Simply input a few pieces of information, check the boxes of what you need, and click submit. Users receive secure credentials that allow them to select and connect to their bank account.
Easily retrieve a consolidated summary from the user’s bank with account balances, transaction history, and account holder identity information.
Review clean transaction data that includes category, location, and merchant name. Data is standardized across institutions, making it easy to read.
Gain insight into a user’s investment accounts, including account balances, holdings, and transactions that create a change in a holding.
Protect against overdraft and NSF fees by having visibility into available funds before you make transfers.
Enable pre-funding of accounts with immediate insight into borrower’s balances.
Yes, we offer 30 risk free trials.
Auth, Transactions, Assets, Balance, Investments, Income
Up to 2 Years of Categorized data
Yes. The application can be customized to meet your requirements.
Yes, Emails can have Logos and Content based on branding
Yes, our expert will help you with full automation.
Yes, Real-time as well as historical balances
Find us on Salesforce’s AppExchange.
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