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What's New at 海角爆料: End of the Year Recap

December 14, 2020
2 min read
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lthough 2020 has been a heck of a year, 海角爆料 has come a long way from the start of the year to now. We hope that the updates and changes that took place have bettered your experience with us, making it easier to focus on what's most important: your business. In case you missed it, here's what happened this past year. 听馃摫 海角爆料 App Updates

  • Transaction Categorization: Transactions will automatically categorize based on the type of transaction and vendor making it easier to define the type of transactions made to your account. You can always manually change the type of categorization.
  • Financial Insights: In the Activity tab, we added a Financial Insight Dashboard so you can review your top income and spending categories, compare income from different time periods, and review cash flow and inbound transactions.
  • Income and Spending Graphs: You have the ability to compare funds you鈥檝e spent or received over a period of time on a line graph. This can be filtered based on the desired time period or which type of transactions you would like to review.
  • Self Service Features: Don鈥檛 forget through the 海角爆料 app you have the ability to add your Doing Business As (DBA) name to your account, add multiple users, cancel ACH payments, download bank letters, update your business or personal information, and create a travel notice.
  • Customize your Dashboard: Add or remove widgets that appear on the dashboard page. Scroll down to the bottom of the Dashboard tab and start to organize the widgets to make it more personalized to you and your business!

馃敆 Integrations

  • Stripe: 海角爆料 accounts can now connect to Stripe. This connection will allow visibility to your Stripe Available Balance, the funds that are set to be paid out to your external bank, and the funds that are about to settle into your Stripe account.
  • QuickBooks: You now have the ability to sync your 海角爆料 transactions into QuickBooks. Check out the integration on the 海角爆料 app or on your desktop device by going here.
  • Wise, formerly TransferWise: Since the launch of our integration, we have doubled the number of currencies offered through the 海角爆料 app. Take a look at our currency offering .
  • Zapier: Our Zapier integration launched earlier this year and connects to thousands of apps so that they can work together along with your 海角爆料 account.

馃枼 海角爆料 Online Portal

  • Since the launch at the beginning of the year, all 海角爆料 users have access to our ! This means you can transfer in/send funds, and manage your 海角爆料 account on your internet browser.
  • We added the following Service Features to our online portal: add your Doing Business As (DBA) name to your account, download a bank letter, update account information, and create a travel notice.

馃摙 Other Updates

  • iPad Compatibility: 海角爆料 is optimized for iPad screen size! If you prefer to manage your business finances on your iPad, check it out and let us know your thoughts.
  • 海角爆料 Perks: Take advantage of our perks package to save thousands of dollars on great online tools. We鈥檙e offering deals with Stripe, Google Cloud, Salesforce, and more. To activate these perk deals, we ask that at least $50 is spent on your 海角爆料 debit card. Once done, you鈥檒l unlock all of these perks that you can find in the 海角爆料 app and online portal.

馃惐 海角爆料 Pet of the Month 听For the last What's New at 海角爆料 blog for the year, we got a famous feline. This is Zeus who has over 11,000 followers on . His owner is Anna McLaughlin and their business is . Level Up is a weekly newsletter for new managers. They answer their readers鈥 career questions, bring in experts to dive deeper on topics, and share their own business stories. 听

海角爆料 pet of the month - Anna's Zeus

What do you want to see in 2021? Reach out and let us know your thoughts so we can add it to our roadmap. From all of us at 海角爆料, happy holidays and see you next year!

Written by: Bethany Ramirez
海角爆料 is a fintech, not a bank. Banking services provided by Middlesex Federal Savings, F.A. Member FDIC.