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Smart Data

A single source for managing your card programme

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Portal

Reporting

Expense Management

The way you log into Smart Data is changing

When it comes to making transactions online or with an app, security is key. With that in mind, we’re making some changes to how you log in to Smart Data.

What you can do within Smart Data is not changing, just how we get you there.

These changes will help keep you safe online when you carry out transactions and are in line with the Payment Services Directive (PSD2).

Please continue using the same login for now and keep an eye out for an email from us in the coming months, as we will be moving you to our new Smart Data login portal soon.

Already received an email?

We’ve introduced a new login portal, which will ask you to enter in one-time passcode (OTP) on top of your User ID and password every time that you log in.

Use the new Smart Data login

Need help logging into our new portal? Have a look at our helpful guide here.

Watch Smart Data

Find out how Smart Data can drive visibility, flexibility and actionable insights to report business expenses.

Available to existing NatWest business customers.

Improved card programme control

Electronic data with rich supplier and transaction information helps control spend and enforce card policies without getting in the way of employees.

Automation and process efficiency

The digital workflows and ability to schedule recurring events helps automate work and create process efficiency in card programme management.

Card programme insight and data

Card programme insight and data improves your ability to forecast and reconcile across teams, projects, clients and suppliers.

Key features

Single portal for all commercial card spend
Secured with 128 bit encryption
Standard and enhanced spend data

Cloud-based solution, access from anywhere
PSS DSI compliant
22 languages

Reporting

Rich card spending data that gives you insight and control

Data extracts for in-depth analysis and reconciliation

Export raw data easily.

Reporting at all levels of your organisation

Define your organisational structure of teams and projects to get pin-point insight about card spend.

Essential reporting to help you take control of card spend

Schedule reports to give you recurring overview of your spending habits and trends.

Reporting features

5 essential programme reports
60 specialist reports
Custom data extracts
Supplier information
Up to 3 years of data

PDF and Excel formats
Schedule reports to run daily, weekly, monthly
Quarterly, Monthly, ad-hoc periods
Roll-up from all levels in organisation
Schedule reports on behalf of cardholders and managers

Expense Management

Online expense management that helps you save time

Improved control and audit with electronic data

Digital card data, receipt images and easily tracked spend improves control and audit of card spend.

Digital expense management saves time for your organisation

Define your organisational structure of teams and projects to get pin-point insight about card spend.

Cost allocation and coding improves reconciliation

Cost allocation and coding improves reconciliation.

Expense features

Fully configurable expense review/approval solution
Pre-populated with card spend
Email notifications reminders
Split transactions
Transaction approval summary for administrators and managers

Expense descriptions
Cash entry support
Receipt image upload
Accounting code schemes for e.g.: General Ledger codes, Project codes, Cost centres