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Embedded Banking for QuickBooks

We help our Financial Institution partners embed banking in their small business clients processes.

Embedding Banking into QuickBooks
Simple banking within QuickBooks

Simple to implement for you and your clients!

We remove the biggest barrier to use. We make it easy to get started and to use our QuickBooks apps.

Robust Commercial
Services from QuickBooks

  • ACH Origination

    Review payments from QuickBooks and select payments for inclusion into NACHA / ACH submission to your institution

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  • Purchasing Card Transactions Import

    Import Card transactions from Purchasing Card including extended information such as GL Accounts, Divisions, Jobs

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  • Integrated Payables

    Configure vendors for different payment methods and upload transactions / remittance details for payment by your institution

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  • Positive Pay

    Upload issue files directly to your institution from QuickBooks

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Secure ACH File generation from QuickBooks

Designed with Security from the Start

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 know QuickBooks

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.