Intelligent banking & financial tools for physician practices, dentists, chiropractors, physical therapists, nursing homes, etc.
Running a practice is exhausting. So we built Toolbox to bring simplicity, efficiency, and clarity to your practice. With Toolbox, you can spend more time on patient care while feeling confident in the financial health of your practice. From seamless expense management to free business banking & intelligent insights, we provide the resources necessary for building a solid financial foundation.
Because Every Business Deserves World-Class Financial Tools.
Intelligent Business Banking
Get a 360 view of your business' financial position and understand how to optimize your financial resources for success. Plus enjoy 100% free business banking with free wire transfers, no account minimums, 1% yield, and an additional 1.3% rewards on debit spend.
Integrated Access to Business Credit
Toolbox provides businesses with a net-30 corporate charge card based on their financial health—allowing for additional spend of up to $6M/year. Our lender marketplace also serves as a single access point to hundreds of options for business capital.
Save Hours with Automated Bookkeeping
Toolbox streamlines the bookkeeping process, providing automation features that capture details in receipts, allow for easy categorization of transactions, and offer seamless integration with popular accounting software platforms.
Control
Create custom corporate cards to cover any business expense.
Set the spending limit and assign cards to employees, teams, projects, or expense categories.
Plus, reduce fraud with custom virtual cards for specific expenses or vendors.
Protection
256-Bit Encryption: All your data is secured using industry-leading encryption, ensuring it remains confidential and safe from breaches.
Multi-Factor Authentication: Additional layers of security require multiple methods of verification to ensure only authorized users access the account.