- Cash flow tool: A simple enhancement to a banking product that allows customers to analyze their cash flow. (e.g. “Mint for your small business”).
- Full-feature accounting suite: An industry tailored accounting suite that allows customers to prepare and manage their bookkeeping and accounting from within your platform (e.g. “a QuickBooks alternative”).
- Embedded Bookkeepers: A managed service that prepares bookkeeping on your customers’ behalf with live bookkeepers.
- Embedded Tax-filing: A tax filing service that collects customer tax documents and combines them with their bookkeeping data to prepare and file their business income tax returns. (coming in 2024)