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Average Ratings 0 Ratings

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features
design
support

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Description

Access real-time banking data for verification purposes and enhance your credit decision-making with the user-friendly interface of Cloudsquare BankLink. This risk analysis tool seamlessly connects Salesforce with Plaid, a highly secure and customer-centric financial account verification platform. Conduct cash flow analyses with ease and make quicker, more informed credit decisions. Automate your entire underwriting process to eliminate slow, outdated bank account verification methods. Instead, offer merchants a straightforward and secure means of sharing sensitive banking information. By linking to Plaid's products for transactions and balances, Cloudsquare BankLink provides immediate access to borrower data, helping you assess their loan repayment capabilities. Moreover, in addition to financial transactions and balances, Cloudsquare BankLink also integrates identity and asset information directly into your Salesforce CRM, offering a comprehensive view of each borrower’s financial situation. This advanced integration not only streamlines the verification process but also enhances overall efficiency in managing financial assessments.

Description

We simplify the process of engaging with your business customers' financial information. Begin deploying tools designed to assess credit risk, automate financial accounting, and conduct thorough analytics. Ensure seamless reconciliation and keep your business customers' payables and receivables data in sync. With automated accounting reconciliation, you can also dynamically adjust credit limits by having read and write access to both accounting and payment data. Enhance your credit underwriting processes by utilizing precise and consistent data. Gain visibility into all customers and vendors, along with their respective invoices, bills, and payments, across any accounting system. Our priority is to uphold the highest standards of privacy, security, and compliance to protect both your and your customers’ sensitive information, ensuring a trustworthy environment for all financial transactions. Ultimately, our goal is to empower your business with tools that foster growth and efficiency.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Cloudsquare Lend Yes 
Conga Billing Yes 
Docusign Yes 
Microsoft Dynamics 365 Business Central No 
MuleSoft Anypoint Platform Yes 
NetSuite No 
Odoo No 
Plaid Yes 
QuickBooks Online No 
Sage Accounting No 
Salesforce Yes 
Tally Shoper 9 No 
Wave Accounting No 
Xero No 
Zoho Books No 

Integrations

Cloudsquare Lend No 
Conga Billing No 
Docusign No 
Microsoft Dynamics 365 Business Central Yes 
MuleSoft Anypoint Platform No 
NetSuite Yes 
Odoo Yes 
Plaid No 
QuickBooks Online Yes 
Sage Accounting Yes 
Salesforce No 
Tally Shoper 9 Yes 
Wave Accounting Yes 
Xero Yes 
Zoho Books Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$5 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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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 Yes 

Types of Training

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

Vendor Details

Company Name

Cloudsquare

Founded

2018

Country

United States

Website

cloudsquare.io/salesforce-products/cs-banklink-app/

Vendor Details

Company Name

Integration Labs

Founded

2022

Country

India

Website

www.integrationlabs.co

Product Features

Alternatives

Alternatives