Help your customers get down to business

Be the bank your business customers want and need. Take them from checks and manual processes to electronic payments and streamlined workflows.

Online bill pay frustrates businesses.

A complicated and manual payables and receivables process leaves banks on the sidelines and your business customers frustrated. Rather than being a time saver, traditional online bill pay actually adds time to making and reconciling payments. It’s no wonder checks are still the most popular B2B payment.

Most banks don't offer services for invoicing and receiving payments, leaving business customers to cobble together patchwork solutions.

Empower your customers.

Creating invoices.

  • Easy invoice creation with a selection of standard templates
  • Product and service descriptions and pricing can be imported from select accounting software and used to populate invoices
  • Invoices can be customized with company logo and branding
  • Invoices can be imported from spreadsheets or select accounting software.


  • Send invoices by email with a link to the payment portal, and complete remittance information
  • Send invoices by U.S. mail with complete remittance information and return envelope (printed and mailed by

Recurring invoices.

  • Email or mail recurring invoices automatically
  • Payers can be invited to setup recurring payments

Track payments.

  • Track aging invoices as well as payments received and scheduled
  • In-app notifications sent when invoices are opened, approved and paid


  • Automatically send overdue invoice reminders
  • Default and custom reminder templates and timing available
  • Payers can be invited to setup recurring payments

Payment portal.

  • Branded portal for payers to quickly and securely make payments
  • Payers can access a complete history of invoices and payments instantly
  • Businesses can send and receive notes and share documents with their clients

Receive payment.

  • Converting check payments to ACH is easy with a payment portal for payers to securely enter their account details
  • Accepts credit card payments
  • Check payments can be manually recorded

Data exchange.

  • Automatically update remittance information with payment details applied to the matching invoice
  • 2-way data sync between and Quickbooks, Xero, Intacct and NetSuite eliminates time-consuming, error-prone double data entry.
  • 1-way data sync to import vendor list and associated data.
  • Efficient export of payables transactions to other applications.

Goodbye data entry.

Syncing data from accounting software into online banking is the fastest way to save your customers time and get them using online bill pay for payments and invoicing. Two-way sync also guarantees your online tools become the destination to manage incoming and outgoing payments.

Ready to learn more or request a demo?