UFB Direct® vs ScanVize

UFB Direct delivers smart personal and business finance on the go. Bank, borrow, and plan on your terms. Link and manage accounts. Track savings. Access and move money with ACH direct deposit, mobile deposit, and money transfer. Plus, pay bills and monitor your credit score. It’s the way financial services should be. MOVE MONEY & ACCESS FUNDS It’s your money – use it. Add money and send it where it needs to go. • Transfer money to accounts, friends, and others • Mobile check deposit • Early direct deposit • One-time and recurring bill pay • Credit score monitoring • Wire transfers MANAGE CHECKING AND SAVINGS ACCOUNTS Make your money work. Open a digital bank account. Manage debit and ATM cards. Get account balance and other alerts. • Accounts for all ages, from teens to adults and seniors • Freedom Checking • High Yield Portfolio Savings • High Yield Portfolio Money Market • Certificates of Deposit (CDs) BORROW MONEY & MANAGE LOANS Apply for a loan, track details, and pay loans. • Mortgages for home purchase and refinance • Personal loans for large expenses, home improvements, debt consolidation, and more • Set up and edit scheduled payments • Enroll in payment alerts CREDIT SCORE MONITORING Watch your credit and learn how it impacts finances. • Free credit score • Credit score change alerts • Credit score history PERSONAL FINANCE MANAGER Connect bank accounts to track money and gain insights to help master finances. • Account aggregator • Spending tracker • Saving & investing trends • Debt tracker © 2025 UFB Direct, All Rights Reserved Bank products and services are offered by Axos Bank®. All deposit accounts through Axos Bank brands are FDIC insured through Axos Bank. All deposit accounts of the same ownership and/or vesting held at Axos Bank are combined and insured under the same FDIC Certificate 35546. All deposit accounts through Axos Bank brands are not separately insured by the FDIC from other deposit accounts held with the same ownership and/or vesting at Axos Bank. For more information read our FDIC Notice. Axos Bank NMLS# 524995

STOP LEAVING MONEY ON THE TABLE. Scan receipts, track expenses, and uncover hidden tax deductions automatically with ScanVize. Built specifically for freelancers, consultants, and self-employed professionals, ScanVize turns your phone into a high-performance tax assistant. WHY PROFESSIONALS CHOOSE SCANVIZE Tax season should not be a source of stress. ScanVize simplifies your bookkeeping by ensuring every legitimate write-off is captured, categorized, and ready for your accountant. KEY FEATURES PRO-GRADE RECEIPT SCANNER Digitize receipts instantly with AI-powered recognition. Our advanced perspective correction ensures every scan looks like a professional document, even when captured on the go. UNCOVER HIDDEN DEDUCTIONS Most self-employed pros miss out on up to 20% of their potential write-offs. ScanVize analyzes your spending to identify deductible expenses for home office, travel, equipment, and client meals. AI-POWERED TAX INSIGHTS Have a question about your spending? Just ask. Chat with the ScanVize AI to get instant breakdowns of your expenses by project, category, or tax year. AUDIT-READY EXPORTS Generate clean, professional PDF or CSV reports in a single tap. Seamlessly share your data with your accountant or export to software like Xero, QuickBooks, and FreshBooks. MULTI-CURRENCY INTELLIGENCE Perfect for frequent travelers. ScanVize auto-converts foreign expenses using real-time exchange rates from the date of the receipt. BANK-GRADE PRIVACY Your financial data is encrypted and stays private. ScanVize is built with a security-first mindset—your data is never sold, and your privacy is our priority. DESIGNED FOR: Freelancers and Gig Workers Self-Employed Engineers and Consultants Creators and Influencers Small Business Owners Full-time employees START SAVING TODAY Do not wait to get organized. Download ScanVize now and automate your tax savings. SCANVIZE SUBSCRIPTION* • Unlimited receipt scanning • AI-powered tax deduction finder • Chat with your receipts • Expense tracking & categorization, backup and export data anytime *ALL FEATURES REQUIRE A SUBSCRIPTION. • Annual plan includes a 3-day free trial *SUBSRIPTIONS CAN BE CANCELLED ANYTIME TERMS: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/