Check balances, make transfers, and pay bills directly from the . Send and request money instantly. Access savings features and manage accounts without visiting a branch. Set up alerts and control card access remotely.
Accept credit card, check, ACH, cash, and money order securely via . Create and manage , send electronic receipts, and sync transactions to Salesforce accounts. Connect through Salesforce or as an extension to Field Service .
Buy and sell stocks, ETFs, and S&P 500 Index Funds. Manage personal and retirement accounts. Use AI-driven tools for investment decisions. No trading fees or hidden charges. Earn interest on cash balances. Accounts are FDIC insured up to $1 million.
Make payments in stores, online, and between contacts. Pay public bills, road tax, and gift cards. Top up mobile accounts. Manage savings and investments. Transfer money instantly. View transaction history and set payment reminders.
View your account balance and track business growth with real-time analytics. Receive daily revenue notifications on your lock screen. nd share payment links to get paid in person. Initiate payments via QR code.
Track expenses and split costs among groups. Log individual payments, split bills by item or total, and calculate owed amounts automatically. View spending trends and receive notifications for pending payments.
Team members can make purchases using physical or virtual company cards. They can snap receipts to log expenses. They receive immediate reimbursements without waiting for manual approval.