Built for Community Banks & Credit Unions

Stop Losing Deposits to Fintechs

Your self-employed customers are switching to Found, Lili, and Relay for tools your bank doesn’t offer — yet. SoloStream gives your institution the same self-employed financial toolkit, plugged into your existing accounts. Every dollar stays with you.

No IT integration required Works with existing accounts Live on Fiserv AppMarket
SoloStream product — SMS, Tax Calculator, and Dashboard on mobile

The Complete Toolkit

Everything micro business customers need — inside your bank

The same features driving customers to fintechs like Found, now running on top of your existing account infrastructure.

Automated Tax Savings

Monitor deposits in real time and prompt customers to set aside the right percentage for taxes — via SMS, right when income hits their account.

Expense Tracking & Schedule C

Automatically categorize debit transactions into IRS Schedule C tax categories. Customers see their deductions grow and their tax liability shrink.

Business Goal Pockets

A third savings account with virtual envelopes — operating reserve, profit savings, equipment fund — so customers organize their money without leaving your bank.

Invoicing & Payment Matching

Customers create and send professional invoices. When payment arrives, SoloStream auto-matches the deposit, closes the invoice, and triggers tax savings.

Free Interactive Tool

See the self-employment opportunity in your branch footprint

SoloStates uses IRS county-level data to show you exactly how many self-employed filers — and how much deposit potential — exist around every branch in your footprint. Search your bank, explore the map, and see the opportunity for yourself.

3,143 counties mappedIRS Schedule C & SE tax data Search any FDIC bank or NCUA credit union
SoloStates interactive map showing self-employment data by county

Core Banking Integrations

Fiserv PremierLive
Fiserv DNALive
Jack HenryComing Soon

Low-Friction Implementation

Works alongside established digital channels without requiring coding or complex integration.

Deposit Growth

Attract new self-employed customers and deepen relationships with existing ones.

Competitive Differentiation

Specialized branded services for an underserved, high-value market segment.

Enhanced Customer Loyalty

Tools that address the unique financial challenges of self-employment keep customers with you.

Ready to keep your deposits?

See how SoloStream can help your bank compete with fintechs and grow self-employed deposits. Book a 20-minute demo with our team.

Schedule a Demo →

No commitment. We’ll walk through your market data live.