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Media

Media

Integrations Supported

Gusto
Cloudsquare BankLink
Deel
Feathery
Flatly
Genuity
HOAworks
INXY
Insperity
LendFoundry
Mollie
Namely
OASIS
Patriot Accounting
Payrix
Personio
Primer
Sage HR
Scienaptic
Wave

Integrations Supported

Gusto
Cloudsquare BankLink
Deel
Feathery
Flatly
Genuity
HOAworks
INXY
Insperity
LendFoundry
Mollie
Namely
OASIS
Patriot Accounting
Payrix
Personio
Primer
Sage HR
Scienaptic
Wave

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

$50 per connection/mo
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Plaid

Date Founded

2012

Company Location

United States

Company Website

plaid.com

Company Facts

Organization Name

Finch

Date Founded

2020

Company Location

United States

Company Website

tryfinch.com

Categories and Features

Application Development

Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development

Authentication

Biometric
Credential Management
Knowledge-Based Authentication
Mobile Authentication
Multifactor Authentication
Out-of-Band Authentication
Policy Management
Self Service Portal
Single Sign On
Social Sign On

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Fraud Detection

Access Security Management
Check Fraud Monitoring
Custom Fraud Parameters
For Banking
For Crypto
For Insurance Industry
For eCommerce
Internal Fraud Monitoring
Investigator Notes
Pattern Recognition
Transaction Approval

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mobile Banking

Bill Payment
Biometric
Cash Management
Chat / Messaging
Cross Selling Functionality
Digital Wallet
P2P Payments
Remote Deposit
SMS Banking
Transaction Monitoring
Voice Banking

Online Banking

Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring

Categories and Features

HR Employee File Management

Access Controls
Centralized Employee Files
Dashboard
Email Notifications
Paper & Digital
Regulatory Compliance
Retention Settings
Search
Sharing Spaces
Signature

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Payroll

401(k) Tracking
Attendance Management
Benefits Management
Check Printing
Compensation Management
Deductions Management
Direct Deposit
Multi-Country
Multi-State
Reporting/Analytics
Self Service Portal
Tax Compliance
Vacation / Leave Tracking
W-2 and 1099 Preparation
Wage Garnishment

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