The Challenge
Wheelocity’s operations involve extensive inter-city travel, on-road expenses, and decentralized spending across locations. While they were already using corporate cards, the existing setup posed multiple challenges:
- Limited flexibility in mapping expenses to multiple cost centers
- Manual effort in categorizing travel and location-wise spends
- Delays in approvals and reimbursements
- Weak analytics and lack of seamless integration with Power BI
- High dependency on follow-ups for reconciliations
As transaction volumes increased, these gaps began to slow finance operations and decision-making.
The Solution: TERA at Scale
Wheelocity partnered with TERA to bring structure, visibility, and automation to its expense ecosystem.
TERA implemented:
- 400+ prepaid expense cards mapped to teams, roles, and cost centers
- Automated expense categorization for travel, pitstop, and corporate spends
- Configurable approval workflows to reduce manual intervention
- Direct Power BI integration, enabling real-time dashboards and analytics
- Faster expense submissions with simplified reporting for on-ground teams
This ensured every transaction was policy-compliant, traceable, and analytics-ready.
The Impact
Post-implementation, Wheelocity saw a marked shift in how expenses were managed:
- Finance teams gained real-time visibility across locations and spend categories
- Approval cycles became significantly faster, improving employee experience
- Reconciliation effort reduced sharply, cutting month-end pressure
- Leadership gained actionable insights through Power BI dashboards
- On-ground teams spent less time on reporting and more time on operations
“Expense management no longer slows us down—it now supports how fast we operate.”
— Finance Team, Wheelocity
Conclusion
TERA enabled Wheelocity to move from fragmented expense handling to a centralized, analytics-driven spend management system. With strong controls, seamless reporting, and deep visibility, Wheelocity’s finance team is now equipped to scale operations confidently—without losing control over costs.
