Embedded
With a few API calls and a few 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.
Data is only accessible to authorized individuals, ensuring control and protecting sensitive information. You can embed any of our pre-built charts or customize your own.
Embedded Charts and Metrics
Our platform provides developers with the robust functionality to embed interactive charts and metrics into your applications using JavaScript. This feature allows seamless integration of dynamic, real-time data visualization into any application, facilitating a comprehensive understanding of your business customers.
Each chart and metric can be tailored to fit your unique needs, offering a variety of customization options including color scheme, font, and size. The types of charts available for embedding include line charts, bar graphs, pie charts, scatter plots, and more. These charts are not only visually appealing but are also designed to handle large volumes of data without compromising performance.
The embedded charts are interactive, enabling users to zoom in for detailed views, hover over data points for specific value indicators, and even click-through to access detailed reports. All of these actions can be performed within your application, providing a seamless user experience.
As for metrics, our system allows you to track essential KPIs and other critical data, such as financial ratios, account balances, and sales performance. These metrics can be embedded as dynamic counters or gauges that update in real-time as the underlying data changes. Just like our charts, these metrics are customizable and interactive.
The process of embedding these charts and metrics is straightforward. With a few lines of JavaScript code, you can retrieve the necessary data from our servers, and the chart or metric will be rendered in your application. Our comprehensive API documentation provides detailed instructions and examples to help guide you through this process.
Our embedded charts and metrics offer a powerful way for developers to bring financial data to life within their applications, providing users with an interactive and intuitive interface for data exploration.
Embedded Forms
Our platform also offers the ability to embed customizable forms directly within your application. This feature is designed to save valuable developer time and simplify content management. With embedded forms, there’s no need to write complex code to build form structures or manage field validation. You can focus on what matters most, your application’s core functionality.
Each form is fully customizable and can be easily configured according to your specific needs. Whether you need a form for onboarding, data collection, or monitoring, you can design it using our intuitive form builder. You can add fields, set data validation rules, and style the forms to match your application’s look and feel. This is all done through a straightforward, user-friendly interface which doesn’t require advanced coding skills.
Moreover, managing the fields within these forms is a breeze. Our platform allows you to add, remove, or modify form fields dynamically without the need for a developer. This means you can adjust the forms based on the changing needs of your business or feedback from your users. The changes will be reflected in your application in real-time, ensuring a seamless user experience.
The embedded forms are also designed to be responsive, ensuring they look great on any device. They are also highly secure, with in-built protection against common web threats.
Our embedded forms are more than just a time-saving tool for developers. They are a versatile feature that gives you complete control over data collection within your application, while also significantly enhancing the user experience.
FAQ
Will businesses share their financial data?
Businesses are increasingly recognizing the value of sharing their data in exchange for superior financial services and advice. By providing access to their financial and commercial data, they enable service providers to gain a comprehensive understanding of their financial health. This detailed insight facilitates tailored advice, precise forecasting, and improved financial outcomes for the business while driving growth and profitability for the service provider.
How reliable are the data connections?
Our token-based API connections offer a reliable and superior experience by ensuring secure, real-time, and consistent access to data, which is a marked improvement over older screen scraping technology known for its inefficiency and vulnerability to errors.
What if my customer isn't using an app to manage their business?
Our platform also accommodates less technically savvy customers by allowing the upload of financial documents such as PDFs of financial statements and bank transactions. Our advanced parsing technology extracts and structures data from these documents, transforming raw data into actionable insights.
This means even if your customer isn't using an app to manage their business, you can still gain a comprehensive understanding of their financial status and provide a tailored service. This inclusive feature ensures that you can serve a wider range of customers, enhancing the adaptability and effectiveness of your services.
Why not just build what we need ourselves?
Drawing from our extensive experience, we understand the significant work and complexity involved in managing diverse data models and handling edge cases, and with our ongoing commitment to enhancing and maintaining our software, we alleviate these challenges, enabling you to focus on your core business tasks.