A Powerful Cash Management Platform
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
Trusteer Rapport is a free, downloadable security solution available to Exchange customers. It protects your Exchange login credentials and sensitive data from being stolen from your computer. Plus, it provides you with an additional layer of security that monitors, blocks and reports the presence of financial malware, which allows for fast action against possible threats to your business.
BOK Financial requires this added level of security because it helps prevent fraudulent charges and reduces malware-related attacks. It's also free and easy to install on your computer. Be sure to download Trusteer Rapport when you visit Exchange.