Streamline Your Financial Management with Kuboon
Bank-Issued PDF Statements
EMBEDDED IN ANY CRM OR USE OUR CRM
Account Owner Verification
Batch ACH Verification
Bring customer financials right into your CRM.
We manage, maintain, and support.
Leave innovation and development up to us.
Make underwriting decisions within seconds. Underwriting doesn't have to be painful.
See our powerful analytics at work.
WHO USES US
Merchant Cash Advance
NO DEVELOPER WORK NEEDED
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.
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.
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.