Financial Services


Mobile Payments Services offer tokenization capabilities.

September 16, 2014

Available via Visa Token Service and MasterCard Digital Enablement Service, tokenization provides secure method for third-party enablement such as mobile wallet, near field communication, or quick response codes. Capability creates digital account number, or token, which acts as substitute for consumer's personal account number. Tokens can be used for mobile proximity payments at physical point of sale, for mobile remote payments such as in-app purchases, and for e-commerce transactions. Read More


Account Update Service ensures uninterrupted payments.

June 25, 2014

Intended for businesses that offer subscription services and recurring billing plans, Auto Account Updater module keeps credit card information current to prevent declines due to account number changes and expired cards. This optimizes revenues via reduction of authorization declines that result in lost sales and minimizes customer friction. Automated service corrects card information prior to next billing cycle through process completely transparent to merchants and cardholders. Read More

Software, Services

Financial Planning Software offers progressive tax analysis.

February 18, 2014

Supporting cash-flow based financial planning, AdvisorVision™ enables advisors to analyze cash in-flows and out-flows over client's lifetime, across all financial goals, and expose risk and debt in single, illustrative view. Advisors can also model lifetime tax impact of investment decisions with program's progressive tax engine, providing greater insight to help clients control amount or timing of plan contributions, withdrawals, deductions, conversions, gifts, and donations. Read More

Software, Services

Electronic Bill Payment Service makes interactions engaging.

January 30, 2014

Designed to boost adoption of electronic bill payment among online banking users, CheckFree® RXP® Service incorporates gamification principles to make process intuitive and engaging. Progress bar shows new user 3 Easy Steps to get started with bill pay, including setting up first payee and making first payment. Tutorial elements instruct users on type of information they should input in certain fields. Once user becomes more familiar with service, more advanced features can be unlocked. Read More

Software, Services

Payroll Processing Services integrate expense management.

December 30, 2013

Available through HR Passport® system, ExpenseCloud enables companies to reimburse their employees directly through TriNet payroll. Cloud-based expense management solution lets users create, submit, and approve expense reports online. System seamlessly connects with many online accounting solutions specifically tailored for SMBs including NetSuite, Intacct, and Intuit QuickBooks. It also features receipt scanning and capture directly from iPhone, iPad, Android, and Blackberry devices. Read More


Billing Services support interactive voice response.

July 18, 2013

Part of Billing Services Suite, Interactive Voice Response technology includes Inbound IVR, Outbound IVR, and Emergency Alerts, giving end-customers phone number by which they can check account balances or make payments by ACH or credit card, 24/7. To help billers apply payments, Billtrust IVR is integrated with other payment methods, so billers receive one payment file to apply, eliminating extra work required when payment files in different formats are received. Read More

Software, Services

Payment Service includes backup and disaster recovery.

July 17, 2013

Interfacing with variety of check and document imaging equipment, Clearingworks - NextGen Lockbox allows users to configure custom reports and accounts receivable extracts without software customizations and providing online portal for exception handling, research, and reports. Cloud-based service removes complexity from all types of payment processing by consolidating all payment channels in one solution. Read More

Software, Services

Accounts Payable Solution automates workflow for SMBs.

May 28, 2013

Accounts Payable Solutions for Small to Medium-Sized Businesses provide electronic workflow for invoices. Users scan invoices at MFPs and route them to person approving payments. Point-and-click options are included for capturing data, to match information with purchase orders or contracts. Solutions integrate with accounting software, business systems, and/or electronic archives, while analytics provide visibility into cycle times, labor costs, discounts, and avoided penalties. Read More


Financial Service helps government minimize improper payments.

April 23, 2013

Using industry best practices, predictive fraud analytics, and lean Six Sigma methodology, Payment Accuracy and Fraud Solution helps government agencies reduce overall loss of cash associated with improper disbursement and recovery of funds. Diagnostic professional services include discovery sessions, interviews, hands-on process observation, mapping, and data collection/analysis with goal of delivering actionable roadmap that enables identification, mitigation, or elimination of improper payments. Read More


Fraud Detection Service stops fraud at check-out.

April 18, 2012

Through Visa Strategy Manager, financial institutions can create and implement strategies for identifying and stopping fraudulent transactions in real-time at check-out. Algorithms enable users to target riskiest transactions with customized strategies and determine whether they should be approved, declined, or flagged for review. By building customized rules that are based on issuer's transactions, Visa Strategy Manager can target fraud patterns that are specific to issuer's portfolio. Read More


Revenue Management Service optimizes collections processes.

March 15, 2012

With Plexus Revenue Cycle Management Service, health and human services providers can manage financial health and optimize efficiency of billing and collections processes. Service includes billing administration and claims management, internal authorizations, external eligibility, and compliance management. Organizations benefit from minimized rejected claims, optimized cash flow and data reporting, as well as compliance with state and federal reporting requirements. Read More

Software, Services

Payroll Service offers QuickBooks(TM) interface.

February 17, 2012

Residing in Payroll City cloud environment, Payroll City QuickBooks(TM) Interface Module lets users track payroll checks by department, track job labor cost, determine total profit of specific jobs or clients, and look at year-on-year department labor cost trends. Users can also query past payroll information and reissue checks showing wage deductions. Interface can map all payroll data, broken down by department or job costs, to correct class, job, or item within QuickBooks(TM). Read More

Software, Services

Remote Deposit Capture Solution expands deposit channels.

July 6, 2011

With Remote Deposit Anywhere(TM), financial institutions can offer retail and small business customers option to deposit checks from compatible smartphone, camera-enabled tablet device, or flatbed scanner. Hosted solution, complementing existing Enterprise Payment Solutions platform or implemented as stand-alone solution, can be customized based on business-sized and personal-sized checks, velocity preferences, and limits for mobile-based transactions and traditional deposits. Read More

Software, Services

Vehicle Payment Calculation Service links to current rates.

February 10, 2011

Built as web service, PaymentDriver(TM) offers online finance payment calculation for automotive industry portals and websites. Consumers can generate monthly payments for specific vehicles based on current finance rates and residuals available from dealership's finance partners. Supporting integration with online vehicle research and inventory workflows, solution also lets retailers customize lender and rate choices to provide 24/7 access to best available rates and programs. Read More


Payment Processing Service suits international companies.

December 22, 2010

Global payments processing platform enables localization of processing engine based on regional regulations, language, currency, and processing standards. Service includes full processing of credit cards with integrated circuits (EMV cards), and offers direct connection to Banknet platform for use in European and Latin American markets. Multinational companies are able to utilize product to support programs in each country they serve. Read More

Software, Services

Portfolio Management Platform comes with roles based user interface.

November 18, 2010

Targeted at managed accounts industry, OneView(SM) for APL(SM) features filterable and flexible columns to enhance data management feature in scalable APL data structure. Each view of interface is configurable as per user requirements. Platform is designed for sponsors, money managers, overlay managers, advisors, outsourcers, banks and Turnkey Asset Management clients. Read More


Invoice Management Service includes scanning and indexing.

November 17, 2010

Invoice-Professional Edition PLUS is scanning and indexing service that manages all of organization's paper-based invoices. Within 24 hr of receiving paper invoice, image of invoice and all supporting documents are available as fully indexed package. Service automatically moves data through account coding and approval processes to ERP system. It is also available as enterprise edition offering line-item review and adjudication of electronic invoices, and ability to track electronic receipts. Read More

Software, Services

Patient Financial Assistance SaaS identifies payment sources.

October 28, 2010

Recondo Financial Assistance helps hospitals identify most likely payment source for each patient. Based on account evaluation of patients who fall into categories of self-pay, underinsured, Medicare without supplement, or catastrophic determination, software guides hospital patient access staff and financial counselors through evaluation process. It is integrated with PARO score that predicts likelihood of patient qualifying for financial assistance and charity care. Read More


Payroll Management Service targets users of Unistaff HR Software.

October 22, 2010

Payroll Bureau Service delivers either traditional or secure e-payslips and utilizes bureau interface included in Unistaff software module. Employees of clients with Employee Self-Service Software installed can access current and historic payslips and P60 and P11D forms via secure browser. All users of service receive full management reports and can contact account manager to guide them through process. Read More


Retro Income Verification Service facilitates loan reviews.

September 22, 2010

Point In Time(TM) retro income verification service validates and documents borrower's employment and income at point of loan funding. Using automated workflow designed to capture and reuse employer data by tracking and documenting agent progress and findings, service can also access The Work Number's employer database of current and historical payroll data. It provides loan-level documentation to investigate repurchases and mortgage insurance rescissions. Read More