A Versatile Platform to Improve Efficiency
Whether you have hundreds of clients to serve, financial targets to hit, or a back office that needs a facelift, the Business Portal will deliver with convenience and precision through a feature-rich toolset.
Customizable Interface
For a seamless experience.
Your business can integrate its core branding directly into the platform, so your clients feel right at home. Customize the Business Platform with your company logo and color palette.
We also support hosting the platform on your own domain.
Dashboard
Your home base.
View important, high-level account details.
- Total Cash
- Cash Available
- Reserve Amount
- Pending Transactions
The left sidebar lets you navigate to the different sections of your account.
Bill Pay
Pay vendors with ease & accuracy.
Whether you need to pay company utilities or third-party services, you can take care of outstanding bills all through your Business Portal.
- Add vendors
- Select a transfer type (ACH, Wire, etc.)
- Send payments from your cash balance
Save time by paying multiple vendors at once through our Batch Pay feature.
Accounts
Link external bank accounts.
Link multiple bank accounts to your Portal. Pull from your linked accounts to deposit cash for transfers, reserves, and investments.
- Opt to add a new account
- Enter your account details
- Start making transactions
Documents
Go fully digital – consolidate your docs.
Keep all vital documentation organized. Memorandums, licenses, invoices, or any docs you or your clients need at hand can be uploaded, stored, or downloaded for easy access.
- Download
- Review
- Add Documents
Gain the ability to access and communicate important documentation.
Customers
Streamline & manage customer invoices.
Keeping up on customer payments can be overwhelming. Now you can view all your customers in one tab to get a detailed status update.
- View total customer number
- Customer name
- Payment status
Learn more about what your customers or clients see on our User Portal.
Developer
Convenience and flexibility for your developers.
As integral parts of most teams, developers need to access their tools in order to operate affectively. We’ve made it easy for your developers to house and generate API keys for optimal integration.
Learn more about our API.
Ready to Get Started?
Learn more about how we can help your company. Speak with one of our business development specialists today.
Contact Us