Speed and accuracy your customers will love

Cloud-based accounting extraction trusted by some of the biggest names in FS and audit. Digitize the customer journey, making it quick and easy for customers to share financial data directly from their accounting software.

Quicker lending decisions and time to cash. Remove need for manual collection, interpretation, and re-keying of financial data – supporting the transformation agenda. Increased loan conversion rates. Stay connected to monitor ongoing risk – financials can be automatically refreshed at a chosen cadence.

Overview

Capacity Creation

75% improvement in efficiency allowing lenders to focus on their customers and expand relationships

Reduce Data Costs

52% savings on cost to retrieve data for better decisions

Increase Conversion Rates

18% increase in loan conversion rates because data is accurate and readily available

Features

Connect

Your customer connects their accounts in a few simple steps.

Standardize

In minutes, all transaction level data is standardized and available to use.

Deploy

The decision data you need is deployed via API directly into your systems.

Resources

Barclays Case Study
Changing the Value
Open Accounting APIs

ESG & Enterprise Readiness Assessment Scores for Validis conducted by The Disruption House

CategoryAwardDate
Business Resiliency AccreditationLeaderApril 2024
Sustainability AccreditationStarterApril 2024
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