About CashPro
A digital treasury and cash management platform for corporate and institutional clients. It provides tools for payments, receivables, liquidity, investments, FX, and trade management from a single interface.
CashPro is Bank of America's flagship digital treasury and cash management platform, designed for corporate and institutional clients. It serves as a centralized hub for managing global liquidity, optimizing working capital, and executing complex financial operations. The platform integrates with Bank of America's broader suite of treasury and payment solutions, providing users with real-time visibility into cash positions, consolidated reporting, and robust risk management tools. CashPro is highly functional for large-scale financial operations, offering deep integration with global banking services, API connectivity for enterprise systems, and data-driven intelligence. Support is provided through Bank of America's established institutional client service channels, including dedicated relationship managers and the virtual assistant, Erica.
Pros & Cons
- +Provides comprehensive global visibility into cash and liquidity positions.
- +Integrates seamlessly with Bank of America's extensive treasury and payment infrastructure.
- +Offers robust reporting and analytics tools for complex financial decision-making.
- +Supports institutional-grade security and risk management features.
- +Access to award-winning BofA Global Research provides valuable market insights.
- −Pricing for treasury and liquidity solutions is customized and not publicly available.
- −The platform is designed for large corporate and institutional clients, which may limit accessibility for smaller businesses.
- −Integration options are primarily focused on Bank of America's proprietary ecosystem.
Features
Key features
- Liquidity Management
- Provides tools to optimize cash positions and manage liquidity across global accounts.
- Global Payments
- Facilitates secure and efficient domestic and international payment processing.
- Data Intelligence
- Delivers personalized, actionable insights on payments and security through a data intelligence suite.
- API Integration
- Allows direct integration of banking data into enterprise software via CashPro APIs.
- Digital Support
- Offers 24/7 assistance through the virtual service advisor, Erica.
Additional features
- Electronic Trading
- Supports electronic trading capabilities for institutional investors.
- Working Capital Manager
- Includes tools to optimize cash flow and working capital.
- Equipment Financing
- Offers financing solutions for business equipment needs.
- Supply Chain Finance
- Provides trade and supply chain finance solutions to support business operations.
- Proactive Alerts
- Enables alerts to help businesses stay connected to account activity.
- Digital Disbursements
- Supports fast and secure mobile B2C payments.
- FX Services
- Offers foreign exchange services to mitigate currency risk.
- Research Insights
- Provides access to BofA Global Research for market analysis and economic perspectives.
- CashPro Connect
- Offers file transmission for flexibility, integration, and automation between systems.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About CashPro
A digital treasury and cash management platform for corporate and institutional clients. It provides tools for payments, receivables, liquidity, investments, FX, and trade management from a single interface.
CashPro Details
CashPro's In-App Market Place
Does CashPro have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD ($), CAD ($), CHF (Fr), CNY (¥), SEK (kr), HKD ($), NZD ($), SGD ($), KRW (₩), NOK (kr), MXN ($), INR (₹), BRL (R$), RUB (₽), ZAR (R)
Pros & Cons
- Provides comprehensive global visibility into cash and liquidity positions.
- Integrates seamlessly with Bank of America's extensive treasury and payment infrastructure.
- Offers robust reporting and analytics tools for complex financial decision-making.
- Supports institutional-grade security and risk management features.
- Access to award-winning BofA Global Research provides valuable market insights.
- Pricing for treasury and liquidity solutions is customized and not publicly available.
- The platform is designed for large corporate and institutional clients, which may limit accessibility for smaller businesses.
- Integration options are primarily focused on Bank of America's proprietary ecosystem.
CashPro's Support Options
Email Address
clientservices@bofa.comContact
1-800-637-6158CashPro's Alternatives
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