Welcome to the 2025 Test Drive
05/28/2025
Start here to learn how we perform this assessment, the methodology, and how to explore the tool.
2025 Platform Winners
05/28/2025
See how each financial institution ranked overall compared to peers.
2025 Annual Report Has Just Been Published
02/28/2025
The Digital Business Banking annual report uses both data from qualitative surveys and insights from the Test Drive to give an up-to-date understanding of the current digital banking field.
U.S. Bank Updates to Mobile App
12/20/2024
On November 20 2024, U.S. Bank released an updated app with new features, including the ability to create a savings goal, personalized financial insights, and the ability to apply for merchant services.
Truist Savings Calculator
10/28/2024
A feature not offered in most platforms - Truist offers business customers a series of calculators on their mobile app that estimate dollars saved based on loan payment changes.
Bank of America Now Has Account Aggregation in Banking Dashboard
10/28/2024
Bank of America business banking customers now have the ability to see their aggregate cash flow by linking external accounts to Bank of America’s Banking Dashboard.
Chase’s Business Snapshot
10/28/2024
This year, Chase joined the leaders in offering cash flow analysis in their Business Snapshot tool.
TD Bank’s New Checkout Page Feature
9/12/2024
TD Bank joined the cash flow game this spring with their new Business Dashboard. The dashboard operates off data taken from pre-existing accounting software, creating cash flow tracking, forecasting, benchmarking information, and insights.
Bank of America Now Has Account Aggregation in Banking Dashboard
11/04/2024
Bank of America business banking customers now have the ability to see their aggregate cash flow by linking external accounts to Bank of America’s Banking Dashboard.
Chase’s Business Snapshot
10/28/2024
This year, Chase joined the leaders in offering cash flow analysis in their Business Snapshot tool.
TD Bank’s New Checkout Page Feature
6/24/2024
TD Bank joined the cash flow game this spring with their new Business Dashboard. The dashboard operates off data taken from pre-existing accounting software, creating cash flow tracking, forecasting, benchmarking information, and insights.
Welcome to the New Test Drive Layout
6/24/2024
We are excited to share this updated tool with you. Although the format is different, the methodology remains the same as previous years.
New TD Bank Business Dashboard
6/13/2024
TD Bank joined the cash flow game this spring with their new Business Dashboard. The dashboard operates off data taken from pre-existing accounting software, creating cash flow tracking, forecasting, benchmarking information, and insights.
NorthOne’s Insights and Integrations
6/10/2024
NorthOne’s Insights and Integrations connects with platforms like Shopify and Amazon. Users can link accounts to receive payments and view cash flow snapshots from e-commerce platforms such as Amazon, Etsy, PayPal, Shopify, Stripe, and Square. This update includes a new logo and redesign.
Truist Insights
6/10/2024
With Truist Insights, business customers can see snapshots of their cashflow, like spending trends, important events and flagged unusual activity, on both desktop and mobile platforms.
TD Bank Tap-to-Pay
6/10/2024
With Truist Insights, business customers can see snapshots of their cashflow, like spending trends, important events and flagged unusual activity, on both desktop and mobile platforms.