Dear Customers & Partners,

In response to the COVID-19 crisis, we have implemented our business continuity plan. All teammates are safe and working from where they can best take care of you, themselves and their loved ones. We are well-positioned to help you.

It’s our mission to help you succeed. At a time when you need cash flow management software the most, we want to be sure you have it along with professional help at affordable rates and the best financing options.

This is why, for current and new customers, we are temporarily making our software fees optional, have arranged for services to be provided at discounted rates, and are working with our bank and credit union partners to help them streamline your access to the relief provided by the Small Business Administration (SBA).

Please stay safe and healthy and know we’re here for you.

Best Regards,

COVID-19 1
Tucker Mathis | CEO

For Customers

  • BUSINESSES Did you get a PPP loan?

    ● Apply for SBA's PPP Loan (until funds are out)
    ● Track Loan Forgiveness
    ● Get Help from virtual accountants
    ● Get Fees Waived


  • Accountants & Bookkeepers

    Help businesses maximize their PPP loan forgiveness by ushering them through the process using our free guide and tools.

  • FINANCING Applying is Easy

    We are helping our bank partners streamline their application process and expedite delivery to the SBA so you can receive the best loan options more quickly.

For Partners

  • Banks & Credit Unions Get Started Today

    ● Streamline Processing PPP Loans
    ● Track PPP Loan Forgiveness
    ● Electronic submission to SBA (when available)

  1. 1New customers can get fees waived at the point of enrollment by requesting this in the referral code. Current customers can request above or at anytime through support or the application. This offer is for software fees only and doesn’t include transaction fees for payroll processing, payments or services. It is anticipated this offer will be good for three months, but may extend longer in the event the economy takes longer to recover.
Services FinSync Quickbooks Gusto Expensify TSheets Harvest
Bill Pay
Expense Reimbursement
Time Clock
Time Sheets
Cash Flow Management