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The New - Frequently Asked Questions

The new experience is the Intelligent Business Payments Platform, enhanced by machine learning capabilities and powerful new features. We will be switching all accounts, in phases, over to the new


When will my account be switched over to the new interface?

We will be switching accounts over in phases. You will be notified via e-mail once your account is up for the switch.

Are there any changes with the sync?

No significant changes have been made to the sync functionality.


Will we still have the Cash Forecast?

No, the cash forecast feature will not be available for the new experience.



Below is a recording of the live Webinar session from 3/19/19. In this session, you will discover the differences between the classic experience and the new experience. You will also see a live demo of some of's new functionality.