Register and pay with a deposit slip
Create your account, then activate your plan by paying with a bank deposit slip instead of a card.
Short walkthroughs, one per job
6 walkthroughs
Record a deposit from the clearance form
Photograph the form your branch filled in, check what the reader picked up, attach the slip, and save.
Settle a possible duplicate
Work the Duplicate Warnings queue, confirming or cancelling each entry before it is counted twice.
Clear a deposit against the statement
Match a deposit to the bank statement and mark it Cleared — or Not on Bank Statement, so it stays in view.
Set up branches and users
Add your branches, invite your people, and give each of them the role that matches their job.
Turn on two-factor sign-in
Add an authenticator app to your account, and keep the recovery codes for the day the phone is lost.
Start with one branch this week
Try it free. Or have us walk you through it on your own deposit paperwork first.