Streamline Your Financial Management with Kuboon
WHO WE ARE
Bank-Issued PDF Statements
EMBEDDED IN ANY CRM OR USE OUR CRM
Account Owner Verification
Batch ACH Verification
NO DEVELOPER WORK NEEDED
WHO USES US
Merchant Cash Advance
Shorten time to funding by accessing financials "directly in your CRM (Salesforce,Hubspot and proprietary)
"See important financialinformation within seconds," right in your CRM. NO Development work!
Bring customer financials right into your CRM. We promise you wont miss the emails.
Make underwriting decisions and within seconds. Underwriting doesn't have to be painful.
The Best integrated
Financial Software Solutions:
Kuboon offers a cloud-based accounting system that includes invoice processing, accounts payable, payment management, bookkeeping, general ledger reporting, bank reconciliation, and inventory management. Its main highlight is banking integration, which enables users to sync their bank account with the software so they can make online payments directly from Kuboon without entering their login information into their banking partner’s portal.
Kuboon provides risk mitigation 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, businesses, and professionals can automate procedures for taking payments online from customers using credit/debit cards and cryptocurrencies. Individuals can make decisions to enhance business performance by tracking website sales and creating reports using the technology.
Financial Management Solutions
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
Create a quick and easy payment setup procedure by using real-time data directly from a user's bank account to verify account ownership
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.
Create intelligent, user-friendly personal finance management software to give your consumers the tools and individualized information they need to manage their finances better
Utilize real-time data to rapidly verify income in order to improve credit judgments and comprehend your consumers' true financial capability.
Start evaluating creditworthiness using current, accurate, and validated data that offers special insights into spending patterns.
Connect 3400+ banks and leverage the data to personalize customer journeys and build innovative services
Giving your consumers a fully integrated payments experience at a low cost will increase engagement and conversion
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.
One Platform-Many Solutions
Financial management software can help in the effective tracking of funds for both people and corporations. Financial management software must provide a transaction history function that enables users to view all of the financial transactions that have occurred over a specified time frame. Users can use this function to monitor their costs
Automated income verification is a procedure where a software program automatically gathers and validates information about a person's income, typically for use in loan or rental application processes. By doing away with manual recordkeeping, this approach also lessens the possibility of fraud or errors.
By automating the transfer of cash between bank accounts, ACH payment processing software enables businesses to automate their payment processing operations. This software can be used for many different payment forms, such as vendor payments, consumer refunds, and direct deposit of staff paychecks. ACH payment processing software
Bank PDF Statements
Kuboon is an Open Banking Platform that provides the trusted framework to connect banks, fintechs and technical providers with simple and secure technology/solutions through Bank PDF Statements
A service that processes payroll for businesses, including payroll taxes, employee benefits, and direct deposit, is known as a payroll provider. Verifying someone's employment status, including their job title, employment history, is known as employment verification.
In this day and age,
identity verification solutions organizations want to know everything about their customers in a safe, fast, and reliable source. Kuboon ability to be an all-inclusive source to know your customers is unparallel in the market.