All your clients' bank accounts in one overview.
Create an optional login for your client
Set powerful notifications
Moneye Insights allows you to monitor all of your client's bank accounts in one single real-time overview, so you can save time and provide more tailored services.
Get ready to manage all of your client's bank accounts from the same place. No more switching back and forth through different bank portals and accounts or requesting bank statements. You can now monitor all your bank accounts from the same place.
Over 2.400 banks connected
Add bank accounts for all your client's businesses
Group your accounts
View transactions across all of your accounts in real-time
Filter specific accounts
Setup alerts and notifications on important financial events and receive a notification the moment your payment is received on one of your accounts. Receive notifications on large payments or if the balance falls under a specific threshold.
Easy to setup notifications