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Streamline Your Financial Management with Kuboon

Banking Data

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Transactions Data
ACH Details
Bank-Issued PDF Statements
Real-Time Balances

Payroll Verification

Income Verification
Payroll Provider
Employment Verification

Financial Analytics

Expense Calculations
Risk Management
Fraud Detection

EMBEDDED IN ANY CRM OR USE OUR CRM

ID Verification

Payment Processing

ID Verification
Address Verification
Account Owner Verification

Payment Processing 
ACH Transfers
Batch ACH Verification

Hosted

Bring customer financials right into your CRM.

We manage, maintain, and support. 

Leave innovation and development up to us. 

Intelligent

Make underwriting decisions within seconds. Underwriting doesn't have to be painful.

See our powerful analytics at work. 

WHO USES US

Kuboon Small Business Lending

SMB
Lending

Consumer
Lending

Merchant Cash Advance
Lending

Payment
Processing

Personal
Lending

NO DEVELOPER WORK NEEDED

About Kuboon

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Financial Management Software Solutions:

Kuboon offers a cloud-based banking integration, which enables users to sync their bank accounts with the software. Banking insights and analytics, payroll verification, income calculations, expense calculations, address verification, and payments. 

Risk-Based Authentication:

Kuboon provides risk management and fraud management solutions to merchants and financial institutions. The software gives a range of functionalities that help lessen the potential for online fraud, manage fraud risk, and collect a rich dataset for more accurate risk-based authentication.

Automate Processes for Payments:

With the assistance of Kuboon, SMB lenders, MCA lenders, consumer lenders, and personal lenders can process payments with ease directly inside of the Kuboon vault creating and tracking client analytics and showing overall cash flow.

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Financial Management Solutions

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ACH Transaction Details

A network called ACH is used to electronically transfer funds between bank accounts all over the US. Instead of passing through card networks like Visa or Mastercard. A popular name for an ACH payment is an ACH transfer or ACH account.

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Bank PDF Statements

Through personalization and interactivity, our mobile-centric and interactive digital bank account statement transform printed bank statements and eStatements into engaging experiences within your clients' preferred banking channels

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Expense Calculation

By enabling your customers to see where their money is going, you can give them a richer digital experience. To determine the merchant, location, and category of each bank transaction, an expense management solution use Kuboon.

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ID Verification

In this day and age, organizations want to know everything about their customers from a safe, fast, and reliable source. Kuboon's ability to be an all-inclusive source to know your customers is unparallel in the market id verification software

OUR EXPERTISE

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Improve lending & reduce risk

Using open banking can help banks speed up digital applications, make better decisions based on real-time data, and improve customer experience by reducing paperwork and friction

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Account Check

Create a quick and easy payment setup procedure by using real-time data directly from a user's bank account to verify account ownership

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Expense Check

Determine spending patterns and how much is recurring on a monthly basis. Your spending will be analyzed so that you can readily understand where your money is going.

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Money Manager

Create intelligent, user-friendly personal finance management software to give your consumers the tools and individualized information they need to manage their finances better

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Income Check

Utilize real-time data to rapidly verify income in order to improve credit judgments and comprehend your consumers' true financial capability.

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Risk Insights

Start evaluating creditworthiness using current, accurate, and validated data that offers special insights into spending patterns.

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Aggregation Services

Connect 3400+ banks and leverage the data to personalize customer journeys and build innovative services

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Payments

Giving your consumers a fully integrated payments experience at a low cost will increase engagement and conversion

Take a look inside the Kuboon Vault

Kuboon’s Finance Management products are designed to create unique and engaging user experiences, at scale.

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Try the Vault now...

Kuboon Vault is pay-as-you-go with no monthly or annual contracts. Simply sign up and try us out. You can add the Kuboon widget inside of Salesforce in seconds. Ask us about any other CRM too.

Request a demo

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