Online business banking platform with lower fees and effortless money movement
The CRM You Never Need to Open
Stage
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Founded
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Based in
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Pricing model
freemium
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Pricing
Business Checking with no monthly fees, free standard ACH, and high APY earning up to 3.0% with Premier plan. Line of Credit up to $250,000. Term Loans up to $500,000. Payment processing fees apply for certain methods.
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Key features
Business checking with no monthly fees
Accounts payable automation
Physical and virtual debit cards
International payments
Unlimited free professional invoices
Tap to Pay for in-person payments
Line of Credit up to $250,000
Two-factor authentication
CRM and contacts management
Deal pipeline with custom stages
Task and project management with owners and deadlines
Calendar and meeting scheduling with two-way sync
AI Notetaker that joins calls and creates tasks
WhatsApp automations including instant replies and qualifying bot
Facebook and Instagram automation for lead ads and comments
Workflow automations with custom triggers and actions
Budget and accounting with income and expense tracking
Email tracking with opens and clicks monitoring
What makes it different
Largest small business banking platform in the U.S.
All-in-one platform integrating checking, lending and invoicing
FDIC insured deposits up to $3 million
No monthly or overdraft fees
Quick loan application without impact to credit score
AI assistant manages work across entire workspace, not just data entry
Team-based pricing with no per-seat fees
Replaces multiple disconnected tools in one workspace
Runs on official WhatsApp, Instagram and Facebook APIs with verified app
Member of NVIDIA Inception program for AI startups