Automate Account Inquiries & Balance Checks
Pod provides customers with instant access to account balances, transaction history, and account status by phone, reducing call volume and freeing your team from routine requests.
Demo Video
Demo Video
Connect to Your Core Banking & CRM Systems
Pod integrates with core banking, CRM, and digital banking platforms—automating account inquiries and syncing data across your entire tech stack.
Find the software you use
Airtable
Buffer
Cal.com
Calendly
Close
Cognito Forms
Customer.io
Docusign
Eventbrite
Gmail
Google Ads
Google Analytics 4
Google BigQuery
Google Calendar
Google Contacts
Google Docs
Google Drive
Google Forms
Google Sheets
Granola
HubSpot
Jotform
LinkedIn Ads
LinkedIn Conversions
Mailchimp
Microsoft Excel
Microsoft Office 365
Microsoft Outlook
Motion
MySQL
Notion
PayPal
Pipedrive
SEMrush
SQL Server
Salesforce
SendGrid
Square
Stripe
Tally
Telegram
Telnyx
Textline
Trello
Twilio
Typeform
WooCommerce
Zendesk
Zoho CRM
Zoho Recruit
Airtable
Buffer
Cal.com
Calendly
Close
Cognito Forms
Customer.io
Docusign
Eventbrite
Gmail
Google Ads
Google Analytics 4
Google BigQuery
Google Calendar
Google Contacts
Google Docs
Google Drive
Google Forms
Google Sheets
Granola
HubSpot
Jotform
LinkedIn Ads
LinkedIn Conversions
Mailchimp
Microsoft Excel
Microsoft Office 365
Microsoft Outlook
Motion
MySQL
Notion
PayPal
Pipedrive
SEMrush
SQL Server
Salesforce
SendGrid
Square
Stripe
Tally
Telegram
Telnyx
Textline
Trello
Twilio
Typeform
WooCommerce
Zendesk
Zoho CRM
Zoho Recruit
Need a custom integration built? Let us handle it for you today.
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Instant Account Balances by Phone
Customers can check their account balances anytime by calling, no wait times, no hold music, and no need to log in. Pod verifies identity and delivers secure, real-time answers automatically.
Access Transaction History Instantly
Pod provides recent transaction details, deposits, withdrawals, and more—helping customers track their finances or spot fraud fast, with zero staff involvement.
Check Account Status & Alerts
Pod answers questions about account status, holds, and alerts—informing customers about changes or issues immediately, before they call your branch.
AI-Powered Account Inquiry Automation
Pod’s AI verifies identity, provides real-time balances, shares transaction history, and answers status questions—so your staff can focus on high-value customer needs.
Automated account balance checks
Customers securely access their current balance by phone, day or night.
Transaction history access
Provide recent transactions, deposits, withdrawals, or statement info instantly.
Account status & alerts
Notify customers about account holds, status changes, or important alerts automatically.
Secure customer authentication
Pod verifies identity with PINs, account info, or multi-factor before sharing sensitive details.