Q3 2024 product roundup
Introducing our new quarterly product roundups! These updates will take you through our most impactful deliverables for the past quarter and give you a little insight into what's coming next.
Here's what we released last quarter
Bare trust savings
We introduced a new type of savings accounts—bare trust savings! This savings account allows you to hold funds on behalf of multiple customers through a legal structure known as a bare trust. If you've built your own ledger systems and want to manage individual customer balances and interest income yourself, our bare trust savings account will allow you to do that!
Read our full release note here.
Onboarding customers located in Crown Dependencies
You can now onboard your customers located in crown dependencies including Jersey, Guernsey and Isle of Man via Verify and Reliance onboarding. This allows more of your customers to access our bank accounts.
Read our full release note here.
Export transactions for your accounts
We know how important it is to download transaction history for bookkeeping purposes, so you can now download a list of transactions in CSV format using our API or directly from your account page in the app. These CSV files are compatible with Xero.
We've also made it simple to generate transaction summaries for your customers. Use our Transactions API to retrieve a list of transactions per bank account and generate summaries for your customers as needed.
Read our full release note here.
Watch this space 👀
We have some exciting additions coming up this quarter (Q4) including Confirmation of Payee, API security enhancements, refined roles and permissions and improvements to our onboarding product, Verify.
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