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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Basiq stands at the forefront of open banking technology, empowering developers to create cutting-edge financial applications. Our platform offers secure access to financial data, provided with customer consent, along with robust APIs that reveal critical insights. We are at the helm of shaping the future of financial services, catering to wealth managers, banks, fintechs, and beyond. By utilizing our platform, you can obtain comprehensive and trustworthy banking information, enabling you to craft more engaging and tailored digital banking experiences for users. Our sophisticated income algorithms can accurately pinpoint various income sources, including regular, variable, and casual income streams, which allows for streamlined individual assessments and quicker lending decisions. Additionally, you can enhance your customers’ digital experiences by equipping them with tools to better track their spending habits. With Basiq Enrich, you can analyze each banking transaction to identify the merchant, location, and category, further enriching the financial insights provided to your clients. This level of detail not only elevates user engagement but also fosters a deeper understanding of financial behaviors.

Description

Coconut seamlessly integrates with your bank account, allowing you to monitor your earnings, claim deductions, and calculate your tax liabilities efficiently. With a clear snapshot of your financial situation readily available, determining how much you can draw for personal use or reinvest into your business each month becomes a straightforward task. Our platform is designed to keep your bookkeeping organized and provide accurate estimates of your tax savings, ensuring you won’t face any unexpected financial surprises during tax season. You can generate and dispatch customized invoices while managing your earnings directly from the app, and our convenient reminders will assist you in keeping track of overdue payments. Additionally, we’ll calculate the amount you can withdraw after setting aside savings, either as personal income or for reinvestment to foster business growth. With just a single tap, you can easily access and review all your incoming and outgoing transactions, giving you a comprehensive understanding of your financial landscape. Overall, Coconut empowers you to maintain financial clarity and make informed decisions for your business's success.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Codat Yes 
ForwardAI Yes 
Precise API Yes 
TaxTank Yes 
ezidox Yes 

Integrations

Codat No 
ForwardAI No 
Precise API No 
TaxTank No 
ezidox No 

Pricing Details

$0.39 per user per month
Free Trial No 
Free Version No 

Pricing Details

$5.02 per month
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 Yes 
iPad App Yes 
Android App Yes 
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 No 
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

Basiq

Founded

2017

Country

Australia

Website

basiq.io

Vendor Details

Company Name

Coconut

Founded

2016

Country

United Kingdom

Website

www.getcoconut.com

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Alternatives

Finicity Reviews

Finicity

Mastercard

Alternatives