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Take Control of your Business Finances

Let us help you streamline your processes with Exchange, our powerful online access platform for businesses.
business owner staying on top of their company's finances with BOK Financial's Business Source.

A Powerful Cash Management Platform

With Exchange, all your important banking can be done in one place, 24 hours a day. In the system, you'll find detailed business reports to help you track your money. And, you'll also be able to take action right in the system, like making and collecting payments, sending wire transfers, or moving money between accounts.
  • Since you're the boss, you can add or edit users and manage each user's permissions. This way, your accounts payable team or finance department has access to exactly the information they need — and none of the information they don't.
  • View or download balance reports and account history, even for your loans. And you can also view check images or retrieve copies of your account statements. Now, everything you need to view your banking transactions is in one place.
  • Directly from the system, you can perform key banking actions. Transfer money between your accounts. Pay your bills or invoices online. Manage your payroll and expense reimbursement direct deposit. Initiate and approve ACH payments and wire transfers. All without leaving your office.

Because we know you do business on the go, we're mobile too. With Exchange Mobile, you can securely access your bank accounts directly from your mobile device. You can access many of the same features that you can on our desktop site, including account summary and transaction details, transfers, ACH and wire approvals, and a branch and ATM locator. Plus, you can also set up mobile alerts or deposit checks* using your mobile device's camera.

*Premium limits available for qualifying businesses.

Save time and money. Exchange Bill Payment allows you to improve your cash flow by paying bills and invoices online. You can easily set up payees and schedule single or recurring payments all from your computer in just minutes.

Exchange Bill Payment Features include:

  • Delegate payments
  • Permission controls
  • Account transfers
  • Direct Payroll Deposit and expense reimbursement
  • Customized reporting


  • Quick, easy and flexible payment solution
  • Saves time and money
  • Improves cash flow
  • Provides an extra level of security when paying your bills online
  • Reduces paperwork and manual record keeping
  • 24/7 access via a secured Internet connection

Ready to Enroll?

Our business bankers are ready to discuss your business needs. Call 800-234-6181, visit one of our Banking Centers or schedule an appointment below.