Centerbase Integrations

Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services. Plaid supports a wide range of industries and financial workflows, including: Banks & credit unions, Payouts streamline disbursements, and Pay by Bank supports direct consumer-to-business payments for recurring bills, subscriptions, and eCommerce, Mortgages & lending, Government & public sector programs, Property management, Gaming, Crypto & Digital Assets, Business finances, and Wealth Management. Customers include Venmo, Robinhood, Rocket, Carvana, Affirm, Invitation Homes, and many more. Plaid is built with enterprise-grade encryption, continuous monitoring, and regulatory compliance, including PSD2 in Europe and FCA requirements in the UK. Plaid does not hold funds but enables secure data transfer and payment initiation. Plaid provides trusted infrastructure across payments, identity verification, fraud prevention, account connectivity, and open banking. With scale, security, and mobile-first design, Plaid helps businesses create seamless and secure financial experiences for millions of consumers worldwide.

Microsoft 365 for Individuals is designed to elevate personal productivity through its blend of creativity, collaboration, and AI intelligence. The suite includes industry-leading apps like Word, Excel, PowerPoint, Outlook, and OneNote, accessible across all major devices for continuous workflow. With the integration of Copilot, Microsoft’s advanced AI assistant, users can brainstorm ideas, write content, and analyze data effortlessly. OneDrive cloud storage ensures files are safe, accessible, and protected with ransomware defense. Microsoft Designer and Clipchamp bring professional-level design and video editing within reach, empowering creators to produce visually captivating content. Microsoft Defender provides enterprise-grade security, safeguarding user identities and information. The platform’s flexible plans—Personal, Family, and Premium—cater to different needs while keeping experiences consistent and user-friendly. Whether for work, study, or creativity, Microsoft 365 helps users unlock their potential with the power of AI and cloud technology.

Microsoft Outlook, part of the Microsoft 365 suite, simplifies communication and organization by bringing your email, calendar, contacts, and tasks into a single, intelligent workspace. Designed for both personal and professional use, Outlook connects seamlessly with Gmail, iCloud, and other services for effortless management of multiple accounts. The integrated Copilot AI assistant streamlines your workflow by summarizing long email chains, prioritizing messages, and even suggesting polished replies. With shared calendars, to-do lists, and scheduling insights, Outlook makes managing work-life balance easier than ever. The platform’s cross-device syncing ensures that your inbox, meetings, and files stay updated on Windows, macOS, iOS, Android, and the web. Outlook’s built-in security protects against phishing, spam, and data breaches while offering encrypted email options for sensitive communication. Users can customize their experience with themes, rules, and add-ons, including apps like Power BI and Adobe Acrobat. Whether for individual productivity or enterprise collaboration, Outlook delivers a unified, secure, and intelligent communication hub.

Microsoft Word, part of the Microsoft 365 suite, combines decades of trusted word processing innovation with the latest advancements in AI-powered writing assistance. With Copilot, users can instantly generate outlines, summarize long documents, or refine tone and structure through conversational prompts. The intelligent Editor tool enhances writing by checking grammar, clarity, conciseness, and inclusiveness, helping you communicate more effectively. Word’s cloud-first design allows seamless collaboration, enabling multiple people to edit, comment, and share feedback in real time across devices. Integrated OneDrive storage keeps all your files secure and accessible from anywhere, while Microsoft Defender protects your work from cyber threats. Word also supports rich formatting, dictation, voice commands, and thousands of professional templates to help users create standout documents. Available through Microsoft 365 Personal, Family, and Premium plans, users can unlock advanced features, including Copilot refinements and AI-generated content. Whether you’re a student, professional, or enterprise team, Word offers the tools to write better, faster, and smarter.

Microsoft Excel, part of Microsoft 365, transforms the way individuals and organizations work with data. It’s a powerful platform for creating dynamic spreadsheets, conducting financial analysis, and uncovering insights through AI-enhanced tools. The new Copilot in Excel uses natural language prompts to generate formulas, analyze trends, and even automate complex data modeling—no coding required. Excel’s integration with Python allows professionals to perform advanced analytics directly within their spreadsheets, bridging the gap between data science and everyday productivity. With PivotTables, charts, and conditional formatting, users can visualize data patterns and make data-driven decisions with confidence. Cloud-based real-time collaboration makes teamwork seamless, letting multiple people coauthor spreadsheets simultaneously from anywhere. Excel’s security, supported by OneDrive and Microsoft Defender, ensures your data remains protected and recoverable. Whether for budgeting, forecasting, or business intelligence, Excel remains the trusted tool for clarity, collaboration, and confidence in every calculation.

8am LawPay's online payment system has been trusted by law firms for more than a decade. It allows them to get paid faster, more securely, 39% faster, and more easily, than ever before. LawPay will ensure that your firm accepts payments in accordance with the ABA and IOLTA guidelines. LawPay's online payment system is easy to use and was created for lawyers. Your IOLTA is not allowed to debit any time or for any reason. LawPay is the online payment processor that has more experience in helping lawyers than any other. ClientCredit allows you to offer your clients one the most popular payment options today. They can adopt automatic payment plans and you get paid 100% upfront. Card Vault from LawPay allows you to securely store the preferred payment methods of your clients and make charges to your trust account or operating account without having to add to your PCI requirements.

Revolutionizing the way professionals operate, the integration of artificial intelligence with robust security measures and risk management enhances document and email administration. The iManage Cloud features contemporary cloud infrastructure tailored specifically for the distinct requirements of managing professional work products. It enables users to perform efficiently regardless of bandwidth availability, including offline scenarios. With an emphasis on large file handling, iManage Cloud ensures a seamless user experience while maintaining high security and comprehensive backups across a global network of data centers. Additionally, its established deployment strategies, subscription-based pricing, and quick onboarding processes significantly boost organizational agility and responsiveness in a fast-paced environment. This innovative solution positions teams to adapt swiftly to changing demands and optimize their workflows effectively.

Streamline the process of document reviews by allowing every member of your team to easily preview, annotate, share, and markup documents in real-time, eliminating the need for emails or downloads. This method ensures that all feedback, comments, and discussions remain centralized within your secure NetDocuments environment, preventing any disruption to your workflow. With the use of Margin Notes, content edits can be communicated swiftly and feedback can be referenced effortlessly. Team members can conveniently add comments directly from the preview window, promoting seamless collaboration without the need to download or open the document itself. This approach allows for real-time cooperation and discussion surrounding the document, while avoiding direct edits within it, thereby eliminating the hassles associated with waiting for a colleague to check a document back in or creating unnecessary duplicate versions that may miss important edits. Overall, this system enhances productivity by keeping the review process organized and efficient.

LawToolBox is a centralized solution for managing deadlines and matters. It automatically updates court rules when they change, calculates any deadlines that you need, and then syncs them to your calendar. LawToolBox automates rules-based scheduling for 50 states. It calculates all deadlines and syncs them to you calendar in seconds. Automatic updates prevent missed deadlines when court rules change. Lawyers can reduce the risk of malpractice and avoid stress caused by missing deadlines.