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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Cashfree is a B2B payment platform that allows businesses to collect and disburse payments using its suite of solutions, including: - Payment Gateway that offers advanced features such as Instant Refunds, Instant Settlements, and Card Pre-authorization. API Banking platform – Payouts used for bulk disbursals such as vendor payments, delivery partner payments and salary disbursals. Other options include UPI Stack, Marketplace Settlements, and Refunds Suite.

Description

Access real-time banking data for verification purposes and enhance your credit decision-making with the user-friendly interface of Cloudsquare BankLink. This risk analysis tool seamlessly connects Salesforce with Plaid, a highly secure and customer-centric financial account verification platform. Conduct cash flow analyses with ease and make quicker, more informed credit decisions. Automate your entire underwriting process to eliminate slow, outdated bank account verification methods. Instead, offer merchants a straightforward and secure means of sharing sensitive banking information. By linking to Plaid's products for transactions and balances, Cloudsquare BankLink provides immediate access to borrower data, helping you assess their loan repayment capabilities. Moreover, in addition to financial transactions and balances, Cloudsquare BankLink also integrates identity and asset information directly into your Salesforce CRM, offering a comprehensive view of each borrower’s financial situation. This advanced integration not only streamlines the verification process but also enhances overall efficiency in managing financial assessments.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Cloudsquare Lend
Conga Billing
Corefy
Enalo
Etable Restro Manager
Gallabox
GetVantage
KONDESK
Klub
Kosh.ai
Meritto
O2VEND
Quickwork
Salesforce
SimplCommerce
Tiniva
Typof
VasyERP
Velocity
ZenBasket

Integrations

Cloudsquare Lend
Conga Billing
Corefy
Enalo
Etable Restro Manager
Gallabox
GetVantage
KONDESK
Klub
Kosh.ai
Meritto
O2VEND
Quickwork
Salesforce
SimplCommerce
Tiniva
Typof
VasyERP
Velocity
ZenBasket

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cashfree Payments

Country

India

Website

www.cashfree.com

Vendor Details

Company Name

Cloudsquare

Founded

2018

Country

United States

Website

cloudsquare.io/salesforce-products/cs-banklink-app/

Product Features

Payment Gateways

ACH / eCheck support
Buyer Authentication
Credit / Debit Support
Customer Information Storage
Fraud Prevention
Invoicing
Multi-Currency
PCI Compliance
Point-of-Sale (POS)
Recurring Billing / Subscriptions
Reporting / Analytics

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Product Features

Alternatives

Alternatives