Approve ACH
Users can easily manage their business payments by reviewing and approving their ACH transfers.
Features
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Explore the features that make our digital banking platform stand out.
Business
Find tools for your small business and manage everything from invoices to payroll, all within your banking experience.
ACH Payments
Create & Manage ACH
Initiate, oversee, and ensure the execution of electronic payments or transfers.
Treasury Management
Future ACH
Schedule, build ACH templates, and create recurring ACH payments.
Treasury Management
High Risk Validation for ACH
Users will be required to enter their credentials when initiating an ACH batch considered to be a high-risk payment.
Holds & Prenotes
Temporarily freeze funds during transactions for secure payments and ensure accuracy of account information with test transactions, available today for SilverLake customers only.
Manage Payees
Business users can create, edit, delete, and validate routing numbers and financial institutions for each recipient.
Offset Accounts
Lower interest payments by linking loan or credit accounts to an offset account and validate fund authenticity during setup for added assurance.
Same Day ACH
Send ACH files for quick processing, enabling immediate transfers for urgent transactions.
Tax Payments
Set up, process, and save federal and state tax payments for your business.
Treasury Management
Conversations for Business
After Hours Message
Set an after hours message to appear when you are unavailable. This helps your users know when they can expect a response and you can provide other opportunities for self-service/help.
Conversations & Messages
Attach a Form
Save your users a trip to your branch. Now your support staff can attach and send a fully authenticated form (i.e. change of address) with just a couple of clicks – and it’s just as easy for the customer to fill out and send right back!
Conversations & Messages
Attach Accounts, Transactions, Files and Photos
Users and support team members can attach accounts, transactions, files or photos to provide more context to support sessions.
Conversations & Messages
Attach ACH
Business users can attach ACH batches to Conversations, making it easier to provide context for resolving issues and collaborating securely.
Coming SoonConversations & Messages
Branded Email Notifications
Receive email notification for new and unread support conversations.
Conversations & Messages
Chat with Teammates
Business users have the ability to chat with their teammates via Conversations for Business.
Start a Conversation
Users can chat securely with your bank’s support team to get the answers they need, designed to feel like the messaging app they use every day.
Conversations & Messages
View Hours of Operation
Users can see when your institution is available to help.
Conversations & Messages
Positive Pay
Check Exceptions
Quickly and efficiently handle batches of check exceptions, rather than individually approving or rejecting each check. For credit unions, this is managed via SSO with our third-party, ACH Alert.
Upload & Enter Issued Items
Prevent check fraud by electronically sharing check information with the bank or by entering each check’s information manually, allowing the bank to check for any errors. For credit unions, this is managed via SSO with our third-party, ACH Alert.
Reporting
Activity Reporting
Enable business users to create custom reports with robust filters for analysis of transactions by payment type, including ACH and Wires.
Cash Flow Summaries
Access Prior Day and Current Day reports to streamline reconciliation and manage liquidity, plus a Summary Report for a clear, comprehensive multi-account view.
EDI Reporting
Easily understand incoming and outgoing electronic payments with detailed reports, streamlining reconciliation and cash flow management.
Positive Pay Reporting
Quickly review and decision exceptions, audit issued items, and track all check maintenance activities for oversight.
User Management
Back-office Management
Create, manage organizations and give entitlements from the back office.
Create & Manage Users
Search for, manage, and access user profiles and their associated account details with ease.
Treasury Management
User Activity
View and download a CSV file of all changes made to an organization user.
User Entitlements & Permissions
Grant users specific permissions and entitle them to perform a variety of tasks based on their role.
Treasury Management
Wires
Approve Wires
Manage, view and approve wire transfers above a certain threshold.
Create & Manage Domestic Wires
Create, manage, and send wires from one bank account to another within the United States.
Treasury Management
Create & Manage International Wires
Create, manage and send wires transmitted outside of the United States via SSO with our third-party partner, Corpay.
Treasury Management
Future Dated Wires
Schedule wire transfers for a future date to manage cash flow with ease and eliminate manual payment tasks.
Coming Soon
High Risk Validation for Wires
Users will be required to enter their credentials when transmitting a wire considered to be a high-risk payment.
Recurring Wires
Automate regular wire transfers to occur at set frequencies for simplified and scheduled payments.
Wire Templates
Simplify business payments by saving a wire as a template for future use.
Feature functionality may vary based on your financial institution's core platform.