Bank of America Business Advantage Integrations

Never respond to another chargeback! Stop wasting your time responding to chargebacks or losing money. ChargeSentry wins back your revenue automatically! 1. Simple transparent monthly pricing 2. No Integration required - Instantly connect your merchant account 3. Fully automated - We enrich and respond to your chargebacks automatically. We back our service with a risk-free guarantee - If we don't win the value of our subscription, you get your money back! Responding to your chargebacks is clumsy and time-consuming. Ineffective responses and lack of proper evidence cause poor results. Other chargeback response services require long contracts, lengthy integration, and usually still require you to do something. We started ChargeSentry to help small and medium-sized e-commerce merchants, just like you, eliminate the friction of responding to your chargebacks and ending revenue loss.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Google Pay is the fast, simple way to pay online or make contactless payments with your phone. Your payment info is protected with multiple layers of security so you can pay with peace of mind – all the time. See where you’ve made the most recent transactions, right on your home screen. Find past purchases, loyalty cards, offers - even online ordering - all in one place. Keep credit cards, debit cards, transit passes, and more on your phone for quick, easy access. Bring your accounts together for a clearer view of what you have, what you’ve spent, and recent activity. Easily find past purchases from weekend getaways, past payments, and tickets you saved in your wallet. And if you choose, you can link your bank account, Gmail, and Google Photos to search even more transactions.

Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier to automatically keep track of your portfolio.

Smart Clerk is an AI-powered tool designed to transform financial documents into bookkeeper-ready reports, streamlining financial management for small and medium-sized businesses. By processing bank and credit card statements, Smart Clerk automates data extraction, categorizes transactions, and generates comprehensive financial reports, eliminating the need for manual data entry. Users can upload statements directly to the platform, where the AI swiftly handles various formats from any financial institution. The tool offers customizable transaction categorization tailored to specific business needs, and for those uncertain about category selection, the AI provides recommendations based on business descriptions. Additionally, Smart Clerk enhances vendor management by automatically matching vendor names, even when abbreviated, allowing users to view balances, invoices, and transactions in a centralized location.

Zelle® is a fast, safe, easy and contact-free way to send and receive money with friends, family and others you trust. You can receive money directly into your bank account in minutes. Get started by enrolling your email or U.S. mobile number through your mobile banking app or with the Zelle app. Enter the preferred email address or U.S. mobile number of the recipient. You can send money to almost anyone1 you know and trust with a bank account in the U.S. Enter the amount to send. Your recipient gets a notification explaining how to complete the payment, simply and quickly. You can send money with Zelle for all kinds of things. And, did we mention it’s fast? Like money-straight-into-your-bank-account-in-minutes fast. Watch to learn more and how you can Pay it Safe when using Zelle. Whether you’re settling up IOUs or splitting the cost of takeout, you can send money to someone you trust in minutes directly to their bank account with Zelle.

Ecommerce brands dread accounting because of the undesired work it takes to keep books updated and because they don’t see it as a necessity for their business growth, but rather an admin burden. Finaloop reconciles all financials in real-time, providing ecommerce and DTC brands flawless books, optimized tax returns, and actionable insights 24/7 with 100% accuracy. We replace your accounting software, integrations, bookkeeper and tax CPA, so you stop wasting your precious time and money, make smarter decisions and handle taxes on time. Grow your business, make more money and beat your competition with flawless financials and actionable real-time business data.

At SynkBooks we offer you tech-enabled bookkeeping services to help you manage all of your complicated bookkeeping and tax needs, along with our own easy-to-use bookkeeping software. All of our clients get a team of 3 professionals at one of the most affordable prices in the bookkeeping industry. Our teams are made up of one bookkeeper, one account manager, and one professional (Attorney, CPA or EA). We use a secure API to download your transactions, the same one that major apps like Venmo and Gusto use to communicate with your bank. Our bookkeeping prices are some of the most affordable in the industry. When you compare our prices please keep in mind that we include the tax return as part of our fees. Our bookkeepers will make sure to maximize your deductible business expenses, so you can save more at tax time. At SynkBooks we strive to provide all of our clients with active communication.

Be the leader in your life and make the entrepreneurial leap. Your innovation can be your freedom and fortune. With Inc. Authority, you can transform your ideas from problems, into possibilities. Let us help you get started! We are your free, easy-to-use one-stop online source to launch your startup business. Whether it’s a childhood dream or recent revelation, it’s time to regain control of your business ambitions. Be your own boss and decide your earning potential, with the structure and guidance you need to succeed. Starting your business online with Inc. Authority is effortless and provides the reassurance of support from our business startup specialists. Don’t delay, start your future today! Inc Authority will check your business name within your state. Inc Authority will prepare your entity formation documents and submit them to the state. Ensure you never miss a legal notice. Inc Authority will be your registered agent for 1yr.

Kosh AI is an innovative reconciliation automation software designed to simplify and optimize complex financial tasks. With its AI-driven automation, Kosh AI excels in bank reconciliation, treasury management, and streamlining reconciliation processes. The software integrates seamlessly with your existing systems, automating routine tasks, reducing manual errors, and providing real-time insights to enhance decision-making. By offering a customizable, user-friendly platform, Kosh AI helps businesses of all sizes improve accuracy, save time, and reduce costs. Whether you're managing multiple bank accounts or overseeing treasury operations, Kosh AI ensures efficiency, reliability, and scalability, making financial management smarter and more strategic. Unlock the full potential of your financial operations—get started with Kosh AI today and experience a more efficient, automated way to manage your finances!

Taiki offers a universal API designed to automate the extraction of tax documents and data from various payroll and financial providers. This solution enables users to bypass manual document uploads by securely connecting to multiple financial platforms, facilitating the retrieval of tax information. The API supports a wide range of documents, including 1040s, W-2s, 1099s, and bank statements, among others. By leveraging built-in document processing, users can specify and obtain only the necessary data fields, streamlining the data retrieval process. Taiki's integration capabilities encompass numerous financial institutions and services, such as ADP, Bank of America, PayPal, and TurboTax, ensuring comprehensive coverage for diverse user needs. The platform offers flexible pricing models, including pay-as-you-go and per-user annual subscriptions, catering to both individual and enterprise requirements. Implementation is designed to be swift.

Obol is an AI-powered cash flow platform that unifies real-time cash data, forecasting, and reporting into one streamlined workspace. Finance teams can instantly connect their banks and tools to gain live visibility across accounts, currencies, and entities. Automated reporting eliminates manual spreadsheets, saving hours each week and reducing errors. Obol’s bottom-up forecasts update automatically with live financial data, giving teams the clarity to plan ahead with confidence. With scenario modeling and proactive insights, businesses can anticipate risks before they surface. Obol empowers companies to manage their entire cash lifecycle—from daily positioning to long-term planning—in one dedicated platform.

Quanta is a full-service accounting platform purpose-built for software companies that delivers real-time visibility into financials by combining automated bookkeeping, continuous reconciliations, and deep integrations with common startup financial tools. It maintains an AI-native general ledger that automatically imports data from a company’s banking, payment, payroll, and spend tools and applies predefined rules; ensuring books stay clean, consistent, and always up to date. Quanta offers real-time dashboards showing cash, revenue, burn rate, runway, accounts receivable, vendor activity, customer/invoice status, and other critical metrics; giving teams immediate access to today’s numbers rather than waiting for month-end. It also supports advanced features such as revenue recognition, department-level financial tracking, and tax filing (including federal, state, local income taxes and even R&D-tax-credit studies). Users get access to a dedicated in-house accounting expert.

ZeroTek is a multi-tenant IAM SaaS platform purpose-built for managed service providers to deploy, manage, and scale Okta identity services across multiple customers from a single environment. It extends Okta’s enterprise-grade identity and access management capabilities with MSP-specific tooling that simplifies multi-client operations, enabling providers to deliver secure authentication, single sign-on, and lifecycle management as a monthly service. It provides a centralized dashboard that lets teams view and manage multiple customer directories, users, and applications in one place, reducing operational complexity and improving visibility. ZeroTek also enables self-service Okta tenant creation in seconds, allowing faster customer onboarding without lengthy procurement or licensing processes. MSP-focused role-based access control enforces least-privilege permissions for technicians, while comprehensive auditing ensures full accountability across environments.