With the Corporate Wallet® Agent you make business purchases in online shops. This is how a purchase works step by step.
1. Shop as usual
Choose your product or booking as usual. When you reach the checkout, the Agent often detects it automatically and asks: Our AI found a business expense! Want to use your Corporate Wallet for this checkout? Click Use Wallet to start. If the automatic detection does not appear, click the 1-CP icon on the side of the page and start the Agent manually.
2. Review the captured order
The Agent reads the order details from the checkout page (items, dates, prices, taxes) and shows them in the side panel. Check that everything was captured correctly.
3. Complete your reporting details
Depending on your company's policies, the panel asks for reporting details, for example internal account, cost center, project number or travel reason. Many fields are pre-filled from your Corporate Wallet. Review them, complete the mandatory fields and continue to the review.
4. Review your order and pay
The review summarizes everything: order, buyer, company and billing address, the selected payment method and your reporting details. Which payment methods are available to you is set by your company, as described in Corporate payment methods. With Smart Auto-Fill enabled, you confirm the payment with one click, and the Agent fills the checkout form.
5. The Agent fills the form
The AI only reads the structure of the page and maps the form fields. The Agent inserts your data locally in your browser: name, billing details and the transaction-specific invoice address (1-CP invoicing email) for this order. You can follow every step in the activity feed. Review the result and complete the purchase on the merchant's page as usual. How the Agent protects your data is described in How secure is the Corporate Wallet® Agent?.
Prefer to fill in manually?
Choose I'll do it myself (Reveal) instead. The panel then shows the payment details and all your data as copy fields, and you paste them into the checkout form yourself. Important: enter the transaction-specific invoice address (1-CP invoicing email) in the merchant's email field. Only then is the invoice matched to your transaction automatically, see How do I view my transactions? Finally, confirm with Checkout Completed.
Good to know: The Agent never completes a purchase on its own. You review and confirm every order, and your company's policies and spending limits are always enforced.