Keep new business relationships from losing momentum
Replace disconnected onboarding checklists and manual follow-up with personalized journeys that help businesses complete the steps that matter most. Embedded across digital banking, email, and SMS, Business Onboard guides new businesses from account opening to becoming their primary operating financial institution.
Connect your account
Guide your new commercial accounts to move funding, income, bills, payroll, accounts receivables and accounts payables in under 15 minutes.

Recommended funding amount
Automatically review the old account's balance, payroll, and recurring payments, then tell the business exactly how much to fund day 1.

The first 7 days decide the relationship
higher lifetime value when a business completes its switch within the first week of opening
the deposits a primary commercial customer keeps, versus a non-primary one

Move income
Find every platform the business gets paid on and move them over. AutoSwitch updates the account details directly where the platform supports it.
Move payroll
Move the payroll provider to the new account before the next pay run.
Move recurring payments
Move the services the business pays for, one by one. Guided steps where a sign-in is needed, written instructions within 24 hours for the rest.
Notify AR/AP of new account info
Customers and vendors receive the new remittance details automatically, so receivables land in the new account and payables draw from it.
Banker dashboard
See every commercial account's onboarding status at a glance. Know exactly when to cross-sell and deepen the relationship — so your team spends its time on relationships, not chasing down income and expense transfers across platforms.
