Average Ratings 0 Ratings
Average Ratings 0 Ratings
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 Automate your entire underwriting process to eliminate slow, outdated bank account verification methods.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.
Description
FinLync applications are designed for ease of use, allowing seamless access to all your banking APIs, which helps save time while consistently synchronizing data for immediate retrieval and analysis. The speed of real-time connectivity ensures that you can access the necessary information on your terms, rather than relying on your banks' timelines. As an ERP-native solution, FinLync automatically utilizes your established authorizations and permissions, enhancing security while alleviating the burden on your IT department. With its multi-bank APIs, FinLync serves as a singular solution for numerous banks, delivering instant, real-time access to your complete banking data whenever you require it. Say goodbye to tedious copy-pasting; FinLync fully integrates your banking information into your ERP, streamlining data analysis and reducing the time spent on data preparation. Implementation is swift, taking only weeks, as FinLync apps are built to seamlessly fit into your current system of record, inheriting all the permissions and user structures you have already set up. This level of integration not only simplifies the process but also significantly enhances the efficiency of data management across your organization.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Cloudsquare Lend
Yes
Conga Billing
Yes
Docusign
Yes
MuleSoft Anypoint Platform
Yes
Plaid
Yes
SAP Cloud Platform
No
Salesforce
Yes
Integrations
Cloudsquare Lend
No
Conga Billing
No
Docusign
No
MuleSoft Anypoint Platform
No
Plaid
No
SAP Cloud Platform
Yes
Salesforce
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Cloudsquare
Founded
2018
Country
United States
Website
cloudsquare.io/salesforce-products/cs-banklink-app/
Vendor Details
Company Name
FinLync
Country
United States
Website
www.finlync.com
Product Features
Product Features
Financial Management
Budgeting & Forecasting
No
Cash Management
Yes
Consolidation / Roll-Up
No
Currency Management
No
Financial Reporting
Yes
Investment Management
No
Project Management
No
Revenue Recognition
No
Risk Management
No
Tax Management
No