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Streamline Your Financial Management with Kuboon

WHO WE ARE

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

ID Verification

Payment Processing

EMBEDDED IN ANY CRM OR USE OUR CRM

ID Verification
Address Verification
Account Owner Verification

Payment Processing 
ACH Transfers
Batch ACH Verification

NO DEVELOPER WORK NEEDED

WHO USES US

Kuboon Small Business Lending

SMB
Lending

Consumer
Lending

Merchant Cash Advance
Lending

Payment
Processing

Personal
Lending

Connected

Shorten time to funding by accessing financials "directly in your CRM (Salesforce,Hubspot and proprietary)

Integrated

"See important financialinformation within seconds," right in your CRM. NO Development work!

Hosted

Bring customer financials right into your CRM. We promise you wont miss the emails.

Intelligent

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

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About Kuboon

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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.

Risk-Based Authentication:

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.

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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.

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Financial Management Solutions

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ACH 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 transaction.

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Bank PDF Statements

Through personalization and interactivity, our mobile-centric and interactive digital bank statement solutions 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, 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.

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.

One Platform-Many Solutions

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Transactions History

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

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Income Verification

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. 

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ACH Details

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

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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

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Payroll

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.

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ID 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.

Request a demo

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