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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Elysys Financial Gateway serves as a financial data integration tool, linking the Elysys ecosystem with various banks, brokers, custodians, and providers of financial data. Designed to minimize manual data handling, this solution streamlines the transfer of financial information into the broader Elysys platform and integrates seamlessly with Microsoft Dynamics 365 Business Central. It accommodates a variety of data types, including bank statements, market prices, trade confirmations, and corporate actions, enabling finance and investment teams to maintain updated information across numerous institutions. By standardizing incoming data and interfacing external financial sources with portfolio management, accounting, and reporting functions, Elysys Financial Gateway enhances efficiency, mitigates the need for manual data entry, and fosters more dependable financial workflows. This solution is ideal for family offices, financial institutions, and investment organizations that engage with multiple banks, custodians, brokers, and data sources while tackling the complexities of financial data management. Ultimately, Elysys Financial Gateway stands out as an essential tool for optimizing financial operations in a multi-institutional landscape.

Description

Taiki presents a versatile API that automates the process of extracting tax documents and associated data from a variety of payroll and financial service providers. With this innovative solution, users can eliminate the need for manual document uploads by securely linking to numerous financial platforms, thus simplifying the retrieval of essential tax information. The API is capable of handling an extensive array of documents, such as 1040s, W-2s, 1099s, and bank statements, among others. Users benefit from built-in document processing, allowing them to request and obtain only the specific data fields they need, which significantly enhances efficiency in data collection. Taiki's integration features cover a wide range of financial institutions and services, including notable names like ADP, Bank of America, PayPal, and TurboTax, providing users with a comprehensive solution to meet their varied requirements. The platform also offers adaptable pricing structures, including options for pay-as-you-go and annual subscriptions based on user count, catering to both individual and corporate clients alike. Additionally, the implementation process is designed to be quick and user-friendly, ensuring a seamless experience from the outset.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ADP DataCloud No 
American Express Go No 
BambooHR No 
Capital One Eno No 
Cash App No 
Charles Schwab No 
Chase Business Complete Banking No 
Discover Estimating No 
H&R Block No 
Liink No 
Microsoft Dynamics 365 Business Central Yes 
PayPal No 
Poshmark No 
Rippling No 
Robinhood No 
TurboTax No 
Vanguard No 
Wells Fargo Business Checking No 
eBay No 

Integrations

ADP DataCloud Yes 
American Express Go Yes 
BambooHR Yes 
Capital One Eno Yes 
Cash App Yes 
Charles Schwab Yes 
Chase Business Complete Banking Yes 
Discover Estimating Yes 
H&R Block Yes 
Liink Yes 
Microsoft Dynamics 365 Business Central No 
PayPal Yes 
Poshmark Yes 
Rippling Yes 
Robinhood Yes 
TurboTax Yes 
Vanguard Yes 
Wells Fargo Business Checking Yes 
eBay Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Elysys

Founded

2006

Country

Monaco

Website

www.elysys.com

Vendor Details

Company Name

Taiki

Founded

2024

Country

United States

Website

www.taiki.ai/

Product Features

Product Features

Data Extraction

Disparate Data Collection No 
Document Extraction No 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

Alternatives

No Alternatives

Alternatives

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