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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

It's the easiest way to connect your app to banks, payment gateways, or financial data in just minutes. Syncfy provides a variety of high-value, easy-to-implement functions that can be integrated with existing solutions or developed new ones. You can get seamless financial data feeds in a single, simple-to-use JSON format. Link to government institutions to automatically pull up e-invoices issued and received. You can also obtain monthly and year-end fiscal reports. One of our certified providers can create and stamp bulk invoices following all tax authority requirements. Securely and instantly verify your identity and financial credentials. Based on transactional data, offer fraud prevention and detention solutions. You can quickly get a complete picture of the financial status of your applicants and verify their income to make sound lending decisions.

Description

Quickly grasp a company's challenges, requirements, and comprehensive financial background to play a crucial role in shaping their future. Access essential metrics from top financial applications using tools designed to track trends and assess the performance of business clients in real-time. The integration and automated analysis streamline the identification of both opportunities and challenges, enhancing banks’ capacity to provide unmatched personalized service. The cumbersome application processes and data-sharing hurdles that burden small to mid-sized businesses (SMBs) have been transformed into a swift and seamless experience. Generate highly tailored sales proposals based on the latest insights into the challenges and prospects facing businesses. With a clear and comprehensive view of their clients' financial histories, banks are better positioned to assist them in making informed decisions that will benefit them in the long run. By leveraging these insights, banks not only foster stronger relationships but also drive greater business success for their clients.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Analytics No 
BigCommerce No 
ClickSend No 
Exact No 
Expensify No 
Fortnox No 
FreeAgent No 
FreshBooks No 
Insightly No 
Matomo No 
Odoo No 
PayPal No 
QuickBooks Desktop Pro No 
Sage 50 No 
SendPulse No 
Shopify No 
WooCommerce No 
Xero No 
Zoho CRM No 
bexio No 

Integrations

Adobe Analytics Yes 
BigCommerce Yes 
ClickSend Yes 
Exact Yes 
Expensify Yes 
Fortnox Yes 
FreeAgent Yes 
FreshBooks Yes 
Insightly Yes 
Matomo Yes 
Odoo Yes 
PayPal Yes 
QuickBooks Desktop Pro Yes 
Sage 50 Yes 
SendPulse Yes 
Shopify Yes 
WooCommerce Yes 
Xero Yes 
Zoho CRM Yes 
bexio Yes 

Pricing Details

$65 per month
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 Yes 

Customer Support

Business Hours Yes 
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

Syncfy

Founded

2016

Country

United States

Website

www.paybook.com/w/en/sync/site/home

Vendor Details

Company Name

upSWOT

Founded

2019

Country

United States

Website

upswot.com

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