Skip to content

Extend QuickBooks with TROY FlexPay to make Wealth Management Easier than Ever

By seamlessly integrating with QuickBooks, TROY FlexPay elevates payment efficiency and reliability, enhancing the overall QuickBooks experience.
TROY FlexPay offers wealth managers multiple ways to process an invoice from QuickBooks. You can provide traditional paper checks easier than ever, and with more security. You can begin to transition to digital payment methods without disrupting your current workflows or customers.  
Stock market data on LED display
stock market price display
Businesswoman with financial symbols coming from her hand
Stock market data on LED display
stock market price display
Businesswoman with financial symbols coming from her hand

Wealth Management Professionals Save Money and Time With TROY FlexPay

TROY FlexPay offers a suite of features to help wealth management professionals be more successful by combining a user-friendly UI with advanced functionality. The following features make TROY FlexPay theideal payment solution:

Easy QuickBooks Integration: Effortlessly integrate TROY FlexPay with your QuickBooks data. You can start processing payments easier than ever without disrupting your current workflows or customers.

Detailed Reporting: We know that accurate records are important to the successful operation of any business. TROY FlexPay provides detailed reporting that are easy to customize and can be quickly generated.

Easy to Use Interface: Quickly assess your invoices in QuickBooks with our user-friendly interface. You can quickly see when payments are due and with a couple of mouse clicks print checks from QuickBooks with ease.

A Dedicated Partner: Our development team is actively listening to our customers to learn what is important. We want to know what you need today and tomorrow for you to be successful.

Reduce Administrative Overhead: Remove all the stress and time lost to printing QuickBooks checks. The TROY FlexPay software and our experienced engineers can help you process payments more easily. Freeing up more time to focus supporting your customers and worry less about the costs of processing QuickBooks payments.

Most Secure Payments Available: Your QuickBooks invoices are more secure than ever with TROY FlexPay's fraud resistant MICR toner or secure digital payment options. You gain more security and more financial protection without having to change the way you process QuickBooks invoices.

Outsource the Tedious Tasks: TROY FlexPay can help you move away from managing printers and expensive check stock. Our outsourcing option for check fulfillment helps reduce monthly costs associated with QuickBooks check printing without an expensive contract or commitment. It's a flexible option available to all our TROY FlexPay customers at no additional cost.

Easy Transition to Digital Payments: Upgrade your QuickBooks beyond traditional check printing. Begin your journey to digital payment and reduce the operational costs of check printing. With TROY FlexPay you can process payments with Paper Checks, Digital Checks, or ACH without changing how you work.

Flexible Payment Options: TROY FlexPay allows you to choose the way that works best for your business to process payments. Today it can be traditional paper checks, next week you can outsource check printing to us, and next year you can be fully digital. There are no fees or penalties for changing the way you process a payment. Use what works best for your business that day.


TROY FlexPay proves to be an indispensable tool in the wealth management industry, significantly enhancing payment processing efficiency, improving cash flow management, and providing a secure and compliant payment platform. With its seamless integration with QuickBooks and user-friendly interface, TROY FlexPay streamlines financial operations for wealth management professionals, allowing them to focus on delivering exceptional services to their clients. Embrace TROY FlexPay today and experience a transformative change in your wealth management practices.

Schedule a demo