Bottomline PTX 1.3.1

The PTX Account Visibility application by Bottomline provides a streamlined solution for corporate clients to monitor and manage their financial positions efficiently. Designed with usability and security in mind, the app offers a range of features intended to enhance financial oversight.

Highlights of the PTX Account Visibility platform include:

• Secure access through a single login to view real-time information across all linked bank accounts, accessible from any location.
• Comprehensive access to the latest account balances, statements, and transactions for both domestic UK and international banking relationships.
• Ability to add or remove accounts directly via the application, facilitating flexible account management.
• An integrated dashboard consolidating data from multiple bank accounts for ease of overview.
• Powerful search functionality enabling users to locate specific transactions or balances swiftly across all connected accounts.
• Options to share detailed transactional information securely with colleagues or authorized personnel.
• Assurance of data security, ensuring that sensitive financial information remains protected at all times.