Access account information, customer notes, and transaction history via Wi-Fi or 3G. Check pricing, view stock availability, and place orders directly. Conduct stock checks, create replenishment requests, and manage customer interactions.
Check account balances and search transactions by date, amount, or check number. Transfer funds between accounts. Make and view payments, including scheduled ones. Add, edit, or remove payees directly.
Open accounts remotely using a smartphone or tablet. View balances, transfer funds, and pay bills. Deposit checks via photo. Set transaction alerts and manage account settings. Access customer support and view transaction history.
