CashFlow Complete

Pay. Get Paid. Grow. 

Automate the end-to-end process of paying bills, invoicing customers and collecting payments with a simple solution designed specifically for small businesses.

With CashFlow Complete you’ll start simplifying those time-consuming, complicated bill payment and invoicing tasks in just a few clicks. And, with detailed tracking, you’ll always know when to expect incoming payments and when your outgoing payments will be sent. CashFlow Complete is more than just another bill payment solution because you can:


  • Customize your package – Whether your needs are simple or complex, CashFlow Complete makes paying bills, invoicing customers and collecting payments easier with a solution that fits your needs
  • Get paid faster – A payment portal, with your business’ logo, helps your customers transition from paying you by check to electronic payments
  • Go paperless – Receive and store documents in the CashFlow Complete portal making it easy to share with employees, customers, and vendors
  • Simple approval routing and collaboration – Assign user-specific roles and permissions and route bills for approval electronically
  • Eliminate time-consuming and error-prone dual data entry – CashFlow Complete seamlessly syncs your payment and invoice data into your accounting software
  • Gain automated assistance – Put your accounts receivable on autopilot with recurring payments, or automatically send customers a reminder when a payment is past due

Get Started with CashFlow Complete

Enroll today through Small Business Online Banking

Basic

$1.25

plus applicable transaction fees1

Start Free 30-Day Trial

Deluxe Bill Pay

$25.00
monthly per user

plus applicable transaction fees1

Start Free 30-Day Trial

Deluxe Invoicing

$25.00
monthly per user

plus applicable transaction fees1

Start Free 30-Day Trial

Premium Bill Pay & Invoicing

$37.50
monthly per user

plus applicable transaction fees1

Start Free 30-Day Trial

Multi-User access

Authorize multiple users to view bills, invoices, customers, vendors and/or payments

Manage customers & vendors

Set up and maintain your customer and vendor information including contact details and payment terms to speed up bill pay and invoicing

Document storage

Store and share documents electronically to ease and accelerate payment research and approvals

Pay bills

Pay bills by check (printed and mailed by CashFlow Complete) or electronically through ACH (direct deposit)

Email invoices

Create and send invoices via email with your logo and company branding

Receive ACH payments

Accept electronic ACH payments from your customers

Import and export data

Import customer and vendor data, and export bill payments and invoicing transactions to other applications

Remittance info for check/e-payments

Include and receive complete remittance information with the check and electronic payments you make and receive to help with reconciliation

Built in fraud prevention

All checks paid via CashFlow Complete are verified before clearing to make sure payee and payment amounts are accurate and unaltered

Real-time payment tracking

Vendors are alerted by email when you make a payment to them, and you can track the delivery of those payments

Paid bill confirmation/image

Payment confirmation (including check image if check payment) will be tied to paid bills

Sync with QuickBooks and Xero

Keep accounting software up-to-date without manual data entry or file uploads. CashFlow Complete will perform time-saving 2-way data sync each time you login

Sync with NetSuite® and Intacct® 2

Keep accounting software up to date without manual data entry or file uploads. CashFlow Complete will perform time-saving 2-way data sync each time you login

Reports

Quickly run reports related to bills and invoices within CashFlow Complete

User Roles and Permissions

Control access to information and functionality for multiple users, including office managers, external bookkeepers and accountants

Approval workflows

Define business rules and approval policies that route approval requests and notify appropriate users when action is needed

 

Recurring bills

Schedule recurring bills for payment to improve ease of cash flow management

Receive credit card payments

Option to accept credit card payments from your invoiced customers

Auto-send recurring invoices

Schedule recurring invoices with option to invite your customers to set up recurring payments

Mail paper invoice

Send invoices by US mail with complete remittance information and a return envelope automated through CashFlow Complete

Start Free 30-Day Trial Start Free 30-Day Trial Start Free 30-Day Trial Start Free 30-Day Trial
Try CashFlow Complete free for 30 days. After 30 days, the fee for the CashFlow Complete plan you select, plus the applicable transaction fees1, will be automatically withdrawn on a monthly basis from the deposit account you choose during enrollment.

Disclosures:

  1. Transaction fees:

        Send or receive ACH payments: $0.35 per item
        We mail your checks or invoices: $1.40 per item
        Receive credit card payments: Merchant Fees: Level 3 processing rates available
        Approver Users: $10/month

  2. Subscribers using NetSuite or Intacct Accounting Software should email for information on fees related to the implementation and synchronization of this software with CashFlow Complete.

  3. To send an email that contains confidential information, please visit the Secure Message Center where there are additional instructions about whether to use Secure Email or Online Banking messaging.