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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

It's the easiest way to connect your app to banks, payment gateways, or financial data in just minutes. Syncfy provides a variety of high-value, easy-to-implement functions that can be integrated with existing solutions or developed new ones. You can get seamless financial data feeds in a single, simple-to-use JSON format. Link to government institutions to automatically pull up e-invoices issued and received. You can also obtain monthly and year-end fiscal reports. One of our certified providers can create and stamp bulk invoices following all tax authority requirements. Securely and instantly verify your identity and financial credentials. Based on transactional data, offer fraud prevention and detention solutions. You can quickly get a complete picture of the financial status of your applicants and verify their income to make sound lending decisions.

Description

Quickly grasp a company's challenges, requirements, and comprehensive financial background to play a crucial role in shaping their future. Access essential metrics from top financial applications using tools designed to track trends and assess the performance of business clients in real-time. The integration and automated analysis streamline the identification of both opportunities and challenges, enhancing banks’ capacity to provide unmatched personalized service. The cumbersome application processes and data-sharing hurdles that burden small to mid-sized businesses (SMBs) have been transformed into a swift and seamless experience. Generate highly tailored sales proposals based on the latest insights into the challenges and prospects facing businesses. With a clear and comprehensive view of their clients' financial histories, banks are better positioned to assist them in making informed decisions that will benefit them in the long run. By leveraging these insights, banks not only foster stronger relationships but also drive greater business success for their clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Allegro
Amazon
BigCommerce
ClickSend
Exact
Expensify
Facebook Messenger
FreshBooks
Insightly
Mailchimp
Microsoft Dynamics 365
Odoo
PayPal
QuickBooks Online
SendGrid
SendPulse
Shopify
Squarespace
Xero
Zoho CRM

Integrations

Allegro
Amazon
BigCommerce
ClickSend
Exact
Expensify
Facebook Messenger
FreshBooks
Insightly
Mailchimp
Microsoft Dynamics 365
Odoo
PayPal
QuickBooks Online
SendGrid
SendPulse
Shopify
Squarespace
Xero
Zoho CRM

Pricing Details

$65 per month
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

Syncfy

Founded

2016

Country

United States

Website

www.paybook.com/w/en/sync/site/home

Vendor Details

Company Name

upSWOT

Founded

2019

Country

United States

Website

upswot.com

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