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Business banking built for financial advisors

Free and secure business checking account built for financial advisors. Effortlessly connect to Quickbooks, Xero, Wave, and more.

Get StartedGet Started

Business banking built for financial advisors

Free and secure business checking account built for financial advisors. Effortlessly connect to Quickbooks, Xero, Wave, and more.

Get StartedGet Started

Manage your advisory business confidently and securely

Get a competitive edge with faster payments

Pay your employees, vendors, bills, and yourself up to 7 days faster with Novo Boost & Express ACH.

360° view of your business’s financial health

Get detailed, easy-to-grasp transaction data to save you time managing your back office.

Take control of your cash flow

Pay yourself, your employees, or your contracts up to 7 days faster with Novo Boost & Express ACH.

Move money faster, and give your cash flow a boost

It’s your money, why wait for it? Quickly reinvest in your financial advisory business’s growth, keep your clients happy, and your deals flowing.

  • Pay yourself, your employees, or your contracts up to 7 days faster with Novo Boost & Express ACH
  • Invoice your clients with branded invoices and send reminders with one click
  • Novo Boost gets you paid 2-4 days faster on Stripe payments, at no extra cost to you
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CashFlow

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Take your budgeting and accounting to the next level

Novo Reserves give you back control over your small business budgeting and accounting. Save for an upcoming expense, rainy day, or your Profit First plan.

  • Effortlessly budget for self-pay, taxes, and more with Novo Reserves
  • Keep your personal and business finances separate with your Novo debit card
  • Automatically allocate funds into Reserves
  • Automated expense categorization on card transactions
  • Manage your accounting with the flexibility that your business needs

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Supercharge your invoices

Novo Invoicing saves you time and gets you paid faster. With Novo, you can automate getting paid, from your accounts receivable to transaction reconciliation.

  • Get paid via card, ACH, Buy Now/Pay Later, P2P apps, and more
  • Get paid up to 95% faster on all Stripe-enabled payments with Novo Boost
  • Connect Novo invoices to Stripe or Square in a few clicks
novo invoice on app
CashFlow

Streamline your financial advisory business's finances with Novo business checking

Put our small business banking expertise to work for you. Get your free Novo account, and save time & money today.

  • View all of your business finances from one account
  • Manage your business safely and securely with an FDIC-insured Novo account*
  • Get fast, personalized customer support from real humans
  • Simplify your budgeting and integrate with all the tools you already use
  • Send unlimited, free invoices with your business logo
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*Banking services are provided by Middlesex Federal Savings, F.A.; Member FDIC.
Novo is a fintech, not a bank. Banking services provided by Middlesex Federal Savings, F.A. Member FDIC.

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© 2023 Novo Platform Inc. All Rights Reserved
Novo is a fintech, not a bank. Deposit account services provided by Middlesex Federal Savings, F. A.; Member FDIC. FDIC insurance through Middlesex Federal Savings. Physical debit cards provided by Middlesex Federal Savings or Patriot Bank. Virtual cards and physical cards provided by Patriot Bank, N.A., Member FDIC, pursuant to a license from Mastercard International Incorporated and may be used everywhere Mastercard® is accepted. Mastercard is a registered trademark of Mastercard International Incorporated.