LASER Financial Account Access
downloads comprehensive Plaid reports containing bank statements, historical transactions, and more directly into Salesforce. After receiving authorization, users can quickly view key points of informations like NSFs, Deposits, Average Balances, and more from a custom component, broken down by account type!
Authenticate a Customer’s Plaid Authorization via email with the click of a button – directly within Salesforce – or automate this step from your website
After consent has been give by the Customer, immediately retrieve their bank data broken down by Plaid Account name
Using the app’s built-in custom component, see aggregated account information at a glance in Salesforce from wherever you wish
Re-Authenticate and Retrieve the most up-to-date information whenever you want, and customize the timeline of data you are downloading
But don’t just take it from us…
Here’s what Plaid has to say:
LASER Financial Account Access will:
- download accurate and complete bank statements in 10 seconds or less
- Seamlessly integrate reports with Salesforce® and the other tech you need
- Standardizes data and guarantee accurate information and results
- Use Plaid’s trusted data so you feel confident in your decision making
- Quickly view key information from Historic Transactions and Balances
- Handle the entire process from implementation to integration and beyond
- Provide ultra-responsive customer support
- Show aggregated information, such as NSFs, Avg Balances, Deposits, and more
Monthly Site License
$299.00 / Month
- Gain access to detailed Plaid bank statement data
- LASER Financial Account Access monthly subscription fee is a site license. There is no limit to the number of users.
- Users must have their own seperate Plaid account
So what are you waiting for?
Join the many users making smarter decisions with financial account data in Salesforce® today!