Autobooks is the leader in small business banking, providing a complete set of embedded tools that financial institutions deliver directly inside existing digital banking channels. We help financial institutions become the primary operating hub for business customers by unifying receivables, payables, accounting automation, and access to working capital in one experience.
With Autobooks Receivables, businesses can create and send invoices, accept customer payments by ACH and card, share payment links to get paid faster, and accept in person contactless payments with Tap to Pay on iPhone. Funds settle directly into the business account at your financial institution, reducing payment leakage to third parties and strengthening primary operating relationships.
With Autobooks Payables, businesses can pay bills digitally, schedule payments, manage vendors, and streamline approvals, keeping outgoing payments and liquidity management inside digital banking.
Autobooks Accounting automates bookkeeping tasks and categorization, producing real time financial reports and cash flow visibility without exporting data to third party software. For qualified customers, Autobooks also enables next day working capital tied to receivables activity, helping businesses bridge short term cash flow gaps while keeping the relationship anchored at your financial institution.
For financial institutions, Autobooks drives higher engagement, improves deposit retention, and creates new non interest income opportunities through increased payment activity. Our program includes administrative tools and reporting that support scalable onboarding, oversight, and servicing across digital channels.
Backbase is on a mission to put bankers back in the driver’s seat — fully equipped to lead the AI revolution and unlock remarkable growth and efficiency. At the heart of this mission is the world’s first AI-powered Banking Platform, unifying all servicing and sales journeys into an integrated suite. With Backbase, banks modernize their operations across every line of business — from Retail and SME to Commercial, Private Banking, and Wealth Management.
Recognized as a category leader by Forrester, Gartner, Celent, and IDC, Backbase powers the digital and AI transformations of over 150 financial institutions worldwide.
Founded in 2003 in Amsterdam, Backbase is a global private fintech company with regional headquarters in Atlanta and Singapore, and offices across London, Sydney, Toronto, Dubai, Kraków, Cardiff, Hyderabad, and Mexico City.
CheckAlt helps financial institutions modernize how their commercial clients get paid.
From legacy lockbox systems to digital-first receivables, we deliver solutions that help reduce risk, improve visibility, and strengthen the business banking experience. Whether you’re modernizing treasury workflows or replacing legacy receivables systems, we make it easier for your clients to accept and reconcile payments—without disrupting existing operations.
Our offerings include traditional and electronic lockbox, online payments, and remote deposit capture—all delivered through a single portal. One login. One vendor. One contract.
At CheckAlt, we don’t just process payments. We help you move your receivables strategy forward
Go-Live Faster is a global fintech solutions firm dedicated to accelerating business transformation for financial institutions by over 40%. We streamline FI’s implementation test cycles for FIs during their system integration, user acceptance, data migration and product releases—enabling faster, more efficient rollouts.
Our value lies in the fusion of deep domain expertise with pre-configured, highly automated testing accelerators across major financial products. We’ve successfully delivered solutions in treasury and cash management, payments and cards, lending, digital banking, and core banking.
Our platform integrates advanced analytics and strategic program management, guiding clients through every phase of modernization—from vendor selection to go-live and client migration—using functionally rich document templates.
We’re proud to offer an AI-enabled platform built on industry-specific design architecture, tailored to leading financial products. It adapts in real time to regulatory, compliance, security, and innovation shifts—helping institutions stay ahead while dramatically reducing implementation timelines.
Koxa, the ERP-banking company, connects banks to their corporate treasury clients by enabling businesses to bank directly from inside their ERP. Koxa partners with banks to extend the functionality of a bank’s digital banking portal directly into the user’s ERP or accounting software. With Koxa, corporate accounting teams can (i) submit, approve, and release payments, (ii) track payment status and auto-reconcile posted payments, and (iii) pull transaction and balance data without having to leave their ERP. Visit koxa.io for more information.
Monit is pre-integrated with digital banking to automate lead generation for business bankers by leveraging transaction & accounting data while providing a unique Digital CFO experience for business owners. Grow Deposits & Fee Revenue. Win Back Primary. Improve Sales Culture.
Q2 is a leading provider of digital transformation solutions for financial services, serving banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Q2 enables its financial institutions and fintech customers to provide comprehensive, data-driven digital engagement solutions for consumers, small businesses and corporate clients. Headquartered in Austin, Texas, Q2 has offices worldwide and is publicly traded on the NYSE and NYSE Texas under the stock symbol QTWO. To learn more, please visit Q2.com. Follow us on LinkedIn and X to stay up to date.
treXis is a boutique engineering firm dedicated to advancing technology modernization in financial services. Our team has spent years designing, developing, and integrating modern platforms across every major banking domain, including onboarding, treasury, lending, payments, and digital experience. This depth of experience allows treXis to deliver programs that move faster, cost less, and return full control to the institution.
At the center of our work is the X Banking PlatformTM, a composable, cloud-native architecture purpose built to accelerate transformation. It simplifies integration, unifies data, and removes dependency on rigid vendor ecosystems. treXis provides the platform under a perpetual “no fee” license, giving each partner institution true ownership of its technology and the freedom to extend and innovate independently. In return, partner institutions engage in a shared innovation model, collaborating with treXis to evolve the platform and drive industry-wide advancement.
This relationship model, grounded in servant partnership, creates alignment between institutional goals and engineering outcomes. Institutions gain autonomy, cost efficiency, and speed to market, while treXis gains the insight and collaboration necessary to co-engineer the future of banking technology.
The belief that ownership of technology defines the next competitive advantage is at the heart of treXis. We exist to make that ownership possible.
Vikar provides digitized end-to-end software solutions to community banks and credit unions. Their account opening and loan origination solutions enable seamless collaboration among various stakeholders such as clients, lenders, branch managers, underwriters, KYC teams, and operations teams. This is achieved through a unified interface that supports interactions across different banking services, including loans, deposits, treasury, and wealth management. Their solutions are designed with an integrated, comprehensive perspective on a bank’s operations and connects seamlessly with core banking systems. It supports all major banking business lines—retail, commercial, and wealth management—and can be utilized in multiple service formats, such as self-service, joint service, and full-service models. This versatility helps financial institutions enhance productivity and improve the client experience while maintaining a holistic approach to financial services.