Trusted by Credit Unions & Community Banks Nationwide
All the control. None of the complexity.
Enjoy a fully integrated platform that streamlines your treasury management. Our seamless SSO connections ensure a hassle-free experience for your members.
White-Labeled for Your Brand
TOS is fully white-labeled, meaning your credit union or community bank can offer a modern treasury management platform under your own brand. Business members will experience a seamless, professional banking experience that reflects your institution’s identity—without feeling like a third-party tool.
Automated Workflows for Tasks
Reduce manual effort and streamline treasury operations with automated workflows. Business members can set up recurring payments, scheduled transfers, and approval workflows without administrative bottlenecks—saving time and reducing errors.
The Treasury Platform Built for Growth
Seamless. Scalable. Smart. Give your business members the tools they need—without the complexity.
frequently asked questions
Have more questions? Explore our FAQs below or contact us for further assistance.
TOS is built with enterprise-grade security, including SSO, encryption, and role-based access—so your members’ data stays protected.
Absolutely. TOS is modular and flexible, allowing you to offer only the treasury features that make sense for your businesses.
Yes. You can set up multi-user access, permissions, and approval workflows—built to match how your business members/clients operate.
Yes. TOS is fully white-labeled, giving your businesses a seamless, branded experience that feels connected to your institution.
TOS is pre-integrated with most core systems, so you can go live in months —with little IT effort.
