How a coffee roaster cut card fees by a third
A twelve-person roastery moved its cards and currency payments to one account and now saves about $1,800 a year in fees.
Clean categories, matched receipts and a live sync with your accounting software mean no more spreadsheets at quarter end.
Transactions, receipts and categories flow into your accounting software in real time.
Real people answer by chat or phone around the clock, every day of the year.
Set limits per card, person or category, and require approval above any amount.
A twelve-person roastery moved its cards and currency payments to one account and now saves about $1,800 a year in fees.
Shorter payment terms, deposits on large orders and a weekly cash review are three of the five changes worth making this quarter.
Transfer fees, card controls, accounting sync and how fast a human answers: the questions to ask before you switch banks.
A five-day month-end checklist covering daily reconciliation, capturing receipts at the point of purchase and when to lock the period.
Fewer spreadsheets, fewer fees and a month-end that no longer takes over the calendar.
A push alert for every payment in or out, the second it happens.
Transactions, receipts and categories flow into your accounting software in real time.
Set limits per card, person or category, and require approval above any amount.
Real people answer by chat or phone around the clock, every day of the year.
Every fee is listed on one page, and local transfers are always free.
256-bit encryption, two-factor sign-in and regulated partner banks protect every account.
Keep your data in sync without copy and paste.
82+ ready-made connections, plus an open API.
Browse integrationsBased on 8.9k verified reviews
The cash flow view finally made our board meetings straightforward.
Currency transfers cost us a fraction of what our old bank charged.
Practical guides on cash flow, spending policies, invoicing and paying people abroad.
Less copying numbers between systems, more time deciding what to do with them.
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