How to Introduce Weel to Your Clients: Copy-Ready Message

When you’re speaking with clients about improving their processes, a simple and clear introduction can help them understand where Weel fits. The template below is designed to make those conversations easier. You can copy, personalise, and send it as an email or message to any client who may benefit from streamlined spend management.

Copy & Paste template

Hi [Client Name],

I wanted to share a tool we recommend for managing company spend more efficiently. Weel is a spend management platform that brings cards, expenses, approvals and accounts payable into one place. Many businesses use it to simplify processes, reduce admin, and get clearer visibility over spending.

Here’s a quick overview of what it does:

Core features:

• Virtual and physical cards with custom spending limits

• Automatic receipt capture and expense reports

• Reimbursements, subscriptions, and accounts payable in one hub

• Approval rules and real-time budget visibility

Helpful automation & AI tools:

• Card blocking – pause spending until outstanding expense reports are completed

• AI auto-coding – matches receipts, flags anomalies and helps code transactions

• Invoice automation – extract data quickly and streamline AP processing

Together, these tools help reduce manual work, tighten controls, and make month-end much faster.

Partner benefits:
Because we’re a Weel partner, you can access:

• At least 10% off your first 12 months

• End-of-year offer: 50% off your first 3 months if you sign up before Jan 31st, 2026.

If you’d like a short walkthrough or more information, I’m happy to help.

Feel free to adapt this message to suit different clients. Starting with a simple introduction often opens up a helpful conversation about where Weel can save time, improve controls, or support growth. If you’d like additional templates just let us know!