Wells Fargo Business Checking Integrations

Uplinq's machine-learning technology and skilled professionals keep your bookkeeping current and transform your data into actionable information - all at the push of a button. Bookkeeping, taxes, financial management solutions that don't work are a waste of time and money. Enter Uplinq. Uplinq is financial intelligence that goes beyond bookkeeping. This information is updated weekly and tailored to your needs. Our data-focused technology allows for seamless connections to the institutions and tools that you use to manage your business. It shouldn't be so easy to do everything. Our technology automatically categorizes transactions and tracks your business activity. This technology allows us to provide financial analytics on a weekly base without having to answer a constant stream of questions. Many business owners struggle with how to use their financial data. Uplinq addresses this problem head-on. Uplinq will give you a global view of all aspects of your business, updated almost in real-time.

isolved is the most-trusted HCM technology leader, providing the best combination of software and services to meet the needs of today’s People Heroes – HR, payroll, and benefits professionals. isolved People Cloud, our intelligently connected platform, automates the entire employee experience by design, so that organizations can engage, empower, and energize their talent while freeing their People Heroes to exceed their goals and grow their careers.

Claritus, a technology-driven private wealth management service, allows you to track, understand and take control your wealth from one place. Claritus believes that you should be able to see your assets and investments clearly and easily without needing a master's degree in finance. We understand that privacy and security are very important to you. That is why we adhere to the highest standards in data security and encryption. Claritus allows you to know that your data is only for your eyes with Claritus. Claritus allows you to access, track, and take full control of your portfolio from one interface. Claritus is your beacon of light in a confusing sea of apps, services and spreadsheets. It's easier than ever to get real-time data from over 17,000 global financial institutions, brokerages and other financial organizations. To automatically keep track your portfolio.

Utluna provides valuable insights into your portfolio performance and helps you to mitigate behavioral biases. Register anonymously to sync your accounts at different financial institutions in under 5 minutes. It sounds too good to be true! Try our demo account (view only; no setup required) or sign-up for a 30-day free trial (no credit card, no email required). Monitor all your financial assets without affecting their location or how liquid they are. Any asset class, including. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, including. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10 and beyond. Both bankable and nonbankable assets, listed and not-listed. Using intuitive composition, performance and risk visualizations, you can understand what drives your portfolio. You can customize tags to make your analysis fit your personal view of the world.

Provisian is a platform that makes it simple to create a financial plan, communicate financial advice and manage risk. Simulate market conditions in order to manage risk and take informed decisions. Integrate Provisian seamlessly with over 11,000 financial organizations. A comprehensive platform for collaboration with clients and tracking performance. A responsive team is at your fingertips and available wherever you are. Stay in touch with clients by using a comprehensive financial report that is designed to predict outcomes and minimize risks. This will help you make more informed decisions. Simplify client communication with a centralized platform and intuitive reporting. Create an investment strategy that is tailored to the risk profile and goals of your clients. Visualize and control assumptions that drive each projected result. Monte Carlo simulations will help you make informed financial decisions. Run thousands of simulations to determine the most likely outcomes.

Agicap automates and centralizes your cash flow, allowing you to focus on analysis and decision-making. Create your cash flow forecast, and monitor your targets. Visualize your cash flow by synchronizing bank accounts and business software. Automated, centralized and harmonized cash-management can improve overall productivity. Consolidate your data with a collaborative tool that consolidates all of your data. Cash flow can be forecasted at the entity or consolidated level. Consolidate your cash flow and monitor it from multiple banks, entities and business tools. Create automated cash forecasts to explore scenarios. Create custom dashboards for better analysis and reporting. Agicap will automatically categorize your banking transactions. Real-time monitoring of the differences between actuals and forecasts. Build a reliable prediction and make informed decisions at the appropriate time.

Manage payroll, HR, benefits and more in one place. Our latest HR tech software will simplify your operations. Enjoy streamlined processes with enhanced efficiency. Our human capital management system (HCM) makes it easy to manage employee lifecycles and perform payroll processing. With unmatched customer service, HR processes and payroll are simplified. The AllianceHCM Suite, unlike single sign-on systems that store all employee data on a single HCM platform, stores all employee information in one place. You can update all active services in real-time. Eliminate data entry or import errors when using multiple systems. You'll never have to switch platforms, or log into multiple systems again with AllianceHCM software. No more typing in information or opening multiple spreadsheets.

Coast is a financial platform that integrates digital and traditional assets seamlessly, giving users a comprehensive overview of their financial landscape. Coast allows users to see their entire financial picture on one intuitive dashboard by linking digital asset wallets, including cryptocurrencies and NFTs. The platform includes features such as goal-setting, personalized wealth strategies and access to insights. All of these are accessible on desktop, laptops, tablets, and smartphones. Coast's intuitive interface simplifies the complexity of managing mixed-assets portfolios. It empowers users to make confident decisions and achieve peace-of-mind as they navigate their journey. The platform is for individuals who want to gain clarity and control of their financial future and streamline their finances.

TransferMate is a global leader in B2B-payments technology solutions. It processes billions of international payments for some of the most trusted brands around the globe. We have attracted significant strategic investments from top banks such as ING Group N.V. and Allied Irish Bank. TransferMate's innovative payments solutions can help you save time and money, no matter if you are a bank or business. No set-up costs, no fees, and back-end integration to our global banking network. Receive receipt confirmation and same-day payments You will always receive the correct amount, without paying any wire fees. Transparency from end to end on a fully regulated network. We transfer your local currency directly into the local account of your recipient in their currency. Lock in FX rates, eliminate wire charges, and reduce admin work. Integrate TransferMate global payments directly in your workflow. Your existing users will have smarter payment options through one platform.

You must hire high-quality talent. You need to tell a story that resonates. Every company is different and every candidate expects something different from their work. We believe that both candidates and employers are looking for the same thing: the right match. Employers and candidates can build more authentic connections by getting a glimpse into your company's culture and workplace values. Our audience of next-generation talent is diverse and engaged. Millions of qualified candidates visit The Muse every year looking for the next great place to build their careers. Your company should be visible to them when they are ready to move on. Our years of experience and proprietary technology allow us to get insights directly from your employees. We can learn what your employees value most about working for you, from team traditions to core values to employee resource groups.

Our industry knowledge combined with our proprietary FPR-360 technology enables us to recover 3x more chargebacks per year than the industry average. We have access to your payment processor, sales system (CRM) and gateway so we can seamlessly integrate and analyze your chargeback data. We also maintain the highest security compliance to protect your data. Smart Chargeback Recovery and dispute analytics are our top-rated services. Our alerts, Root Cause Analyzer™, and 3D Secure technologies can help you eliminate up to 50% of chargebacks. You can identify chargeback sources in real time, which gives you more information about your buyer than any other dispute tool. Root-Cause Analyzer lets you assess 40+ data points, identify weaknesses, increase retention, and boost customer satisfaction.

Nilus is a plug and play platform that automates reconciliation, reporting and payment workflows for finance departments. With a click, streamline your financial workflows. A unified financial hub combines data from all your providers, backend systems, ERP, and other sources into one source of financial truth. This allows you to make better and faster financial decisions. All your financial and payment data is in one place. You can see in real time all cash balances, collections outstanding and chargebacks. Automated reconciliation and payment flows can help you reduce loss, catch errors and fix problems faster. You can be compliant with audit trails, event logs and point-in-time reports. Fully automated and configurable reconciliation workflows can eliminate manual errors. Real-time reporting and visibility of all reconciled financial activity, down to the transaction level.

Increase conversion by scaling your content efforts and personalizing your GTM campaigns. Personalize campaigns based on your target personas and industries. Repurpose content across your channels. Tofu can be used to create hyper-personalized or repurposed content. Publish content to your native channels with the tools that you already use. Analyze each campaign's performance to optimize and increase conversion. Scale your marketing efforts and create hyper-personalized campaigns across all channels. Tofu automatically updates and ingests information about your brand, messaging, personas and target industries. No need to use separate tools or manual labor for each channel. Tofu is the one-stop platform for your content needs. Create compelling content that resonates with your customers across all channels.

Juspay is trusted by leading companies around the world. It simplifies payment orchestration, global coverage, boosts sales, reduces fraud and delivers seamless experiences to customers. Simplify global market entry with 300+ local payment integrations that don't require any code in more than 50 countries. Integrate local payment methods within minutes, increase conversion rates, and create frictionless checkout experiences. Create a pixel perfect checkout UI without coding that balances local payments methods with your brand. Using powerful AB testing frameworks, deploy seamlessly across all platforms. Juspay's dynamic router always selects the most suitable PSP to route your transactions. Consolidate and customize settlement reports by reconciling your transactions across PSPs. Track PSP performance in different dimensions and analyze buyer conversions across the funnel. Custom reports are also available. You can build a payments stack to improve global coverage, increase conversions, reduce fraud, etc.

Taiki provides a universal API that automates the extraction of data and documents from payroll and financial providers. This solution allows users to bypass manual uploads of documents by securely connecting to various financial platforms and retrieving tax information. The API supports many documents, including 1040s and W-2s as well as 1099s and bank statements. By leveraging the built-in document processing users can specify and retrieve only the necessary fields, streamlining data retrieval. Taiki's integration abilities cover a wide range of financial institutions and services such as ADP Bank of America PayPal TurboTax and many more. This ensures that diverse user requirements are covered. The platform offers a variety of pricing models including pay-as you go and annual subscriptions per user, to meet the needs of both individuals and enterprises. Implementation is designed for speed.