LASER Financial Account Access
By LASER Accuracy, LLCAccounting
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $199 per company per month
- Listed since
- 2022
About LASER Financial Account Access
Access Financial Account Data in Salesforce
Authenticate a Customer’s Plaid Authorization via email with the click of a button – directly within Salesforce – or automate this step from your website. The LASER Financial Account Access app allows you to download comprehensive Plaid reports, containing bank statements, historical transactions, and more, all within seconds!
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! Using the app’s built-in custom component, see aggregated account information at a glance in Salesforce from wherever you wish.
You can also re-Authenticate and retrieve the most up-to-date information whenever you want, and customize the timeline of data you are downloading.
Highlights
- ✅ Open Banking API enables real-time verified consumer bank data ✅ Gain insights from consumer-permissioned financial data in a matter of seconds.
- ✅ Gather loan applicant financials quickly and make your credit decision faster. ✅ Seamlessly integrate with Salesforce and eliminate manual document collection and manual entry.
- ✅ Users can connect their bank accounts and permission: ◾️ Bank Statements ◾️ Transaction History ◾️ Historical Balances ◾️ Current & Available Balances
Screenshots and videos
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Pricing
Paid, from $199 per company per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| LASER Financial Account Access | $299 per company | Monthly | 7 days |
| LASER Financial Account Access Non-Profit | $199 per company | Monthly | 7 days |
A Plaid Account is necessary to use LASER Financial Account Access, which we are happy to assist with!
The publisher offers discounts.
Compatibility
- Works with
- Experience Cloud
- Financial Services Cloud
- Requires
- Sales Cloud
- Revenue Cloud
- Experience Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on November 8, 2022
- Industries
- Automotive
- Financial Services
- Travel, Transportation, and Hospitality
- Languages
- English
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