PerkUp

Explains that a PerkUp balance is the sum of active reward budgets, why parts of it may be restricted to specific merchant categories, and the $1,000/month Perk Card spending limit.

How balances work: rewards, categories, and spending limits

Explains that most PerkUp rewards carry an employer-set expiration date shown in the reward email, and that unused budget stops being spendable once it passes.

Do my rewards expire?

A troubleshooting checklist for a zero or low PerkUp balance, covering expired rewards, wrong sign-in email, pending card holds, and organization deactivation.

My balance is zero or lower than expected

Clarifies that PerkUp balances cannot be withdrawn or cashed out to a bank account, and lists the in-platform ways members can spend their balance instead.

Can I transfer my balance to my bank account?

Explains that leaving your company un-enrolls you from programs, deletes scheduled rewards, and cancels your Perk Card.

What happens to my balance if I leave my company?

Explains how to shop Amazon's catalog inside PerkUp using your reward balance and the exact return policy for those orders.

Shopping on Amazon with your PerkUp balance

Explains how members can add their own money via card payment to afford a pricier reward item, the $300/month gift card cap, and how refunds work.

Adding personal funds to cover a larger purchase

Can I move a purchase to a different reward?

Cameron Soregaroli

Thomas Mirmotahari

How balances, categories, and spending limits work — and what happens if you leave your company.

Your balance

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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