SEND INVOICES
Give your SMB clients the ability to easily send professional invoices
Small business customers can send their customers a professional online invoice or estimate right from their online and mobile banking. Invoices are paid online via card or ACH.
ACCOUNTING UPGRADE
Provide SMBs an
accounting solution
built for them, not an
accountant
Business owners can upgrade their payment acceptance experience to include accounting and financial reporting. Help businesses eliminate tedious bookkeeping entries, and better manage their cash flow directly from your digital banking channels.
ACCEPT PAYMENTS NOW
Offer SMBs and nonprofits a way to accept online or in‑app payments.
Businesses and nonprofits are provided with a unique link to their own secure payment form — which can then be shared with paying customers. Links can be sent via text or email, or even pasted into a web page.
Let's talk
We know you need to gather all the information so you — and key leaders at your financial institution — understand the tool and project.
Book a meeting with our team, and we'll walk you through the technology, show you the benefits, and build a timeline based on your financial institution's needs.
Train your team
To ensure your financial institution is prepared to help service and support the growing needs of small businesses and non-profits, we offer pre-built training resources: webinars, reference materials, go-to-market collateral, and more.
We offer live training for your team. If you prefer to train your team internally, we'll provide the resources for your organization to use.
Go to market
Marketing to your small business customers is key to driving feature awareness, engagement, and activation. That's why we created proven marketing collateral for your use: marketing emails, ads, videos, and more.
Learn best practices and how your financial institution can easily use the library of free assets.