PROFIT Bank prevents overspending by creating budgets right on your dashboard

PROFIT is the only bank account with multiple sub accounts for budgeting.  You can even issue budget-linked employee cards directly from the budgets you created to avoid overspending. 

Thanks for submitting!

Profit business bank budget mobile

HOW IT WORKS

01

CREATE A NEW BUDGET BY CLICKING "ADD A BUDGET"

02

ENTER BUDGET DETAILS & FUND YOUR BUDGET 

Name your budget, select a budget owner, the amount you want to fund your budget, and whether you want to set it to monthly, quarterly, or yearly.

03

ADD EMPLOYEES & ISSUE THEM CARDS TIED TO THAT BUDGET

Employee card spend is now tied to that budget. The budget owner can control their budget's spend by adding or removing funds from employee cards at any time. 

04

CARD TRANSACTIONS ARE TRACKED & AUTO-MATCHED TO THEIR CORRESPONDING BUDGET

Every time a card is swiped or an ACH occurs it appears in the budget's spend activity section so you know where the money is being spent and by whom.

05

TRACK BUDGET SPEND & ADJUST IT AS NEEDED

View spend per team member and per budget.  We auto-categorize every transaction to save you time. We also compare your budget's spend to the prior months. Helps close books in hours not days & integrates with Quickbooks

Profit business bank add a budget
Profit business bank add a budget
Profit business bank sales budget
Profit business bank budget details
Profit business bank spend management dashboard