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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Integrate your application seamlessly with your users’ financial information using a secure and straightforward Open Banking API. Create innovative and captivating products that will delight your users. Their financial data is available in various formats from numerous sources, and we facilitate access to over 90% of personal and business bank accounts across Latin America, including connections to tax agencies and gig economy platforms. With our Connect Widget, you can embed this feature into your product within minutes, allowing you to save valuable development time and concentrate on what truly matters. Our platform is designed with top-tier security measures and is currently in the process of obtaining ISO 27001 certification. Effortlessly connect your users’ financial accounts and enhance their data in just a few simple steps. From lending solutions to smart saving strategies, we’re here to help you develop exactly what your users require. By accessing, aggregating, and analyzing customers’ financial details, such as their income, you can create superior borrowing experiences that meet their needs effectively. Ultimately, our goal is to empower you to deliver exceptional financial solutions.

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

Fintech Market Yes 
Formalize Yes 
Yuno Yes 

Integrations

Fintech Market No 
Formalize No 
Yuno No 

Pricing Details

No price information available.
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) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Belvo

Founded

2019

Country

Mexico

Website

belvo.com

Vendor Details

Company Name

Coconut

Founded

2016

Country

United Kingdom

Website

www.getcoconut.com

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Online Banking

Brokerage No 
Cash Management No 
Chat / Messaging No 
Credit Card Management No 
Electronic Statements No 
Fraud Detection No 
Loan Management No 
Marketing Automation No 
Retail Banking No 
Single Sign On No 
Transaction Monitoring No 

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

Alternatives

Finicity Reviews

Finicity

Mastercard