Accountants: Use Financial Data To Proactively Support Business Clients
Centralize your connection to the most widely used accounting systems (Quickbooks, Xero, Freshbooks, Sage & more) to examine, generate, modify & remove data, allowing for informed decisions about your customers’ businesses in real-time & highlight opportunities for growth.
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Increased Automation
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Automated Scoring
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Faster Decisions
Faster Credit Renewals
Assess SMB & Commercial Businesses with Global Leading Financial Data
With global leading access to SMB & Commercial businesses accounting, banking, commerce/sales & payroll data in market, gain a 360-degree view of your borrowers’ financial health with insights & ratios for informed decision-making through a single API.
Cash Flow Insights
With real-time accounting data insights added to your platform, help clients quickly understand potential cash flow with scenarios, projection comparisons & cash forecasts to keep their business running smoothly.
Account Reconciliation
Compare data against accounting, sales & banking to identify potential risks & get auto-sent alerts for discrepancies.
Generate Additional Revenue
With access to business customers’ accounting, sales, banking, payroll & tax financial data, grow your operation & bill additional hours by offering clients insights on health & potential risks.
Benefits for Accountants
#1 in Accounting Integrations
Global leading access to accounting & sales integrations to give your business customers insights at a glance.
Seamless Customer Onboarding
Customers simply connect their accounts by logging in & approving permission.
Stand Out From Accountants
Expand business offerings with services like cash flow projection & scenario modeling to increase revenue.
Data Sources
Connect to the broadest coverage of data sources
Client & Partner Testimonials
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