Bank Independent Treasury Mgmt
Bank Independent
Access real-time accounts and payments
Access real-time account information and manage business banking tasks. Initiate payment transactions, review Positive Pay exceptions, and generate reports.
Approve transfers and manage accounts
Manage time-sensitive transactions such as internal transfers, ACH payments, and wire transfers. Approve transactions securely. Monitor cash flow and liquidity. Set up alerts for account activity. View real-time balances and transaction history.
Showing 1–20 of 1,000 ranked alternatives.
Bank Independent
Access real-time accounts and payments
Access real-time account information and manage business banking tasks. Initiate payment transactions, review Positive Pay exceptions, and generate reports.
Origin Bank
Check balances, make transfers, pay bills, send
Check account balances and review recent transactions by date, amount, or check number. Make transfers, pay bills, and deposit checks via photo. Send Zelle® payments. Manage accounts and track transactions.
Gulfside Bank
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set balance alerts and customize notifications. Manage bills, transfers, and card security remotely.
Star Financial Bank
Check balances, transfer funds, view transactions
Check balances and view transaction history in real time. Track pending transactions and manage fund transfers with creation, approval, cancellation, or viewing options. Send and receive secure messages. Access branch hours and locations.
WaFd Bank
View account info and check images
View account details and check images. Track payment activity and fund transfers. Manage loan and line of credit payments. Initiate ACH and repetitive wire transactions. Access cash management reports. Requires enrollment in Prime or Express.
Texas First Bank
Check balances and view transactions
Check account balances and view transaction history. Search for specific transactions. Approve or cancel payments. Create funds transfers and schedule single ACH or domestic wire transfers. Send and receive secure messages.
Busey Bank
Accounts, review, and approve transactions
Real-time account information and review or approve ACH and wire transactions. Process transfers and deposit checks via mobile. Locate branches or ATMs and contact treasury management support.
Seacoast National Bank
Check balances and manage transfers
Check account balances and transaction history by date, amount, or check number. View mortgage and loan balances. Make transfers, schedule bill payments, and cancel or edit payments. Deposit checks via photo. Reorder checks and manage loan details.
WorldRemit Ltd
Send globally and track transfers
Send internationally through bank transfers, mobile wallets, or cash pickups. Track transactions, view exchange rates, and manage multiple recipients. Receive notifications and confirm transfers instantly.
Liberty Bank (CT)
Track expenses and set savings goals
Monitor credit scores and track changes over time. Categorize transactions to analyze spending habits. Set savings goals and create budgets. Send money instantly between individuals or accounts. Schedule bill payments and manage payees.
Potomac Bank, Inc.
Review balances, transfer funds, pay bills
Review account balances and transactions. Transfer funds between accounts. Pay bills. View copies of cleared checks. Locate surcharge-free ATMs and branches. Provide approvals for ACH and wire transfers. Enable deposits for approved clients.
City Holding Company
Manage finances with customizable dashboard
Manage finances with a customizable dashboard to organize transfers, deposits, and card management. Add notes to transactions or attach receipt photos. View account balances and payment history. Set up alerts for account activity.
Atlantic Union Bank
Check balances and pay bills
Check account balances and review recent transactions by date, amount, or check number. Pay bills and make transfers. Deposit checks via . Find branch locations. Manage payments and track account activity.
VeraBank, Inc.
View accounts, track transactions, deposit checks, receive
View accounts, balances, and transaction history. Search for specific transactions. View images of checks and deposits. Set alerts via text, email, or push notification. Access electronic statements. Retrieve free FICO® Scores.
Bankwell Bank
Check balances, transfer funds, send money, view
Check account balances and view transaction history in real time. Transfer funds between accounts, send money to contacts, and deposit checks via . Access branch locations and hours. Approve scheduled transactions and manage ACH and wire transfers.
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