Average Ratings 0 Ratings
Average Ratings 0 Ratings
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 Automate your entire underwriting process to eliminate slow, outdated bank account verification methods.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
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
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
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