Streamlining vendor payments with Brex
The Tera Difference
User experience, integrations, fees
San Francisco, CA
Clearstep is a patient triage platform that helps health systems meet the demands of the modern consumer by diagnosing symptoms, scheduling appointments, estimating insurance costs, and routing customers to the appropriate health professionals.
While scaling to meet the growing demand for telehealth solutions, Clearstep needed to uplevel its financial services partner as well. As it explored new banking options, founder and CTO David Zbarsky recalls the company’s ill-fated transition to funding its SVB account. “The process was a nightmare, to be honest,” he remembers. SVB requested a series of documents from the company, even after Clearstep had already closed its account and switched over to Brex.
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