Toolbox for Accountants, Bookkeepers, and Business Consultants
Free business banking, enterprise-grade financial workflows, critical financial insights, AP automation, and so much more.
At Toolbox, we're building an intelligent financial platform to empower SMBs with insights, automation & recommendations only available to the world's leading corporate finance teams.
Effortlessly categorize transactions in real-time and sync with top-tier accounting platforms like Quickbooks, Netsuite, and Sage. Map categories directly from our platform and get one-touch sync to your accounting software to save 100s of hours every year
Businesses can leverage up to $6M/ year of 0% APR capital with a Toolbox charge card and access up to $10M in long-term funding options through our lender marketplace. With the Toolbox charge card, businesses not only get access to 30-day float at no cost, they also get an expense management platform where their team can classify all expenses by project, GL or class code, and subcontractor.
"The team at Toolbox are great people to work with. They're easy to create a business relationship with, they listen to what you say, and they actually value your feedback."
Introduce clients to benefits they'll love.
Toolbox was built for all businesses, from sole proprietors to corporations.
Save time managing client data with Toolbox’s automated bookkeeping features.
Earn commission as you add new clients to the Toolbox ecosystem.
Add banking & business capital advisory services to build a more resilient firm.
Toolbox is the intelligent banking platform for businesses of all sizes.
Toolbox gives businesses–from entrepreneurs to corporations–better business banking, automated bookkeeping, and enterprise-level financial tools, all without the fees.
And best of all, say goodbye to tedious data entry and reconciliation. We're ensuring every transaction is neatly categorized and ready for upload.
Become an official Toolbox partner.