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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 Automate your entire underwriting process to eliminate slow, outdated bank account verification methods.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
The Grant Manager is frequently utilized as a supplementary accounting tool. Similar to how a person maintains a checkbook registry to periodically reconcile their balance with bank statements, university departments also maintain their own "checkbook registers" to ensure that their accounts are accurately managed by the central accounting division of their institution. However, the intricacies involved in university accounting make it significantly more challenging compared to reconciling a personal checking account, resulting in numerous potential errors within the central accounting department. For instance, discrepancies in overhead and fringe calculations can occur on specific transactions, incorrect accounts might be charged for certain salaries or purchases, and credits or transfers may not reach their intended destinations. The Grant Manager offers both accountants and Principal Investigators an immediate, real-time, and precise overview of expenditures, transfers, credits, and account balances associated with a specific account or grant, thereby enhancing financial oversight. This tool ultimately aids in reducing the likelihood of errors and ensures more reliable financial management within the complex university accounting landscape.
API Access
Has API
API Access
Has API
Integrations
Cloudsquare Lend
Conga Billing
Docusign
Microsoft Excel
MuleSoft Anypoint Platform
Plaid
Salesforce
Integrations
Cloudsquare Lend
Conga Billing
Docusign
Microsoft Excel
MuleSoft Anypoint Platform
Plaid
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
Northern Lights Software
Founded
1992
Country
United States
Website
www.northernlightssoftware.com/grantmanager
Product Features
Product Features
Grant Management
Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration
