Overview
Your real-time payment summary
Recent transactions
| Amount | Recipient | Rail | Status | Date |
|---|---|---|---|---|
| No transactions yet — | ||||
Cash Flow
Live projections, inflow vs outflow, shortfall alerts
Upcoming scheduled payments
| Label | Amount | Recipient | Frequency | Next Run | Status |
|---|---|---|---|---|---|
| No scheduled payments. | |||||
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 |
|---|---|---|---|---|---|---|
| Loading... | ||||||
Transactions
All payment activity on your account
| Amount | Recipient | Routing | Rail | Status | Date | |
|---|---|---|---|---|---|---|
| Loading... | ||||||
Invoices
Collect inbound payments from clients
Invoices
| Invoice # | Debtor | Amount | Due Date | Status | Actions |
|---|---|---|---|---|---|
| Loading... | |||||
1099 / Contractors
Track contractor payments � auto-flag $600+ for 1099-NEC filing
Contractor records
| Name | Tax ID | Total Paid | Year | 1099-NEC Required | Actions |
|---|---|---|---|---|---|
| Loading... | |||||
Audit Trail
Immutable record of all account activity
| ID | Action | IP | Details | Timestamp |
|---|---|---|---|---|
| Loading... | ||||
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.
Payment Links
Create a link — send it — get paid instantly
Create Payment Link
Recent Links
| Amount | Recipient | Memo | Rail | Status | Expires | Link |
|---|---|---|---|---|---|---|
| No payment links yet. | ||||||
| Amount | Recipient | Rail | Status | Remittance | Date |
|---|---|---|---|---|---|
| Loading... | |||||
Batch Payroll
Upload a CSV to pay multiple recipients at once
Upload Payroll File
Upload a CSV with columns: recipient_name, account_number, routing_number, amount, memo
Click to browse or drag and drop your CSV
Max 5MB · CSV only
Past Batches
| File | Total | Amount | Sent | Failed | Status | Date |
|---|---|---|---|---|---|---|
| No batch jobs yet. | ||||||
Webhooks
Delivery health and retry management
Recent Deliveries
| Event | Status | Attempts | Last Attempt | Error | Action |
|---|---|---|---|---|---|
| Loading... | |||||
Limits
Your transaction limits and override requests
Request Limit Override
Need a higher limit for a large settlement? Submit a request and we'll respond within 1 business hour.
Team
Manage portal access and roles for your team
| Name | Role | Status | Last Login | Actions | |
|---|---|---|---|---|---|
| Loading... | |||||
Billing
Your payment history with BridgePoint
| Amount | Transactions | Reference | Date |
|---|---|---|---|
| Loading... | |||
Account
Your business details and API credentials