Launches & Transactions · Pricing
Bank & Card Account Setup Coordination
Starting at$325one-time
What the price covers
1 bank; up to 2 accounts and 1 card program; approved signers
What we do
- Collect approved entity, signer and bank requirements
- Coordinate account and card-program applications
- Track confirmations and complete the banking handoff
- Review approval records and completed banking handoffs
What you get
Bank/account/card setup checklist and retained confirmations.
Not included
Bank fees and the bank-feed connection inside platform setup.
Included in
Every Step. All 13.
- 01Collect approved entity records and signer detailsBanking intake · Operations
- 02Confirm the chosen bank and requested accountsBanking intake · Operations
- 03Identify bank-supplied application requirementsBanking intake · Operations
- 04Coordinate the account applications1 bank / 2 accounts / 1 card · Operations
- 05Coordinate the approved signer documents1 bank / 2 accounts / 1 card · Operations
- 06Coordinate the card-program application1 bank / 2 accounts / 1 card · Operations
- 07Track the bank's outstanding information requests1 bank / 2 accounts / 1 card · Operations
- 08Obtain account and card-program confirmationsBanking handoff · Operations
- 09Record the approved account owners and access handoffBanking handoff · Operations
- 10Save the setup documents securelyBanking handoff · Operations
- 11Check the approval and confirmation recordsCompletion review · Senior accountant
- 12Confirm the ongoing bank-administration ownerCompletion review · Senior accountant
- 13Send the new account details to bookkeeping for the bank-feed connectionCompletion review · Senior accountant
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