AVAILABLE BALANCE
$184,290.40
MONDAY, JUNE 17, 2024
Good morning, Jordan ✦
Your smarter gift card partner, at a glance.
MARGIN INTELLIGENCE Optimized
$72,440saved YTD
6.1%
✦ CardCash found 6.1% average savings by routing orders to lower-cost inventory automatically.
YTD FACE VALUE PURCHASED
$1.24M
JanJunDec
Spend over time
All programs · YTD
$150k$100k$50k$0
JanFebMarAprMayJun
Top brands
By spend · YTD
TTarget
$284,920
aAmazon
$231,480
✓Nike
$174,250
HHome Depot
$128,630
Action center
Margin and risk signals worth a look
Opportunity: TJX inventory is 8% below market
Low Risk inventory is available now across two programs.
Unusual activity detected on Target
$500 orders are 3.4× above the normal program pattern.
New: savings improved this month
CardCash’s engine shifted 18% of orders to Low Risk inventory.
12 brands match your request
Based on your team’s recent activity.
✦
MARGIN INTELLIGENCE
Put your balance to work
You have $18,400 sitting idle in Healthcare Heroes. Add grocery and gas brands to increase flexibility while preserving your savings rate.
124 AVAILABLE · 36 REQUESTABLE
Brand catalog
Give your people more ways to spend their rewards. Requestable brands require approval before activation.
REPORTING CENTER
Reports that answer questions
See what’s moving, where, and why — including the savings CardCash finds for you.
Total orders8,492↑ 12.4%
Total value$1,240,880↑ 14.6%
Avg. order$146.12↓ 2.1%
Savings found$72,4406.1% avg. savings
Recent transactions
Amount, savings, and inventory context across all programs
| ORDER | BRAND | PROGRAM | DATE | AMOUNT | SAVINGS | INVENTORY | STATUS |
|---|
MASTER ACCOUNT · 3 PROGRAMS
Your programs
Keep every team funded and moving.
ACTIVE
Employee Recognition
Core employee appreciation and milestone rewards.
Available balance$112,540.40
ACTIVE
Healthcare Heroes
Thank-you rewards for frontline staff.
Available balance$52,980.00
ACTIVE
Customer Advocacy
Turn customer love into lasting loyalty.
Available balance$18,770.00
BALANCE MANAGEMENT
Move funds where they matter
Transfer available balances between programs without waiting on an account manager.
ACCESS CONTROL
Role-based access
Give each team the access they need without exposing funding or reporting controls.
AccountingFunding · balancesOrder usersPlace orders · view catalogReport usersReports · downloads
ACCOUNT FUNDING · USD
Funds & balances
See balances, move funds, and stay ahead of your program runway.
TOTAL AVAILABLE BALANCE
$76,607.50
Available across 3 programs
TRANSFER BASKET
Move funds with confidence
Stage transfers between programs before submitting.
Program balances
Drawdown accounts and funding status
| PROGRAM | ACCOUNT | BALANCE | RUNWAY | STATUS |
|---|---|---|---|---|
| Employee Recognition | •••• 2840 | $112,540.40 | Jul 31, 2026 | Healthy |
| Healthcare Heroes | •••• 9812 | $52,980.00 | Jul 18, 2026 | Watch |
| Customer Advocacy | •••• 4421 | $18,770.00 | Aug 9, 2026 | Healthy |
FUND ALERTS
Never run out of room to reward
Get notified when a drawdown account needs attention.
MASTER ACCOUNT · ADMINISTRATION
Settings
Manage users, teams, organization details, and notifications.
Users & roles
Access is scoped to the work each person needs to do.
| USER | ROLE | TEAM | PROGRAM ACCESS | LAST ACTIVE | STATUS |
|---|---|---|---|---|---|
| Jordan Davisjordan@acme.co | Admin | Leadership | All programs | Today | Active |
| Sam Riverasam@acme.co | Accounting | Finance | All programs | Yesterday | Active |
| Alex Chenalex@acme.co | Order user | Rewards operations | Employee Recognition | Jun 15 | Active |
| Morgan Leemorgan@acme.co | Report user | Analytics | All programs | Jun 12 | Active |
Teams
Use teams to manage access at scale.
Finance2 members · Accounting access
Rewards operations6 members · Ordering access
Analytics3 members · Reporting access
ORGANIZATION & NOTIFICATIONS
Locale and email settings
Notification recipients
Funding alerts and fraud signals will be sent to these people.
AI-POWERED OPTIMIZATION · LAST UPDATED 8 MIN AGO
Margin intelligence
Turn live inventory, pricing, and risk signals into better orders.
$18,420
6.1%
82%
Balanced
RECOMMENDATIONS
Actions worth taking
Prioritized by savings potential and program fit.
Shift TJX orders to Low Risk inventory
Available inventory is 8% below your current average cost.
Est. monthly savings $6,840Confidence 94%
Add grocery brands to Healthcare Heroes
Grocery demand is high and current brand coverage is thin.
Est. monthly savings $4,120Confidence 88%
Review Target pricing before Friday
A market shift may reduce savings on $500 denominations.
Potential exposure $2,900Confidence 79%
OPTIMIZATION SETTINGS
Set the guardrails
Tell the engine how aggressively to optimize.
Apply approved brand-mix changes automatically.
Prefer Low Risk whenever savings are within this range.
Reliability firstMax savings
INVENTORY OPPORTUNITIES
Where the engine sees upside
Live availability compared with your current purchase mix.
BRANDAVAILABILITYYOUR SAVINGSOPPORTUNITY
TJTJX Companies High4.2%+3.8%
HHome Depot High3.1%+2.4%
★Starbucks Medium2.8%+1.7%
INVENTORY MIX
What powers your savings
Current order mix across all programs.
New 28% Preowned 31% Low Risk 41%
✦ Low Risk usage is up 12% this month while staying within your balanced posture.