Monitor key metrics and entities on a customizable home screen. View centralized event feeds and identify correlations. Access detailed entity data and navigate between related entities. Use Automated Transaction Diagnostics to identify root causes.
Manage business processes by raising new applications, progressing drafts, and taking action on inbox items. Participate in approvals and rejections. Track application status in real time and submit queries.
Manage business finances with prepaid cards, automated bookkeeping, invoicing, and merchant services. Pay bills, schedule payments, and access banking features. Track expenses and generate reports within the .
Manage claims with full data on clients, properties, and cases. Track adjustments, monitor case progress, and generate reports. Set reminders, update statuses, and communicate with clients through integrated messaging.
