Changelog

Bring clarity to your accounting tasks with the new Accounting Dashboard, which solves the problem of reconciling payments, troubleshooting issues with accounting integrations like Xero and QuickBooks, and provides easy-to-use reports that work with other bookkeeping platforms like Pilot and Bench.co.

This improvement enables accountants to manage their customers' accounts on Tola more efficiently, allowing them to add new clients and apply for financing quickly after chatting with an underwriting expert.

You can access this feature by navigating to Tola > Entities, providing a single-page view that simplifies account management for accountants.

Learn more in our FAQ.

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  1. Tola is not a bank. Banking services are provided by Patriot Bank, N.A, Member FDIC. Deposits are FDIC-insured through Patriot Bank, N.A., Member FDIC. Account opening is subject to registration and ID verification.
  2. Tola Push services are available for qualified businesses and subject for approval. Displayed fees on this websites are examples, actual terms depend on the individual business's credit eligibility. Please visit our Terms of Service for more details. Read our Privacy Policy.
  3. IMPORTANT INFORMATION FOR OPENING A NEW ACCOUNT: To help the federal government fight the funding of terrorism and money laundering activities, the USA PATRIOT Act requires us to obtain, verify, and record information that identifies each person who opens an Account. WHAT THIS MEANS FOR YOU: When you open an Account, we will ask for your name, address, date of birth, and your government ID number. We may also ask to see a copy of your driver's license or other documents at any time. All Accounts are opened subject to our ability to verify your identity by requiring acceptable types of identification. We may validate the information you provide us to ensure we have a reasonable belief of your identity. If we are not able to verify your identity to our satisfaction, we will not open your Account or we may close the Account if it was previously funded. Your Account is subject to fraud prevention restrictions at any time, with or without notice.