
Millio
Millio is an innovative online banking software seamlessly integrated into Salesforce, revolutionizing your financial management. With intelligent automation, it streamlines invoicing and payment processes, enabling you to manage banking tasks directly within your CRM. Maximize efficiency and reduce manual workload while gaining real-time insights into your financial activities.
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Top Millio Features
- Smart budgeting tools
- Real-time transaction alerts
- Customizable dashboard views
- Integrated financial analytics
- Multi-currency support
- Automatic expense categorization
- Secure document storage
- Peer-to-peer payments
- Goal-based savings accounts
- Bill payment automation
- Mobile check deposit
- In-app customer support
- Enhanced security features
- Spending insights and trends
- Personalized financial advice
- Account aggregation
- Virtual debit card
- Transaction dispute management
- User-friendly mobile interface
- Scheduled fund transfers