SMB Financial HUB
Banking
Banking engages users with insights and balances across cash accounts, credits, and loans held with a bank. SMBs can analyze trends and spending habits to gain an understanding of their business' cash position.
Bolster retention and engagement in your business banking experience.
What Banking provides SMBs
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Aggregate cash balances across all connected bank accounts.
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See upcoming scheduled transactions.
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View top 5 payees and payors.
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View credit card spending and outstanding loans.
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See both business and personal accounts.