Case Study: Carta achieves unified travel and expense management, 15% cost savings, and 96% policy compliance with TripActions

Carta Excels by Leveraging TripActions’ Suite of Travel and Expense Solutions

Carta, a San Francisco–based fintech with 1,600+ employees and a $7.4B market value, struggled with a fragmented travel and expense stack—separate vendors for booking and SAP Concur for expenses led to poor user experience, limited visibility, policy gaps and costly bookings. Employees faced data mismatches, difficulty changing trips, and had to float expenses out of pocket, creating friction for an organization that prioritizes employee experience.

By adopting TripActions’ integrated suite—TripActions for travel, TripActions Liquid™ corporate cards and expense management, and TripActions Lemonade for personal travel—Carta unified booking, payments, reporting and support. The platform delivered real-time visibility and manager dashboards, automated expense reconciliation and rewards-driven cost control, producing a 15% net savings on hotels and car rentals, 96% policy compliance, a 90% traveler support satisfaction rating and an NPS of 72.

Carta

Hugh Drinkwater

Head of Procurement