Chase Business Complete Banking 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.

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.

Provisian makes it easy to build a financial plan, manage risk, and communicate financial advice, all from a unified platform. Simulate market conditions to manage risk and make informed decisions. Seamlessly integrate Provisian with over 11,000 financial institutions. A comprehensive platform to collaborate with clients and track performance. A responsive team at your fingertips, available whenever, wherever. Stay connected to clients with a comprehensive financial profile, designed to predict outcomes, minimize risks, and enable more intelligent decisions. Simplify client communications with a centralized portal and intuitive reporting. Design an investment strategy tailored to your client's risk profile and objectives. Visualize and control the assumptions that drive each projected outcome. Perform Monte Carlo simulations and make informed financial decisions. Run thousands of cutting-edge simulations to identify the most probable outcomes.

OneDine modernizes your commerce stack to meet the needs of your guests and your business. Boost staff efficiency & empower guests, all using your existing POS, gift, loyalty, and payment processor. OneDine integrates seamlessly with your existing POS, processor, loyalty, and gift card providers. Adding OneDine means guests can order with a QR code, from our OTG tablet, online, or from a kiosk. Each guest is prompted to sign up for loyalty or email lists and capture real-time surveys. EMV & NFC credit card transactions, plus gift and loyalty redemptions using your existing processors and vendors. The OneDine tablet allows staff to take orders & payments tableside, integrated directly into your existing POS. Used as a payment leave-behind, guests can quickly split checks, redeem gift cards and loyalty rewards, and use EMV or NFC for payments. No monthly hardware fees or added POS licenses.

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.

By centralizing your cash flows and automating tasks, Agicap allows you to focus on the essentials, analysis, and decision-making. Build your cash flow forecast and monitor the achievement of your targets. Visualize your cash position by synchronizing your bank accounts and business tools. Improve overall productivity with automated, centralized, and harmonized cash management. Use a comprehensive collaborative tool and consolidate all your data. Anticipate your cash flow at the consolidated level or entity level. Consolidate and monitor your cash flow from multiple banks, entities, and business tools with ease. Set up automated cash forecasts and explore scenarios. Create custom dashboards to improve your analysis and reporting. Let Agicap automatically categorize all your banking transactions. Monitor the differences between the actuals and the forecast in real-time. Build a reliable forecast and make fully informed decisions at the right time.

Since 1983, ACCEO Retail-1 has been partnering with chain retailers to help them optimize their store operations by leveraging management solutions designed specifically for their industry. ACCEO implements IT solutions that simplify e-business operations and optimize our clients’ overall performance. And we sustain our partnerships by providing continued support and technical assistance for our clients. As Canada’s largest supplier of a full suite of retail software designed specifically for the mid-range market, ACCEO Retail-1 currently supports retail clients with hundreds of installed systems and thousands of points of sale (POS). Our powerful management suite reflects 35 years of experience serving large and mid-sized specialty retail chains in North America. Whatever the industry: fashion, lingerie, footwear, jewelry, home décor, etc. we have you covered.

UniversalPOS Hospitality for fine dining, quick service, and pizza delivery offers all the features to keep your restaurant running smoothly. UniversalPOS QuickService designed for fast food, nightclubs and lounges, will help you increase revenue and control costs. UniversalPOS Winery, designed specifically for wineries and micro breweries. Its industry specific reporting, club and sales channel tracking, will simplify your daily operations. UniversalPOS has been designed for the demanding requirements of retail operations. C-Stores, garden centers, and golf courses all benefit from our quick and simple user interface and inventory control. Whether you are using our software or another system, UniversalPOS has all the qualifications to provide high quality plastic cards to meet all your needs.

Znode is an enterprise, B2B ecommerce platform developed to enable sustainable growth through a rich set of all-in-one features to easily manage content, site search, product information and multi-store functionality. The platform is completely headless with over 600 APIs allowing for greater extensibility, easier integrations and consistent functional updates. Znode's API-first architecture provides for a flexible data structure that allows a catalog to be applied to one channel or shared across many, and allows for stores to have multiple catalogs. Znode's configurability includes complex pricing and multi-warehouse shipping that can be applied at a catalog or channel level. Support an entire ecommerce environment with Znode's ability to add a B2C web store, a B2B presence with account-based pricing, and B2B2X presence through a single platform. One single platform, more commerce.

IXOPAY is a payment orchestration platform that brings independence and flexibility to the process of online payments. From intelligent payment options for end customers to an acquirer-agnostic PCI Vault that supports smart routing and modular risk and fraud management to centralized reporting, settlement and reconciliation, the entire life cycle of a transaction can be fully depicted with individually customizable technologies. IXOPAY is a best-of-breed, highly scalable and PCI-certified payment orchestration platform for white label clients and enterprise merchants. The modern, easily extendable architecture provides intelligent routing, cascading, and state-of-the-art risk management functions as well as centralized reconciliation and settlements along with plugin-based integration of acquirers and payment service providers. Fully PCI compliant card vaulting, smart transaction routing, monitoring and reporting, post processing, reconciliation and settlements.

Coast is a financial navigation platform designed to seamlessly integrate digital and traditional assets, providing users with a comprehensive view of their financial landscape. By linking digital asset wallets—including cryptocurrencies and NFTs, and traditional financial accounts, Coast enables users to view their entire financial picture in one intuitive dashboard. The platform offers features such as goal setting, personalized wealth strategies, and access to insights and guidance, all accessible from desktop, laptop, tablet, or smartphone. Coast's user-friendly interface simplifies the complexities of managing mixed-asset portfolios, empowering users to make confident financial decisions and achieve peace of mind as they navigate their financial journey. The platform is designed for individuals seeking to streamline their finances and gain clarity and control over their financial future.

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.

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.