Overview
Your real-time payment summary
Recent transactions
| Amount | Recipient | Rail | Status | Date |
|---|---|---|---|---|
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Cash Flow
Live projections, inflow vs outflow, shortfall alerts
Upcoming scheduled payments
| Label | Amount | Recipient | Frequency | Next Run | Status |
|---|---|---|---|---|---|
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Send Payment
Move funds instantly over FedNow or RTP
Scheduled Payments
Recurring and future-dated disbursements
Scheduled payments
| Label | Amount | Recipient | Frequency | Next Run | Status | Actions |
|---|---|---|---|---|---|---|
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Transactions
All payment activity on your account
| Amount | Recipient | Routing | Rail | Status | Date |
|---|---|---|---|---|---|
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Invoices
Collect inbound payments from clients
Invoices
| Invoice # | Debtor | Amount | Due Date | Status | Actions |
|---|---|---|---|---|---|
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Early Pay
Get paid on open invoices at 0.50% — vs 1–5% factoring fees
Advance requests
| Invoice | Debtor | Invoice Amount | You Receive | Fee | Status | Actions |
|---|---|---|---|---|---|---|
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1099 / Contractors
Track contractor payments — auto-flag $600+ for 1099-NEC filing
Contractor records
| Name | Tax ID | Total Paid | Year | 1099-NEC Required | Actions |
|---|---|---|---|---|---|
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Audit Trail
Immutable record of all account activity
| ID | Action | IP | Details | Timestamp |
|---|---|---|---|---|
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Exports
Download your data for accounting and compliance
Transaction Export
Invoice Export
Export all invoices including debtor info, amounts, and payment status.
Tip: Use this with QuickBooks import to auto-reconcile accounts receivable.
1099-NEC Export
Export all contractors paid $600+ for tax year. Ready for your CPA.
Audit Trail Export
Full audit log for compliance review, legal requests, or financial audits.
Team
Manage portal access and roles for your team
| Name | Role | Status | Last Login | Actions | |
|---|---|---|---|---|---|
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Billing
Your payment history with BridgePoint
| Amount | Transactions | Reference | Date |
|---|---|---|---|
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Account
Your business details and API credentials