Create efficiencies by securely managing all your Bluevine clients’ finances from one place.
Download all your clients’
statements at once.
Add and edit bills.
Add firm team members and
assign them to different
accounts.
Invite non-Bluevine clients to
apply for an account with a
secure link.BVSUP-00063
Save time on back and forth with your own login credentials.
Controlled access gives you what you need with no unnecessary permissions.
Spend less time on logistics and more time providing exceptional service to strengthen your client relationships.
Having access to the client’s bank account just makes life way easier because I’m not waiting on them to send me bank statements, and I don’t have to worry about the potential liability concerns that come with sharing login info.”
Modernize the way you work with Bluevine’s industry-leading banking solutions designed to streamline your workflows and strengthen your client relationships.
No monthly fees and the
opportunity to earn 2.0% interest.BVSUP-00005
A flexible revolving line that helps
fuel growth.
A variety of payment options that
help maximize cash flow.
Our expert account representatives are here to help you and your clients succeed.
Enjoy the efficiency, security, and convenience of the dashboard we built
with you and your clients in mind.