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.
Build Your Project Plan
Before you get started, we know you need to gather all the information so you — and key leaders at your financial institution — understand the project.
The first step is to book a meeting with our team. At this kickoff, the team will walk you through the technology, show you the benefits, and build your timeline with check-ins for the following steps.
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.
Where to start?
We offer two training webinar series: The Basics and Driving Enrollments. Start with The Basics, a 45-minute training is relevant to all employees at your financial institution.
Launch
It's time to launch, and we'll be there to walk you through enabling the plugins globally to your customers.
What's next?
After you're live, 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.
This guide highlights best practices and outlines how your financial institution can easily use the library of free assets.
