Transact
Schedule outbound payments and monitor for inbound payments
View balances and activity across many bank accounts
Tag payments with categories, metadata, or attachments
Approve
Route approvals based on flexible business rules
Tier permissions and information access by user or team
Create, verify, and manage counterparties
Reconcile
Integrate with ERP and accounting software with Continuous Accounting
Investigate transaction history
Collaborate and resolve issues
Monitor
Reporting and dashboards at the transaction, bank account, or company level
Real-time transaction and balance alerts
Track and audit with a complete log of user actions
One API connects directly to your bank(s) to keep everything together and in sync.
Silicon Valley Bank
First Republic Bank
Wells Fargo
Ease customer onboarding and counterparty verification
Continuous accounting means never manually matching payments to a ledger
We build to payments infrastructure updates so you don’t have to
