We help our Financial Institution partners embed banking in their small business clients processes.
We remove the biggest barrier to use. We make it easy to get started and to use our QuickBooks apps.
Review payments from QuickBooks and select payments for inclusion into NACHA / ACH submission to your institutionLearn more
Import Card transactions from Purchasing Card including extended information such as GL Accounts, Divisions, JobsLearn more
Configure vendors for different payment methods and upload transactions / remittance details for payment by your institutionLearn more
Upload issue files directly to your institution from QuickBooksLearn more
Our QuickBooks apps are run locally on your client's computer so data is stored and secured on their systems. The system has robust auditing features built into the critical tasks.
We bring over 15 years of experience helping Small Business integrate with Banks. No other vendor has the experience we do in QuickBooks and Banking.