Information Reporting

Challenge

  • You want the flexibility to sort and view your banking information and download account information to your company's financial software.

Benefit

  • Saves time by letting you view and manage account information the way you want to.

SOLUTION: Custom Reports

  • Group and name accounts as you like
  • 10-day funds availability projection

SOLUTION: Download Account Information

  • Microsoft Money (CSV)
  • Quicken (QIF)
  • BAI