Meet the finance guy who gets it done.
Connect the tools you already use, choose what BOB is allowed to do, and put him to work. No data migration. No complicated setup.
Connect.
Point BOB at the tools you already use. He reads your history and gets current. No data entry, no migration project.
Set the limits.
BOB starts read-only, with zero ability to act. You turn on what he's allowed to do, one permission at a time, and set the dollar thresholds where he has to come ask you first.
Put him to work.
Message him wherever you already are. Every action shows up as a confirmation you can see, check and reverse.
Safety you can verify.
Every action runs inside limits you set in advance. Every claim we make, you can check.
01
Starts read-only.
BOB begins with zero ability to act. He can look; he can't touch.
02
You set the limits.
Per-permission, per-dollar-amount. Above the line you draw, BOB asks.
04
Bring your own auditor.
Run your security review with real answers, not a trust-us page. SOC 2 is in progress and we'll tell you exactly where it stands.
03
Full audit trail.
Every action logged, timestamped and attributable.
BOB is free.
Not a trial. Not free-for-fourteen-days. Free.
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Because the banking relationship pays for the agent. When you run your business banking through BOB, we earn on the deposit side, so there's no subscription for the software.
Questions people actually ask.
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BOB starts read-only with zero ability to act. You grant permissions one at a time and set the dollar amounts where he has to ask first. Every action is logged.
Every action shows up as a confirmation you can see and reverse, and anything above your threshold needs your OK first.
No. BOB plugs into the tools you already use and answers in the apps you already have open.
Minutes, and no onboarding call.
BOB connects to the major accounting, invoicing and estimating tools. If you run something niche, ask.
Yes, and here's how that works. The banking relationship pays for the agent. When you run your business banking through BOB, we earn on the deposit side, so there's no subscription for the software.