TurnKey Lender Integrations

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline

The new standard for online payments. Stripe is the best platform to run an internet business. For forward-thinking businesses all over the globe, we handle billions of dollars annually. Stripe creates the most flexible and powerful tools for internet commerce. Whether you’re creating a subscription service, an on-demand marketplace, an e-commerce store, or a crowdfunding platform, Stripe’s meticulously designed APIs and unmatched functionality help you create the best possible product for your users. Stripe is helping millions of innovative technology companies scale faster and more efficiently than ever before. We believe that payments is a problem rooted in code and not finance. We are obsessed with finding elegant, modular abstractions that allow for robust, scalable and flexible integrations. Stripe is easy to use because we remove unnecessary complexity and extraneous detail.

Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

Link your applications and streamline your processes with ease. Designed for those with busy schedules, Zapier automates the transfer of information between your web applications, allowing you to concentrate on what matters most. With just a few clicks, you can connect your online tools so they can exchange data effortlessly. Information flows between your applications through automated workflows known as Zaps. Accelerate your projects and enhance productivity without the need for programming skills. Explore how Zapier democratizes automation for everyone. Continue using the tools you love while benefiting from the extensive connectivity Zapier offers, as it integrates with more web applications than any other service and continually adds new ones weekly. Our platform works seamlessly with popular applications like Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, and many more! The intuitive editor is designed for self-service automation, enabling you to establish Zaps without needing a developer's assistance. Leverage Zapier’s built-in tools to craft robust workflows without relying on additional services. Over 3 million users trust Zapier to handle their repetitive tasks efficiently. Furthermore, Zapier Agents empower businesses to automate real-world operations by developing custom AI-driven teammates, enhancing both productivity and innovation. In this way, Zapier not only simplifies automation but also expands the horizons of what teams can achieve together.

ActiveCampaign is the platform of choice for intelligent marketing automation. ActiveCampaign is trusted by customers in over 170 countries to power their personalized marketing, transactional email, and one-to-1 CRM interactions. ActiveCampaign has the highest customer satisfaction rating in Marketing Automation, E-Commerce Personalization and Landing Page Builders on G2.com. It is also one of a few software solutions that have over 10,000 positive reviews. ActiveCampaign was also named the Top Rated E-Mail Marketing Software by TrustRadius. ActiveCampaignoffers a free trial.

PayPal is trusted by 9 million merchants to help them establish, operate, and expand their businesses. With an array of tools, products, financing options, and dedicated support, you can effectively manage essential tasks such as payment processing, website development, shipping, and marketing. Additionally, we offer business loans* that enable you to obtain funding that supports both startup initiatives and ongoing growth. You can receive payments both online and in-person, whether through online invoicing, customized checkouts for your website, or mobile card readers for transactions on the move. Choose from various products and services crafted to streamline your daily operations, including features for tracking payments and printing shipping labels. In addition, discover our merchant lending solutions that facilitate quick access to necessary funds for your business, while also providing your customers with financing options that allow them to pay over time, ensuring you receive your payment upfront. Our goal is to empower your business every step of the way, making it easier to focus on what truly matters: growth and customer satisfaction.

Excel adapts to your habits, streamlining your data management to enhance efficiency. You can effortlessly generate spreadsheets using either templates or your own designs while applying advanced formulas for calculations. Additionally, the updated charts and graphs allow for engaging presentations of your data, complemented by formatting options, sparklines, and tables that facilitate deeper insights. With just a click, you can easily create forecasts to anticipate future trends. Collaborating with others is simple, ensuring you always work from the most current version of your workbook for real-time updates that expedite productivity. With Office 365, you can access your Excel files seamlessly across mobile, desktop, and web platforms. A remarkable new feature enables you to input data into Excel directly from a photograph; simply capture an image of a printed data table using your Android or iPhone, and the app will convert it into a fully editable table. This innovative image recognition capability removes the tedious task of manual data entry from hardcopy sources, making data entry faster and more convenient. Furthermore, this feature enhances your ability to leverage existing paper documents effectively within your digital workflows.

Partner with the email service trusted by developers and marketers for time-savings, scalability, and delivery expertise. The Twilio SendGrid Email API and proprietary Mail Transfer Agent (MTA), intuitive console, powerful features, and email experts make it easy to ensure all your email gets delivered in seconds and without interruption. Whether you’re sending 100 emails or 100 billion, SendGrid is built to scale, while maximizing inbox placement and protecting your reputation as a trusted sender. Monitor engagement data and optimize deliverability with our Deliverability Insights dashboard. Integrate with our RESTful APIs and SMTP in minutes, with sample code libraries available in 7 languages, interactive docs, templates, and more.

SignNow is an electronic signature from airSlate that allows business to be conducted anywhere and anytime on any device. SignNow is the best solution for SBMs and mid-markets thanks to its intuitive interface, transparent pricing, flexible configuration, and ease of API integration. Sign documents online. Generate agreements, negotiate contracts and accept payments using legally-binding electronic signatures. The airSlate SignNow intuitive interface allows users to create an airSlate SignNow account, upload documents, eSign and send them for signing within minutes. No training or downloads are required. Renewing your subscription can be expensive. You only pay for the services you use with airSlate SignNow. There are no hidden fees for extra templates or sends. Improve team collaboration and close deals faster, in person or remotely. Get complete visibility of the document signing process with advanced functionality tailored to meet your needs.

Enhance and accelerate your workflows with Acrobat Sign, the exclusive e-signature solution that combines the robust capabilities of Adobe Acrobat into one comprehensive tool. You can access and sign Acrobat PDF documents effortlessly from any location, utilizing either your mobile device or desktop. Your recipients enjoy a seamless signing experience with no need for downloads or sign-ups, making the process quick and efficient. Furthermore, easily scan and upload PDFs with the free Adobe Scan mobile application available on your device. Join the ranks of over 500,000 organizations that are enhancing customer interactions through the powerful features of electronic signature software and Acrobat PDF functionalities. Adobe simplifies the process of creating, editing, collaborating, e-signing, and sharing PDFs across all devices. You can select from various scalable document signing solutions tailored to your specific business requirements, whether you need PDF document management or not. Notably, Acrobat Sign is recognized as Microsoft's preferred e-signature solution, integrating seamlessly with the extensive suite of Microsoft applications, allowing you to send and sign PDFs directly within your current workspace. This integration significantly boosts productivity and streamlines document workflows for users.

Enhance your oversight of finances, inventory, and operations using Dynamics GP, an all-encompassing business management solution tailored for small to medium-sized enterprises that extends beyond mere accounting functions. This adaptable and customizable software allows for rapid implementation and is structured to evolve alongside your business. You can effectively oversee your cash flow, assets, and banking activities. Additionally, it enables you to monitor and manage production, inventory levels, orders, returns, and vendor relationships seamlessly. Stay organized by managing your contacts, sales prospects, and service agreements efficiently. Furthermore, you can recruit, educate, and compensate your employees through comprehensive profiles and evaluation tools. With real-time visibility and analytics, you can assess performance accurately and make informed decisions to drive your business forward while ensuring you stay ahead of the competition.

Streamlining repeat business is essential, and having a card on file significantly enhances the checkout process for returning customers, allowing them to complete purchases with minimal clicks rather than re-entering their payment details. Additionally, by securely storing payment information on our servers, your security risks are minimized. With customers shopping in various ways—whether in-person, online, or via mobile devices—we provide solutions that adapt to the changing landscape of payments. Authorize.net allows you to process transactions in any manner that suits your business needs, whether online, through a mobile application, or via manual entry. We simplify credit card acceptance and ensure that you receive your payments seamlessly. It’s really that straightforward. Explore our array of integration partners to discover the optimal solution tailored for your business. Moreover, you can easily integrate a single-click payment button, making it ideal for donation forms or similar applications. This flexibility allows you to cater to a wider audience, enhancing your overall service offering.

Cognota's LearnOps®, platform allows you to manage all aspects of learning and development operations from one place. You get data as your team works together, which empowers you to make better decisions and use resources more effectively. Standardize and centralize the training intake process to capture and report on training needs across the business. You can easily view the status of your projects and drag them through different stages to see what your team is doing. You can ensure that projects meet deadlines by understanding who is free to take on more and who needs a reduced task burden because they are over-capacity. Collaborate with stakeholders and SME's in one location to find learning solutions. Storyboards can be linked to your planning board and requests. You can easily view metrics to track progress and monitor activities. This will allow you to make informed decisions and prioritize your tasks. Connect Cognota to your LMS or other tools.

At VoPay, we help software companies scale faster and unlock new revenue by embedding secure, compliant financial services into their core platforms. Our Fintech-as-a-Service platform enables businesses to manage payments, automate money movement, and integrate powerful fintech products, without the need to build complex infrastructure from scratch. VoPay’s platform provides the flexibility, control, and tools businesses need to grow and thrive. Whether you're managing high transaction volumes or looking to enter new markets, VoPay provides scalable infrastructure to support your growth and deliver value to your users. Additionally, our platform integrates seamlessly with your SaaS solution through a single API, making it easy to offer embedded payments, compliance, and financial orchestration. This is particularly beneficial for SaaS platforms, as it allows you to expand without worrying about the complexities of financial infrastructure

Equip your business with essential tools to enhance efficiency and gain valuable insights for growth, all available through QuickBooks Online Advanced. Access the critical data you require with reports that are not only customizable but also ready for presentation, while ensuring that your spreadsheets are synchronized for precise business information and tailored insights. Reduce the burden of manual tasks by effortlessly importing and dispatching numerous invoices and expenses simultaneously, and streamline the process of entering and modifying multiple bills and checks within a few simple steps. We prioritize your security by safeguarding your financial details with advanced encryption and robust protective measures. Personalize your workflow by selecting from a range of seamless app integrations specifically designed for QuickBooks Online Advanced, and enhance its capabilities by connecting with top-tier applications like DocuSign, Bill.com, HubSpot, and Salesforce, among others. With these features, you can significantly improve your business operations and drive success more effectively.