A modern tool to manage all AP & AR
Manage, pay and reconcile all business bills
Setup custom approval and automation work flows
Live-sync reconciliation with QuickBooks or Xero
Banking services provided by Patriot Bank, N.A., Member FDIC. Account opening is subject to registration and ID verification.1
Build deeper client relationships with lower costs
White glove client onboarding
Our partnership team will help you and your clients get started with Tola.
Seamless client portal
Easily manage all your clients through the main accounting dashboard.
Open a new revenue stream for your firm
Get special pricing for your clients and earn revenue for any new customer.
Modern and robust accounts payable platform
Import and scan documents, offer full payment flexibility and manage all client bills in one place.
Full accounts receivable solution
Create branded invoices with line items, send payment links, automate reminders and collect payments.
Set approval workflows and user roles
Easily set up automated workflows with user roles to fit any clients needs to stay on top of their finances.
Sync data two-ways with your accounting software
Connect Tola to QuickBooks or Xero and sync bill and vendor information in real-time.
Features
The best in class tools to help your business save time and money
Special pricing for accountant practices
Get access to wholesale subscription pricing, which you can resell to clients at substantial margins or pass on the savings.
Our products
Built for businesses, loved by accountants
“Tola team has been incredibly fast and responsive with new requests and a pleasure to work with.”
Katelyn Magnuson
Co-founder of FreelanceCFO
“Tola is a modern AP & AR solution that just works and a tool that we, and our clients, love to use.”
Eli Kamionski, CPA
Founder of Makro Finance
“Tola really stands out from other solutions as a more modern, fast, flexible solution for AP & AR.”
Dave Wilson
CEO of ProvenCFO
FAQ
Try Tola today
© 2024 Tola Inc. All rights reserved.
- 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.
- 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.
- 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.