HoneyBook has launched an expanded suite of financial tools that can be integrated into customer relationship management (CRM) platforms for independent businesses.
The new HoneyBook Finance includes a HoneyBook business checking account, HoneyBook Visa business debit card, payments, cash flow management and savings tools, the company said in a press release on Wednesday (October 16).
“We have customized these tools and integrated them into a robust CRM to provide user control, clear insights, quick access to funds, and automated savings capabilities, all while addressing the real challenges our members face in managing their finances. ” says HoneyBook co. – Founder and CEO Oz Aron said in a release.
According to the release, HoneyBook Finance provides quick access to earned funds by enabling instant payment deposits for customers at no additional charge.
The HoneyBook Visa Business Debit Card also enables real-time expense tracking, automatically allocates a percentage of each customer’s payments to a designated savings category, and provides a complete view of income, expenses, and account balances. A financial dashboard will be provided, the release states.
This expanded set of financial tools joins HoneyBook’s existing services, which the company says has processed more than $11 billion in transactions, served 25 million customers, and delivered 7 million transactions, according to the release. We have supported the above invoices.
“With HoneyBook Finance, we are not only providing independent business owners with the tools to manage their money, but also by providing an intuitive and comprehensive platform to visualize the health of their business. , increasing their financial confidence,” Aron said in the release.
HoneyBook was founded in 2014 to provide solopreneurs with an all-in-one platform that digitally links every step of their business process, from proposal creation to invoicing and payments. Aron told PYMNTS in an interview published in April 2019.
“What we’ve seen is that banks today know how to serve consumers, they know how to serve businesses, but they still don’t really know how to serve this individual businessman in the middle. “We don’t know,” Aron said.
Aron told PYMNTS in November 2021 that a single platform that manages tasks from lead generation to pitching to cash flow has many possibilities that can help solopreneurs raise their level of sophistication and professionalism. He said it was sexual.
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