Products

APIs

Accounting & Finance

This engine ensures that all financial data is accurately, securely and reliably transmitted, providing a seamless integration process for both institutions and SMBs.

Open Banking

Verify statement data and get a financial history to understand the income and expenses of a business. Understand income and spending patterns, stay alert to financial risks and fraud.

Payroll

An employer permissioned Payroll API allows access to all employee payroll data to enable you to automate processes related to payroll runs.

Sales & Commerce

Gain access to nuanced data points that traditional financial statements might not reveal, such as real-time sales data, inventory turnover rates, or customer purchase trends.

Data & Insights

This product presents granular insights into customer behaviors, transaction patterns, interaction histories, and more, enabling you to truly understand your customers’ needs, preferences, and potential risks.

Customer Portal

Our brandable customer portal serves as a powerful tool for data collection from diverse sources. It also facilitates easy data display through visualization tools offering insights at a glance while encouraging good financial behaviors.

Embedded

With a few API calls and lines of JavaScript, your development team will accelerate your time to market for business customer insights while still maintaining control over your operations or decision-making process.

Engage

Retain and engage your business customers with real-time personalized insights which drive action. You’ll understand your customer’s financial health before the competition and your customers will love seeing offers that help them grow.

Transmute

This innovative tool is adept at converting PDF documents containing payroll reports, bank statements, and accountant prepared financial statements such as balance sheets and income statements into structured Excel files.