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SVB Crisis - Priority Business Banking Support

...US corporation with management team overseas? Contact us for pro bono advice. Learn more about the FDIC process and other challenges. Webinar coming soon. Get a new bank account in...

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Webinar - How to Leverage Remote Work for Startups & Small Businesses

...benefit of remote work. Business.com, June 2020 6 out of 10 …employers say cost savings are a major benefit of remote work. Business.com, June 2020 6 out of 10 …employers...

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Employee Appreciation Gifts They're Sure to Love

...when it comes to giving back to the community, everyone wins.   We Believe in Sharing the Love with All Small Business Owners Empowerment is one of the best gifts...

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FAQ • Integrations

How can I link Truly Financial to Quickbooks Online?

Getting data from Truly Financial into Quickbooks is easy. Just download the Quickbooks CSV file from Truly Financial and upload it directly into Quickbooks. The Truly Financial Quickbooks export file...

FAQ • Checking Accounts

Why is my Truly Financial account suspended/closed?

...our compliance policy) Other factors or a combination of factors based on our risk evaluation of your account and/or transactions Our decision in such cases is taken after very careful...

FAQ • Getting Started

How do I add my Doing Business As (DBA) name?

When doing business using a trade name rather than the legal company name, we require your Doing Business As or DBA name. For example, your company’s legal name is “Acme...