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Average Ratings 0 Ratings

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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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BigCommerce No 
Expensify No 
Fortnox No 
FreshBooks No 
Google Analytics No 
Insightly No 
Mailchimp No 
Matomo No 
Microsoft Dynamics 365 No 
PayPal No 
QuickBooks Desktop Pro No 
QuickBooks Online No 
SAP HANA No 
Sage 50 No 
SendPulse No 
Stripe No 
Traverse No 
TurboCASH No 
WooCommerce No 
eBay No 

Integrations

BigCommerce Yes 
Expensify Yes 
Fortnox Yes 
FreshBooks Yes 
Google Analytics Yes 
Insightly Yes 
Mailchimp Yes 
Matomo Yes 
Microsoft Dynamics 365 Yes 
PayPal Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Online Yes 
SAP HANA Yes 
Sage 50 Yes 
SendPulse Yes 
Stripe Yes 
Traverse Yes 
TurboCASH Yes 
WooCommerce Yes 
eBay Yes 

Pricing Details

$65 per month
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

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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