Banking Partner
Chase + Finvisor: banking that grows with your business
We pair Finvisor’s accounting expertise with Chase’s full-service commercial banking so your cash is always accounted for, your reconciliation runs on time, and your financials are ready when investors ask.
Chase
Full-service business banking, credit & treasury management
New York, NY
- Business banking
- Treasury management
- Business credit
- Commercial banking
- Wealth management
What is Chase?
Chase is one of the largest commercial banks in the United States, offering full-service business banking to companies at every stage. Its business banking suite includes checking and savings accounts, credit cards, lines of credit, merchant services, and treasury management — all under one roof.
Chase brings institutional credibility and financial infrastructure that fintech-first platforms can’t match. For startups that are scaling quickly, raising larger rounds, or building relationships with institutional investors, Chase offers the depth of a major U.S. bank — backed by a nationwide branch and ATM network and robust digital banking tools.
Finvisor recommends Chase to clients who need full-service commercial banking infrastructure — especially those preparing for larger raises, managing treasury, or working with institutional partners. We configure the accounts, set up bank feeds, and keep everything reconciled so your books are always accurate.
How Finvisor Works with Chase
We handle the accounting layer so your Chase activity flows cleanly into your books — every transaction categorized, reconciled, and ready for reporting.
Business checking, savings, and money market accounts
Set up Chase accounts, user roles, and payment controls
Business credit cards and lines of credit
Configure bank feed integration with your accounting platform
ACH, wire, and domestic payment capabilities
Reconcile all Chase activity against your GL monthly
Treasury management and cash flow tools
Ensure cash position is accurate and investor-ready at all times
Merchant services and financing options
Produce accurate cash flow and balance sheet reporting
Business checking, savings, and money market accounts
Set up Chase accounts, user roles, and payment controls
Business credit cards and lines of credit
Configure bank feed integration with your accounting platform
ACH, wire, and domestic payment capabilities
Reconcile all Chase activity against your GL monthly
Treasury management and cash flow tools
Ensure cash position is accurate and investor-ready at all times
Merchant services and financing options
Produce accurate cash flow and balance sheet reporting
FAQ
Questions we hear all the time.
If yours isn't here, we'd love to answer it directly.
Both. Finvisor handles the full setup — account configuration, user roles, and payment controls — and then maintains the ongoing accounting: reconciling transactions, managing bank feeds, and closing the books each month.