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features
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support

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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 Automate your entire underwriting process to eliminate slow, outdated bank account verification methods.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

We simplify the process of engaging with your business customers' financial information. Begin deploying tools designed to assess credit risk, automate financial accounting, and conduct thorough analytics. Ensure seamless reconciliation and keep your business customers' payables and receivables data in sync. With automated accounting reconciliation, you can also dynamically adjust credit limits by having read and write access to both accounting and payment data. Enhance your credit underwriting processes by utilizing precise and consistent data. Gain visibility into all customers and vendors, along with their respective invoices, bills, and payments, across any accounting system. Our priority is to uphold the highest standards of privacy, security, and compliance to protect both your and your customers’ sensitive information, ensuring a trustworthy environment for all financial transactions. Ultimately, our goal is to empower your business with tools that foster growth and efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Cloudsquare Lend
Conga Billing
Docusign
Microsoft Dynamics 365 Business Central
MuleSoft Anypoint Platform
NetSuite
Odoo
Plaid
QuickBooks Online
Sage Accounting
Salesforce
Tally Shoper 9
Wave Accounting
Xero
Zoho Books

Integrations

Cloudsquare Lend
Conga Billing
Docusign
Microsoft Dynamics 365 Business Central
MuleSoft Anypoint Platform
NetSuite
Odoo
Plaid
QuickBooks Online
Sage Accounting
Salesforce
Tally Shoper 9
Wave Accounting
Xero
Zoho Books

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$5 per month
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

Integration Labs

Founded

2022

Country

India

Website

www.integrationlabs.co

Product Features

Alternatives

Alternatives