Partner Banking Service

Business Banking Built for Real Small Businesses

The same banking system we use at Balanex — clean, automated, and built to keep your books accurate.

Up to 20 checking accounts, automated transfers, direct sync with Zoho Books/QuickBooks/Xero, team cards, and zero hidden fees.

Balanex is not a bank. We partner with a fintech company whose banking services are provided by Thread Bank, Member FDIC.

Complete the short form. We'll contact you directly to begin your account setup with our partner bank.

The Problem

Your Current Bank Is Making Your Books a Mess

Traditional banks weren't built for the way modern businesses operate.

One checking account = constant confusion
No automation = manual transfers and spreadsheet chaos
Transactions don't sync → you pay for cleanup
Hidden fees eat your balance
Cash flow control is basically nonexistent
Your bookkeeper wastes hours chasing missing data
You still don't know what's safe to spend

You deserve a banking setup that actually supports your business — not sabotages it.

We fixed this problem for ourselves. Now we're giving that same setup to you.

A Banking System That Runs Your Finances Cleanly

Everything you need to manage cash flow, automate transfers, and keep your books accurate — all in one place.

Up to 20 Checking Accounts

Separate accounts for taxes, payroll, operating expenses, owner's pay, savings/reserves, and project campaigns.

TaxesPayrollOperatingOwner's PayReservesProjects

Smart Automated Transfers

Rules you set → money moves automatically. Percentages, fixed amounts, or scheduled logic.

Percentage-basedFixed amountsScheduled transfers

Seamless Bookkeeping Sync

Direct sync with your accounting software keeps your books accurate without manual imports.

Zoho BooksQuickBooks OnlineXero

Virtual & Physical Debit Cards

Real-time spend limits, freeze/unfreeze instantly, and project-specific cards for your team.

Up to 50 cardsSpend limitsInstant freeze

Full Payment Rails

All the ways you need to move money — ACH, wires, checks, and direct payouts from your platforms.

ACH transfersDomestic/Intl wiresMailed checksStripe/PayPal/Square

No Hidden Fees + FDIC Insured

No monthly fees, no minimums, no surprises. Banking services provided by Thread Bank, Member FDIC.

No monthly feesNo minimumsThread Bank, Member FDIC

Balanex is not a bank. We partner with a fintech company whose banking services are provided by Thread Bank, Member FDIC.

Getting Started Is Simple

We handle the complexity so you can focus on your business.

01

Submit Your Application

Fill out our short form with your business details. We'll review and reach out to discuss your needs.

02

We Prep Everything

We walk you through application prep, required documents, financial structure, and automation setup.

03

You're Set Up & Running

Once approved by our partner bank, we help you configure accounts, integrations, and automated transfers.

The partner bank handles approvals; we handle the financial organization and ongoing support.

Common Questions

Frequently Asked Questions

Straight answers about our banking partner service.

Ready to Get Started?

Get the Same Business Banking Setup We Use

Clean, automated, accurate — built for real businesses that care about their numbers.

Fill out the form. We'll contact you directly to prep your application and get you set up with our partner bank.

FDIC Insured
No Monthly Fees
Up to 20 Accounts
Direct Bookkeeping Sync

Balanex is not a bank. We partner with a fintech company whose banking services are provided by Thread Bank, Member FDIC.