For example, bank accounts we control and specific investor capital accounts are all tracked in this same software.For our investor reports, each month we download spreadsheets, write a narrative for the month's performance and then export it all to a PDF.

They have an app, scan your mail, forward mail, and will even deposit checks (forward/mail to your bank).

What bank are you looking into?

We want to avoid letting money just sit in the bank account when we know we could be making it work for us.

Sigh - the first failed deal was stamped with #4  :-/

A lot of them didn't want to listen to sound advice from me, the person they hired, and projects went left and failed. 

Do you feel this is controllable or that it's mostly up to chance who succeeds and who fails? 

Because interest rates are high right now it probably doesn’t make sense to pull extra cash just to stick it in a bank account.

First, when calling banks target the smallest most community based banks you can first.

A very large percentage of people contacting me from CL fail to show up to look at the unit.