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Efficiency and Simplicity: Centralize Your Accounts with PrimaryAccount

Unlock the power of consolidation for businesses with multiple bank accounts from various financial institutions. Say goodbye to the complexities of managing numerous accounts spread across different banks. PrimaryAccount offers a single interface that streamlines all your transactions, money movements, and analytics, eliminating the hassle of managing multiple accounts.

Simplify Your Financial Management: Explore the Power of Single Interface

Elevate your financial management with our intuitive platform, offering a seamless and efficient way to oversee multiple accounts through a single interface.
  • Real Time Updates: Receive daily account activity updates and regular 15-minute refreshes for the most current information at your fingertips
  • Balance Insights: Track your summarized balance across all accounts, including Available Balance, Account Balance, Pending Deposits, and Pending Withdrawals
  • Monitor Cash Flow Trends: Easily assess your average balance and observe the trend of your current cash flow
  • Personalized Favorites: Group your most active or important accounts as favorites, ensuring they are always within sight and easily accessible
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Seamless Account Management: Stay Informed and Make Decisions

Delve deep into your financial data, effortlessly manage transactions, and streamline your business operations
  • Explore Current Activity and Balances: Dive into the details of any specific account with just a click

  • Efficient Search and Filter: Quickly find specific transactions, making it effortless to locate the information you need

  • Comprehensive Transaction History: Keep a detailed record of your business transactions. Attach invoices, receipts, or other supporting documents to ensure a complete audit trail

  • Streamlined MoveMoney Transactions: Simplify the process of transferring funds into or out of an account, enabling quick and hassle-free transactions

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Effortless Money Movement: Simplify Transfers Across Any Account

Simplify, Consolidate, and Streamline Your Money Movement

  • Simple Transfers: Seamlessly create ACH, Wire, or Push2Card transactions within PrimaryAccount, simplifying the process of transferring money between accounts

  • Consolidated Banking: Easily transfer funds between all your accounts within the system, eliminating the need to log into multiple banks

  • Flexible Transaction Scheduling: Schedule transactions for the exact time you need them and set up recurring transactions to automate repetitive transfers

  • Streamlined Fund Sweeping: Consolidate funds from multiple accounts into one effortlessly. Define amounts from each account, whether standard or percentage-based, for seamless financial consolidation
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Comprehensive Account Analytics: Gain Insights Across All Accounts

Gain valuable insights into your financial landscape with comprehensive account analytics

 

  • Balance Overview and Trend Analysis: Track your current balance and compare it to a 30/60/90 day moving average, gaining valuable insights to make informed decisions

  • Transaction Comparison: Easily compare transactions by type, not only within individual accounts but also across multiple accounts, identifying patterns and optimizing financial strategies

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Discover the Power of PrimaryAccount Today!

Ready to revolutionize your banking? Experience the efficiency, convenience, and control of PrimaryAccount. Get started now!
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