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Your dashboard is the central hub for your Karat account. When you log in, you’ll see an overview of:
  • Your Checking account
  • Your Automated Tax Planning (ATP) account (if enabled)
  • Recent money in and out
  • Active cards
  • Credit summary (if approved for the Karat Card)
  • Any required actions or alerts
From the left navigation, you can access:
View balances, account details, statements, tax savings, referrals, and Banking Cards.
Send money and manage payouts.
Create / send invoices manage recipients.
View financial reports, categorize transactions, and export statements.
Manage your Karat Card, including transactions, statements, cardholders, and rewards.
Access partner benefits and savings.
Manage account details, team access, alerts, connections, and your subscription.
Most actions (issuing a card, sending money, reviewing transactions, or downloading reports) can be completed in just a few clicks. Karat is a financial technology company, not a bank. Banking services provided by Grasshopper Bank, N.A., Member FDIC. The Karat Visa® Business Credit Card is issued by Cross River Bank, Member FDIC, and pursuant to a license from Visa️ USA.