Modern Treasury Integrations

Plaid operates as a global data network that supports various tools that help countless individuals achieve better financial well-being. Our goal is to create a financial ecosystem that is inclusive, competitive, and advantageous for all by streamlining payment processes and transforming the lending landscape. Collaborating with over 8,000 businesses, including popular fintech platforms like Venmo and SoFi, as well as numerous Fortune 500 firms, Plaid empowers users to have greater autonomy and flexibility in managing their finances. Based in San Francisco, the company's network encompasses more than 12,000 institutions across the United States, Canada, the United Kingdom, and Europe, ensuring a wide reach and impact in the financial sector. Additionally, Plaid is dedicated to fostering innovation that enhances user experiences in financial transactions.

An all-in-one business management solution that encompasses ERP/Financials, CRM, and e-commerce, this platform serves over 20,000 clients. In a rapidly changing environment, maintaining flexibility is crucial. You now possess the capability and insight to make informed decisions. The adaptability of NetSuite enables you to effortlessly scale operations, pivot, and embrace new business models. Each upgrade to NetSuite ensures that your configurations and customizations are smoothly transferred. Your essential business system doubles as your customer-facing commerce platform, tailored to fulfill client requirements and delivering an impeccable user experience. Featuring a user interface that provides real-time analytics, NetSuite guides users on actions they can take to support the business effectively. Furthermore, critical business information is readily accessible directly from the system, empowering decision-makers to act swiftly. This integrated approach not only streamlines processes but also enhances overall operational efficiency.

QuickBooks Online stands out as the leading accounting software globally. This platform streamlines the accounting process, making it the top choice for small businesses, as it allows for effortless tracking of receipts, income, transactions, and more. Users have the convenience of capturing photos of receipts to associate them with expenses, ensuring everything is well-organized. Our customer support team is always ready to assist with any inquiries regarding QuickBooks. To maintain operational efficiency, you can utilize your favorite applications, as QuickBooks Online is designed to work seamlessly on PCs, Macs, tablets, and smartphones. By clicking the link, you can access a 30-day free trial and enjoy a 50% discount for the first three months of service. Beyond basic accounting functions, QuickBooks offers tools to help you monitor your income and expenses effectively, making tax preparation less daunting. On average, customers report saving $3,534 annually, showcasing the software's financial advantages. Should you require further assistance, QuickBooks Live is available to help keep you organized and prepared for tax season. Additionally, QuickBooks Mobile provides the flexibility to manage your business operations from anywhere at any time, ensuring you’re always in control of your financials.

TeamOhana is a cutting-edge platform tailored for the efficient management of employee headcount in fast-paced businesses. It integrates all employee-related data and workflows into a unified collaborative tool. This platform enables users to gain accurate headcount projections by merging data from multiple systems. It enhances connectivity through seamless one-click integrations, ensuring that all essential stakeholders receive real-time insights into the headcount management process. Users can oversee both expected and unforeseen changes regarding headcount. Additionally, the platform facilitates the reconciliation of data from ATS, HRIS, and planning systems, which supports dynamic adjustments to financial forecasts. By centralizing headcount and compensation data, organizations can thoroughly analyze aspects like span of control, diversity, and pay equity, thus empowering teams to strategically plan for future expansion with confidence. Moreover, only positions that have received prior approval from Finance and HR can be addressed, linking authorized headcount directly to job openings in your ATS. The platform also allows users to monitor the hiring journey from job postings to offer acceptance, ensuring complete transparency into all sanctioned hires throughout the recruitment process. TeamOhana further bolsters decision-making by enabling organizations to respond to changes quickly and effectively, ultimately fostering a more adaptable workforce. This adaptability is crucial for businesses aiming to thrive in an ever-changing market landscape.