HRIS integration), and configure roles, departments, and permissions.
Expense and travel policies are set up, including approval workflows, spending limits, and compliance rules. SSO and MFA can be enabled for secure access.
Corporate card feeds are connected, and virtual cards can be issued instantly via U.S. Bank integration for controlled spending.
TravelBank activates negotiated rates, NDC airline content, and duty-of-care features. Admins test booking flows before rollout.
Employees receive activation emails and access to training resources—webinars, guides, and live sessions. Change-management templates help communicate policies internally.
The platform is fully operational for travel booking and expense reporting. Finance teams start using dashboards for real-time visibility.
Customer Success Managers provide ongoing support, quarterly reviews, and advanced reporting setup.
Typical Timeline:
TravelBank offers extensive customization features spanning workflows, approvals, branding, and integrations:
i. Policy & Approval Rules Control
Admins can define detailed travel and expense policies and set up granular approval workflows by category, amount, department, or individual.
ii. Roles, Delegates & Groups
Support for configurable roles/permissions, team-level delegation, bulk import of host/delegate relationships, and department-level structure.
iii. SSO, HRIS & API Integrations
Native integrations with Okta, JumpCloud (SCIM/SAML), Workday, UltiPro, Netsuite, QuickBooks, and scheduled expense exports via email or SFTP.
iv. Virtual & Corporate Card Support
Create virtual cards instantly with policy limits (via U.S. Bank): seamless issuance, sync, and reconciliation. TravelBank also supports any corporate or personal card feed.
v. Dashboard & Reporting Customization
You can export and customize insights reports—track by vendor, spend policy adherence, department, or card. Premium Insights offers advanced filtering and export formats.
vi. UX & Branding Flexibility
Via advanced configuration and SSO, enterprises can impose custom branding (logos, login flows) and use OKTA for portal integration.
vii. Responsibility Private Enterprise Support
Larger deployments can access CSM Office Hours (policy, card management, change management) and custom release cycles.
viii. Community & Feedback-Driven Enhancements
TravelBank actively develops features based on feedback (video onboarding, expense previews), and engages with GTM partners to scale integrations.
TravelBank provides a range of resources to support onboarding and ongoing adoption:
TravelBank maintains a robust security and compliance infrastructure:
Compliance Certifications:
TravelBank provides monthly product updates, communicated through email release notes, in-app notifications, and its “Announcements” support center. Additionally, they host quarterly webinars—for example, a Q3 2023 session reviewing the past quarter’s enhancements across travel, expense, and card features.
Specifically, the “What’s New” page lists feature rollouts by month, such as AI-driven expense categorization, bulk employee directory download, and updates to car policy rules in 2025. Minor and major releases follow standard software practices—announcing bug fixes, enhancements, and feature launches with structured notes. For admin and enterprise customers, TravelBank manages feature rollouts with change-control communications, post-launch Office Hours, and optional custom release cycles.
Under TravelBank’s Privacy Policy, all data entered and generated by the company—such as user profiles, travel bookings, and expense reports—remains the customer’s property. TravelBank acts only as a data processor, with strict provisions allowing users to access, modify, export, or delete their information.
Specifically, users can obtain personal or company data via self-service options or by requesting exports. The policy clarifies that you maintain full control over your Personal Data, including rights to object or restrict processing, subject to regulatory compliance and operator requirements. Data portability is further supported through integrations (e.g., SFTP/email exports to ERP/HRIS), ensuring seamless migration if you change providers.
TravelBank’s Terms of Use emphasize flexibility for scaling:
Inactive accounts—particularly those tied to TravelBank Cash (United-related programs)—may face expiration after 18 months with no activity; standard employer company accounts don’t have automatic deactivation, but TravelBank reserves the right to suspend inactive or unpaid accounts according to policy.
Termination Rights
Either party may terminate with notice as specified in the Terms of Service (“Company Terms”). TravelBank reserves the right to suspend accounts for inactivity or non-payment in accordance with policies.
TravelBank meets a broad set of industry-standard security and privacy certifications:
TravelBank
By Travelator, Inc. dba TravelBank
