NEXQORABUSINESS APPS · ERP · BOS

NEXQORA BOS

Client Funds & Payments

Track every amount received or paid on a client’s behalf through reconciliation.

The generic product behind CPM: client funds, payments on behalf, evidence and reconciliation with customer-specific service directories.

Client Funds & Payments product interface
Client Funds & Payments product experience

PRODUCT CAPABILITIES

Everything your team needs in one focused product.

Choose the capabilities and configuration that fit your company and operating model.

Funds and custody intake

Payment requests and review

Receipts and evidence

Reconciliation and client ledger

Institution and service directories

PLANS

Scale · Enterprise

See plan prices and operating limits on the pricing page.

INTEGRATES WITH

Customers · Finance · Workflow · Documents

Connect this product with the other NEXQORA products selected for your company.

SETUP AND SUPPORT

A setup shaped around your operation

We define users, data, configuration and integrations in your written proposal.

START SMALL. EXPAND WITHOUT REBUILDING.

See how Client Funds & Payments fits your operation.

Request a tailored demo