accessOPTIMA® Mobile vs CentreSuite Mobile

accessOPTIMA® is your digital treasury management platform, offering a single, customizable point-of-access to obtain account information and tools that you need to help meet your daily cash-flow requirements and optimize your company's long-term cash management strategy. Key features include real-time reporting, integrated payment workflows, self-service capabilities, live customer support and security controls to help mitigate fraud. accessOPTIMA delivers enhanced capabilities: • Customizable dashboard lets you tailor screens with the information you need for your specific job function • Integrated payment center allow you to view multiple transactions - including wires, ACH, loans and transfers - on one screen • Real-time reporting gives you access to current account balances and transaction data, 24/7 • Responsive design provides a seamless experience across desktop, mobile phone and tablet devices • Live chat puts you in contact with our dedicated client services team for answers to questions or help resolving issues • Administrative controls offer a simple way to add or clone users and set individual permission standards • Alerts raise awareness of financial activities so you can monitor various accounts whenever a transaction occurs

CentreSuite Mobile provides mobile access to a wide array of valuable card, statement, and expense management features and benefits to meet the needs of commercial cardholders and program administrators alike. - Cardholders enjoy a simpler, less time-consuming process in the palm of their hand - making it a breeze to track expenses and meet corporate requirements - Administrators can quickly review cardholder activity or provide support at any time and from wherever they happen to be - CentreSuite Mobile lets you offer a seamless omnichannel experience leveraging the full power of the CentreSuite platform through a smartphone. Commercial cardholders can: - Track purchases and view statements - Manage and code transaction with company specific general ledger codes and other allocation settings - Efficiently manage receipts with multiple options - (attach, auto assign) - Create, submit, and manage expense reports - Make, edit payments and payment accounts - one time and recurring payments - Get timely updates and receive critical notifications - Manage account preferences and settings - Turn card on/off Commercial program administrators can: - Ability to manage all direct team members - Reviewing and approving expense reports - Track purchases and view statements for team members - View authorization details - Managing credit limits, establishing and adjusting velocities to better control spending - Make, edit payments and payment accounts