Self-Directed IRA Custodians Can Now Process Check & ACH Payments Directly in Salesforce
Payology processes more than a billion dollars annually in payments for our portfolio of self-directed IRA custodians.
Client Highlights
Our Clients Reduced Their Payment Allocation Time by as much as 90%
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Check Scanning for SalesforceReduce your check payment allocation time up to 90% when you scan checks and remittance advice and automatically apply the payments to financial accounts, assets, split-assets, contributions, rollovers, and other records.
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ACH Payment Processing in Salesforce
Self-directed IRA custodians can collect rent, notes, and dividend payments from users online, reducing their ACH payment allocation time by up to 60% with Payology Suite for Salesforce.
From Assets to Transfers to NIGOS, Payology Has IRA Custodians Covered
Self-directed IRA custodians use Payology to automate their accounts receivable directly in Salesforce, empowering them to:
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Scan checks and remittance advice and apply them to financial accounts, assets, split-assets, contributions, rollovers, and transfers
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Select corresponding tax codes and view equity positions when splitting assets
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Collect rent, notes, and dividends, automatically applying these payments to Salesforce records
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Alert the team about any checks that are Not In Good Order (NIGO), automatically sending these NIGO payments for team review
Automations for Faster Cash Flow and Increased Accounting Accuracy
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Speed up the check processing time by up to 90% for quicker cash flow
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Apply one check to thousands of accounts within a few seconds using our bulk upload feature
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Categorize and validate tax codes associated with incoming payments for increased accuracy and compliance
