Branch Features

Educational tools that provide including planning, budgeting, and tips on how to alleviate financial stress.

Mobile applications or mobile-optimized websites for access financial wellness solutions.

Tools for budget creation, assets tracking, goal setting, and financial management progress tracking.

Tools that implement, manage, and administer financial wellness programs.

Provides secure connection to employees' banks and money management accounts.

Connects to external systems and applications as needed to complete team workflows.

Is consistently available (uptime) and allows users to complete tasks reliably.

Performs and secures payments efficiently on both the user and the consumer ends

Contains a portal to facilitate contractor access to payments

Provides debt management services.

Employee portal lets employees log into the system to help employees measure financial wellness.

Gamification tools for financial goal planning, debt management, and money management.

Provides access to education classes and seminars.

Reporting and analytics that report on activity and program effectiveness.

Contains tools to visalize data sets or workflows.

Find important content or files using keywords, metadata, tags, etc.

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Gives employees the ability to view, manage, and withdraw earned wages before payday.

Facilitates on-demand payments to employees for tips and gratuities or mileage reimbursements.

Allows managers to award one-time bonuses to employees.

Provides financial wellness tools such as budgeting software or financial education resources.

Enables employees to automatically set aside money for savings.

Offers compatibility with a connected debit card that employees can use to access earned wages.

Produces reports or dashboards for employers to track earned wage access usage.

Maintains compliance with payroll regulations.

Compatible with mobile devices.

Integrates with third-party HR software, such as systems for payroll, time & attendance, or core HR.

Provides reporting features to monitor tip distribution over time, for auditing or dispute purposes. May also allow for exports of payments.

Syncs with POS systems or is part of a larger POS system to pull all tip information, both digital and cash.

Encrypts all financial data to protect employee personal data from security breaches.

Allows managers to track hours worked by each employee across each site.

Provides a portal or app for employees to manage banking information and access tip payout records.

Allows managers to group employees by titles and manage different tip payout rules based on role.

Allows managers to create custom rules for tip distribution, such as percentage or payout frequency.

Tracks status of all tip payments and keeps historical records of past payouts for each employee.

Securely pays out tips to employee accounts in accordance with PCI compliance standards.

Distributes tips to selected employees' accounts automatically at the end of their shifts.

Integrates with third-party HR software, such as systems for payroll, time & attendance, or core HR.

Maintains compliance with payroll regulations.

Provides analytics tools that reveal payment metrics of contractors over time

Manages necessary information of contractors for ease of visibiltiy and access.

Generates invoices from HR departments for managing freelance, contract, and extended workforce.

Gives employees the ability to view, manage, and withdraw earned wages before payday.

Comes with an agentic agent capable of handling contractor payment activities with little human-in-the-loop intervention necessary.