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Description
Cheqbook is quick and easy to use for business owners. It also has the features that accountants and bookkeepers require. Our patent-pending import technology and smart categorization can save business owners up to two weeks per year. Cheqbook was designed to be as easy and simple as possible, but there are some things you need to do when setting it up. Before you can start, connect to your online bank and credit cards. Make sure to connect even if you haven’t connected in a while. Add a company. You can also name your personal accounts "John & Mary Smith" for personal accounts. While we usually refer to a set or books as a company, it could also be your personal finances. You can sync your first bank account by selecting the bank you wish to use and entering your login name, password, and financial institution. As Cheqbook establishes a connection, you may be asked security questions.
Description
Consider the requirements of your clients and begin developing products tailored to fulfill those demands. With bankCirrus, you can trust that having control and flexibility can coexist harmoniously. We offer a variety of accounts, including savings, fixed deposit, term deposit, and current accounts. Innovate and create with us. If you envision a banking product we haven't yet considered, we will customize it and integrate it into bankCirrus. This platform streamlines the customer experience by consolidating both lending and deposit services. Whether securing a loan today, setting up a term deposit tomorrow, or addressing insurance premium financing next week, bankCirrus adapts to your evolving needs. Wondering if you can use a portion of your deposit account as collateral for a loan? With bankCirrus, that’s entirely possible. Furthermore, we facilitate connections across various channels within your organization and external services. Our integration with Credit Bureaus, Payment Processors, and other essential services enhances convenience for customers and boosts operational efficiency. Customers can seamlessly deposit, withdraw, and transfer funds online. Additionally, our virtual assistants are equipped to make real phone calls to customers, enabling you to expand your service reach effectively. By harnessing these capabilities, you can ensure a comprehensive and satisfying banking experience for all users.
API Access
Has API
API Access
Has API
Integrations
PayPal
QuickBooks Online
QuickBooks Online Advanced
Pricing Details
$9.90 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
cheqbook.com
Country
United States
Website
cheqbook.com
Vendor Details
Company Name
LoanCirrus
Founded
2016
Country
Jamaica
Website
loancirrus.com/digital-banking/
Product Features
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management
Product Features
Online Banking
Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring
