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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 Automate your entire underwriting process to eliminate slow, outdated bank account verification methods.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
API Access
Has API
Integrations
Cloudsquare Lend
Conga Billing
Docusign
MuleSoft Anypoint Platform
Plaid
SAP Cloud Platform
Salesforce
Integrations
Cloudsquare Lend
Conga Billing
Docusign
MuleSoft Anypoint Platform
Plaid
SAP Cloud Platform
Salesforce
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
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
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
