Business checking
Know precisely what you’re earning, spending and saving
Business savings
Automated savings that earn you 1.00% to 3.00% APY¹
Profit First banking
Relay is the official banking platform for Profit First
Receipt Management
Capture and store receipts for safekeeping
Accounts payable
Review, approve and pay bills within business banking
Polaris Financial is a fractional CFO service provider. We work with businesses of all sizes to refine and clarify the financial management of the business. We want to be the North Star that guides your business. Core areas include:
1. Create tools to manage cash flow
2. Goal setting and KPI development and monitoring
3. Budget creation and variance analysis
4. Financial statement review
Periodic meetings to review these above will be done either in person or via video conference.
