Rose Report: Issue 41

Introducing RFSBanking & RFSTreasury

Managing, monitoring and making sense of your financial balances and transactions has never been easier.

As the leader in the next generation of FAO called Finance as a Service, Rose Financial Solutions (RFS) is committed to providing our clients with the financial clarity they need to grow. Our goal is to make Easby™ powered by RFSWorkflow™ your single, secure, online location for all of your finance, accounting, and tax information and management. That’s why we are introducing you to our newest innovation—RFSBanking™—and coming soon RFSTreasury™.

RFSBanking allows you to see all of your financial accounts, balances, transactions, including daily cash reconciliation, from a single secure location. Multiple websites, IDs, and passwords for your bank, credit cards, debt, and investment accounts will be a thing of the past since all of your bank transactions are readily available in RFSBanking. RFSBanking also adds an additional layer of cash security since RFS’ daily cash reconciliations will allow us to identify any unexpected transactions within a day, instead of at month-end.

Features include:

  • Bank, credit card, and line of credit reporting
  • Report and graph of past cash and liabilities
  • Daily cash reconciliations

RFSTreasury will take financial management a step further by enabling cash forecasting through human assistant machine learning—a crucial management tool for operational and strategic planning—and a host of advanced management tools and analytics for your banking, credit, investment, and debt activities.

Managing, monitoring and making sense of your financial balances and transactions has never been easier. All you need to obtain the financial clarity available with RFSBanking and RFSTreasury is to connect your banks! 

Let us help you simplify your financial transaction management. Contact us today for more information on RFSBanking and RFSTreasury.