Trolley Features

Automated Clearing House (ACH) is an electronic network that processes large volumes of financial transactions, including B2B payments.

Electronic fund transfers between entities

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Workflows to manage every stage of the payment process

Self-service portals and mobile apps to submit invoices for processing

Match invoices, payments, and bank statement information

Clearing of electronic payments to transfer funds from customers to suppliers

Track each stage of the payment process and manage payments history

Comply with information security standards for credit card processing

Point-to-point encryption to convert sensitive financial information into indecipherable code

Features to protect companies from attempts to steal sensitive information like credit card details

Secure Sockets Layer is the standard security protocol for encryption of electronic data

Ensure compliance with Association of International Certified Professional Accountants standards for cloud vendors SOC1 and SOC 2

The software can be integrated with any other products

Reports are generated using financial data from multiple sources

The vendor provides pugins and APIs that customers can use to create custom integrations

Provide integration with accounting systems or deliver APIs for integration.

Integrate with foreign exchange software for international transactions.

Deliver features or accreditation or Anti-money laundering and Know your customer.

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Integrate with existing ERP systems

Support multiple currencies, multiple countries, and multiple languages.

Provide features for money transfer online and on mobile devices.

Track and manage fees for different types of transactions.

Comply with security and privacy standards and regulations.

Include fraud protection features for all types of transactions.

Checks remitters' ID and information such as address at registration.

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)

Track invoices based on due dates to identify overdue payments

Monitor KPIs such as time to process an invoice or erroneous payments

Built-in security to protect payment information in order to prevent fraud and hacking.

The ability to process credit card payments and receive approval or denial of funds from the customer's bank.

The ability to process mobile payments from a mobile wallet or other mobile phone payment app.

The ability to process payments from a digital wallet service or other digital payment method.

Accept and process credit/debit card transactions

Allow customers to make a partial payment on an invoice and track remaining debt

Allows customers to check out with wallet payment methods that digitally store credit and debit cards

Reports and analytics created from payment data.

The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience.

Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.

The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting.

Process payments from multiple channels such as ACH, mobile, or e-commerce.

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Allows users to process payments in multiple currencies.

Online portal through which end users can access the system, manage tasks, or obtain information

Provide integration with accounting software and ERP systems.

Provide integration with B2B and B2C e-commerce platforms

Manages large volumes of invoices and financial transactions between a company and its suppliers

Reduces future risks through root cause analysis and process improvement

Reduces frequency of errors, identifies risk and improves efficiency

Scores suppliers and employees based on risk factors

Identifies and recoups funds and prevents errors from happening again

Offers reporting to aid in minimizing future lost profits and process breakdown

Detects and prevents a wide range of duplicate payments

Enables automatic checks of new vendors being set up in the system to combat potential billing schemes

Generates comprehensive data needed to conduct a thorough investigation

Provides continuous, proactive fraud monitoring across multiple systems and data formats

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

Contains a portal to facilitate contractor access to payments

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.

Estimates how much tax will be owed at the local, state, or federal level

Calculates tax related data, such as income, COGS, depreciation, and other operating costs

Provides the latest rules and tax rate information for different federal, state, county, and city entities

Generate one-off reports that meet information requirements

Information, data and reports that are being tracked over time

Integrates with other systems, such as accounting, ERP, CRM, and ecommerce platforms

Syncs with company accounts to automatically import transaction data

Integrate with a third-party accounting system

Process payments from customers and track late or incomplete payments.

Protect against payment fraud and fraudulent transactions.

Support multiple payment methods such as credit and debit cards or bank transfers.

Include features to manage the onboarding of new customers.

Allow users to personalize payments by geographical location.

Provide a portal that merchants can use to track payments.

Define workflows to process different types of payments.

Provide application programming interfaces to integrate with other software solutions.

Analyze payments to identify the value of failed or incorrect payments.

Matches payments with billing and invoices to ensure that customers are charged correctly.

Works across multiple software systems or databases

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives

Supports multi-method identity verification including documents, biometrics, and database cross-checks.

Performs automated document authentication using OCR and AI/ML.

Conducts biometric face matching (selfie-to-ID verification).

Offers identity verification functionality via API, SDK, or hosted interface.

Provides configurable identity verification workflows and logic-based orchestration.

Set up connections to third-party platforms to improve business processes

Process of checking different types of data for accuracy to avoid errors or inconsistencies

A way for institutions and businesses to check the age of their customers/clients.

Authenticate user identities through different methods such as ID cards, PINs, passwords, RFID, and biometrics

Addition of necessary external data, applications, tools, or features

Offers liveness detection to prevent spoofing and presentation attacks.

Generates real-time identity risk scores using AI/ML or rule-based logic.

Detects fraudulent or tampered documents through forensic analysis.

Identify and prevent suspicious activity

Compare new data with existing records to detect duplicate entries

Integrates AML, PEP, and sanctions list screening into the identity verification process.

Supports global identity document verification across multiple countries and regions.

Anti-money laundering compliance helps businesses uncover suspicious financial activity

Verify the identity, suitability, and risks involved with maintaining a business relationship

Researching and validating a person's criminal, educational, job or financial records

Track and analyse user behavior within a system or network

Ability to recognize printed or written text within digital images or scanned documents

A record of all activities within the system, including user access, changes made, etc.

Ability to record, store, update, and retrieve information

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Guide new users to understand and become proficient in using a product or service

Identify or authenticate a person's identity through biological data such as fingerprints or facial patterns.

Predict future data based on historical data sets

Receive data and information in real time

Securely stores data to prevent data loss or breaches

Access software remotely via mobile devices

Track and manage adherence to policies for any service, product, process, or supplier

Application programming interface that allows for integration with other systems/databases

Verifies and confirms the accuracy of an address

Scan and validate an ID barcode

Identify the physical location of an individual, asset, device, etc.

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Electronic signing method that validates the authenticity and integrity of a digital document

Create, design and manage workflows for repetitive tasks

Import, collect, and capture data from multiple sources

Manage user consent requests and documents

A set of software tools and programs used by developers to create applications for specific platforms

Search and filter data across systems to locate required information by entering keywords or certain criteria

Determines the location of a device using GPS or an IP address

Manage and support multiple languages

Plan availability and assign specific time slots for tasks and resources

Verify the identity of users/devices to enable secure access

Manage the process of evaluating documents or requests submitted for approval

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Define levels of authorization for access to specific files or systems

Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance

Store, manage, and track all electronic documents in a centralized location

Store, manage and track all forms in a centralized location

Streamlining repetitive tasks and activities through automated and predefined workflows

Import and export data to and from software applications

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Upload, track, and submit receipts in a central database

Identify and prevent suspicious activity

Receive an automatic notification when the exact same payment is about to be initiated for the second time

Store, manage, and track all electronic documents in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Issue payments to third parties via checks

Access software remotely via mobile devices

A record of all activities within the system, including user access, changes made, etc.

View and track pertinent metrics to find patterns and gain insights from data

Manage and handle various international currencies

Track the status over time for a request, process, asset, or transaction

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Automatically identify unusual behavior

Application programming interface that allows for integration with other systems/databases

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Creation, processing, verification, and execution of invoices till the payment is made

Manage all supplier data and operations

Centralized accounting record which tracks all financial transactions

Compare and match accounting/financial records with corresponding bank statements

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Manage the process of evaluating documents or requests submitted for approval

Transfer money electronically between two bank accounts

Aligns purchase orders with incoming invoices and receiving reports

Streamlining repetitive tasks and activities through automated and predefined workflows

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Create, design and manage workflows for repetitive tasks

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

A record of all activities within the system, including user access, changes made, etc.

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

Manage contact details and communication with clients

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Transmit documents to regulatory authorities over the web

Software specialized for corporate use

Creation and customization of dashboards

Allows users to manage data from a number of sources

Track and manage adherence to policies for any service, product, process, or supplier

Import and export data to and from software applications

Private online space that lets businesses securely share documents and provide information access to clients

Specify or track the date/time a project, task, etc., is due for completion

Track the status over time for a request, process, asset, or transaction

Manage and store data in a database

Store, manage, and track all electronic documents in a centralized location

Reminders sent via email

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Graphical representation of data

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Define levels of authorization for access to specific files or systems

Declaration of income made to tax authorities

Timed notification for any upcoming task, deadline, appointment, or activity

Track and document all activities across devices, networks, and other systems

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Compare and match accounting/financial records with corresponding bank statements

Access software remotely via mobile devices

Manage and handle various international currencies

Creation, processing, verification, and execution of invoices till the payment is made

Manage the process of evaluating documents or requests submitted for approval

Electronically collect payments for goods or services

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Application programming interface that allows for integration with other systems/databases

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Receive data and information in real time

Upload, track, and submit receipts in a central database

Store and organize documents in a centralized system

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Monitor or audit historical and current transactions to analyze customer account activities

Digitally sign online documents

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Identify and prevent suspicious activity

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Access software remotely via mobile devices

Track and manage adherence to policies for any service, product, process, or supplier

Upload, track, and submit receipts in a central database

Add customized logos and colors to align with company branding

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Access work applications remotely, for when working away from the office and/or traveling

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Process payments via multiple modes directly through the application

Track the status over time for a request, process, asset, or transaction

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Monitor and record expenses such as purchases or charges incurred

Protect sensitive data for digital privacy

Application programming interface that allows for integration with other systems/databases

Tools to prevent payment fraud, such as identity authentication, risk analysis, seller protection, etc.

Reconcile payments with corresponding invoices or orders for accounting purposes

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Receive data and information in real time

Create, manage, and send invoices or bills to customers

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