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
Invite non-Bluevine clients to
apply for an account with a
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.
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
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.