Travel
You already know TravelPerk can handle your company's travel. The problem is that someone has to actually run it: building travel policies, managing bookings, reconciling invoices, and keeping traveler profiles current. That work takes consistent time your team probably does not have. Nacho places fractional specialists inside your TravelPerk account to handle the operational layer so your travel program runs without landing on your plate.
What we do
Concrete work our fractional specialists take on inside your TravelPerk account. No vague promises.
We set up approval workflows, spending limits, and out-of-policy rules inside TravelPerk's policy engine so bookings route to the right approvers automatically. This includes defining trip categories, configuring hotel and flight caps by traveler tier, and testing the policy logic before it goes live. The deliverable is a documented, active policy set that matches how your company actually travels.
We handle flight, hotel, rail, and car bookings directly inside TravelPerk on behalf of your travelers or executive team. When disruptions happen, we manage rebooking through the platform and coordinate with TravelPerk's support channel as needed. Travelers get updated itineraries without having to touch the tool themselves.
We keep traveler profiles accurate, including passport details, loyalty program numbers, seat preferences, and cost center tags. Stale or incomplete profiles cause booking friction and reporting gaps, so we audit these on a regular cadence and update them as your team changes. This also includes onboarding new employees into TravelPerk and offboarding departures cleanly.
TravelPerk's invoicing and expense export tools generate data that still needs a human to review, categorize, and match to your internal budget codes. We pull invoice reports, verify charges against bookings, flag discrepancies, and export tagged data in the format your finance team needs. If you use an integration with Expensify, Ramp, or a similar tool, we handle that handoff as well.
If your TravelPerk account has been running without active management, policies may be misconfigured, traveler profiles may be outdated, and unused features may be costing you money or creating compliance risk. We conduct a structured audit of your account settings, active policies, booking history, and integrations, then deliver a prioritized list of fixes and improvements. This is typically the first thing we do when onboarding a new client.
We configure and maintain TravelPerk's native integrations with tools like Google Calendar, Slack, BambooHR, and accounting platforms so travel data flows where it needs to go without manual exports. This includes setting up trip notifications, syncing approved travel to executive calendars, and ensuring cost center data from your HRIS maps correctly to TravelPerk's reporting fields. We document every integration so your team knows exactly what is connected and why.
The handoff
When you start with Nacho, your Client Success Manager conducts an audit of your existing TravelPerk account, including policy configuration, traveler profile completeness, active integrations, and recent booking history. From that audit, we build a prioritized roadmap of what to fix, what to maintain, and what to build. Your specialist works directly inside your TravelPerk account under your credentials or as an invited admin, and every workflow we build is documented so you always know what is running and why. You review and approve the setup before anything goes live, and we check in on a regular cadence to handle changes as your travel needs evolve.
Use cases
A few of the most common workflows our team has deployed with TravelPerk.
A traveler submits a trip request with destination, dates, and purpose. We verify it against the active TravelPerk policy, book the compliant options, and send a confirmed itinerary back to the traveler and their manager. If the request is out of policy, we flag it for approval before booking.
When a new hire appears in your HRIS (BambooHR, Rippling, or similar), we create their TravelPerk traveler profile, assign the correct cost center, apply the appropriate travel policy tier, and collect loyalty program numbers. The employee is ready to book or be booked for within their first week.
At the end of each billing period, we pull the TravelPerk invoice and expense report, tag each line item to the correct budget code or project, reconcile against approved bookings, and deliver a clean file to your finance team in their preferred format. Discrepancies are flagged with supporting documentation before the file is sent.
When a flight cancellation or significant delay affects a traveler, we handle rebooking inside TravelPerk, confirm the new itinerary with the traveler directly, and post an update to the relevant Slack channel or send a calendar update. The traveler does not need to call support or manage the change themselves.
We run TravelPerk's analytics and reporting tools to extract spend by department, cost center, traveler, and trip type, then compile a summary with variance notes against budget. This gives leadership a clear picture of where travel dollars are going without requiring them to log into the platform or interpret raw exports.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Good questions
Ready when you are
Book a discovery call and we will review your current TravelPerk configuration, identify what is missing or misconfigured, and map out a prioritized plan for getting your travel program under control.