Solutions
Onboard new customers with confidenceEnable customers to pay on timeEmpower Accounts Receviable to collectReduce credit card fees and drive ACH paymentsEliminate payment risk with autopayDedicated customer supportConnect the sales team with real-time data
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Onboard new customers with confidenceEnable customers to pay on timeEmpower Accounts Receviable to collectReduce credit card fees and drive ACH paymentsEliminate payment risk with autopayDedicated customer supportConnect the sales team with real-time data
TestimonialsPartnersIntegrationsResources
Our StoryJoin UsContact Us
SupportLog InSchedule Demo

Onboard new customers with confidence

Ditch the PDFs and customize your own online forms to fast track your credit application or onboarding processes
Drive online payments
75%
of customers set up ACH or cards
Onboard customers faster
70%
submitted in under 30 minutes
Create up to 10 unique online forms
Capture instant bank data, trade references, signed terms & more
Reduce payment risk by requiring Autopay or a payment method on file from the start
Buyers connect their bank account to instantly share historical balance & net cash flow
Cut approval times by relying less on slow trade references
Leverage up-to-date financial info instead of incomplete bureau data
“The New Customer Form simplifies the process for customers and saves me time… I no longer need to request missing information and follow up with the sous chef, manager, accountant, etc. to get the information I need.”
— Keith Koehler
Lead Miller, Barton Springs Mill
“We’ve had many people say they like the streamlined onboarding process. It’s not a pat on the back for me, but I take it as one because we did something right!”
— Jody Delgado
Farm to Table, Head of AR

Grow your business and reduce payment risk

Schedule a demo