Automate wallet top-ups with periodic transfers

Periodic transfers automatically move money between wallets on a set schedule. They help you keep wallets funded without manual work. You can set up automatic top-ups using periodic transfers for user wallets and company wallets.

This is ideal for recurring needs such as monthly card funding or regular team budgets.

How periodic transfers work

A periodic transfer runs automatically on a daily, weekly, or monthly schedule. You can choose whether to:

• Transfer a fixed amount each time, or
• Top the wallet up to a specific balance

Transfers run according to the rules you set and continue until you change or remove them.

Set up a periodic transfer

1. Navigate to the User or Company wallet and open the Transfers tab.
2. Choose Periodic transfer.
   
3. Select the Transfer funding source field, choose the wallet that will be used for the periodic transfer.
4. Select the schedule and define the amount or target balance.
   
5. Confirm by selecting Save.

Common use cases

• Monthly funding of User wallets
• Weekly budgets for teams or departments
• Regular top-ups for recurring card spend

Things to keep in mind

• The source wallet must have enough funds when the transfer runs
• You can edit or stop the transfer at any time
• Periodic transfers reduce manual work but still keep spending predictable