Drive Net Dollar Retention With Native Financial Services.
Unlock transactional revenue by embedding financial products & services into your B2B platform.
The Transactional Revenue Factory for Your Business
Your customers need financial products & services to operate thier business. We give you the solutions to offer these critical needs directly on your platform.
Retain Customers and Increase Margins.
When your platform offers the needed financial services & products of your customer's vertical, you outpace the competition, delight your users, and anchor them to your ecosystem for life.
Investment & Capital Funds
Investors can't deploy capital without a bank account. Provision dedicated holding vehicles natively to collect and disburse funds seamlessly.
Agriculture & AgTech
High-ticket, seasonal transactions that depend heavily on complex terms. Farmers and buyers need trusted KYC/KYB verification to execute large-scale trade agreements and dispatch massive payments smoothly.
HOAs
Homeowners associations can streamline their financial operations by embedding dedicated banking solutions to manage dues, payments, and disbursements efficiently.
Law Firms
Lawyers are legally mandated to use IOLTA (Interest on Lawyers' Trust Accounts) to hold client retainers separate from operating funds.
Franchise Operations
On Day 1, a new franchisee can provision their local Bank Accounts natively. The platform then automates the weekly corporate royalty split via ACH and consolidates Reporting across hundreds of locations for the parent brand.
Logistics & Supply Chain
Logistics platforms can enhance their service offerings by embedding financial solutions that facilitate seamless payments, invoicing, and cash flow management for their users.
Payments, Accounts, Financial Services, and Compliance.
We help you integrate high value products & services that will best serve your business. We get hands-on to maximize your net dollar retention, considering your business goals, technical integration, vendor orchestration, and compliance requirements.
ACH
Automated high-volume batch processing, same-day settlement options, and payout orchestration.
Wires
Domestic and international wire transfer routing, tracking, and settlement.
Checks
Digital and paper check issuance, processing, automated deposits, and reconciliation.
Bank Accounts
Programmatic provisioning and management of physical and virtual accounts at scale.
KYC / KYB
Automated identity verification for individuals and business entities during onboarding.
Transaction Monitoring
Real-time fraud detection, anomaly tracking, and risk mitigation across all transaction layers.
Lending
Flexible lending solutions, including personal and business loans, with seamless integration and management.
Reporting
Consolidated ledgering, transaction history tracking, and audit-ready data exports.
QA & Verification Testing
Automated quality assurance and verification testing to ensure system reliability, accuracy, and compliance.
Ready to increase your net dollar retention?
Let's discuss your business and explore how native financial services can transform your platform's unit economics.