Link Your Clients Financial Accounts In Seconds...

95% Canadian Banks & Lenders on Inkris

The Problem

In the financial industry, professionals like Financial Advisors, Mortgage Brokers, Accountants, Bookkeepers, Auditors, Venture Capital Firms, Tax Consultants, and Auditors grapple with intricate data management. Clients often maintain accounts with multiple financial institutions, making it challenging for these professionals to obtain a comprehensive financial overview. The time-consuming, manual data collection process further complicates tasks, leading to inefficiencies and loss of deals.

The Solution

Inkris Business offers a transformative solution by enabling professionals in these fields to seamlessly link their clients' financial data. This innovation streamlines complex financial processes, benefiting both professionals and clients. With a unified platform, it provides a holistic view of users' financial health, even when they have accounts across various financial institutions. This eliminates the need for laborious data collection, significantly enhancing efficiency.

Access Your Clients Permissioned Real-time Financial Data

Once the user has gone through the flow, we do the work and return a range of relevant bank data depending on what fits your needs

Unlock Detailed Client Transaction History
Understand Your Customers Investments
Check Balances In Real-time
Know their Loan Obligations
Analyze & Download Bank Statements On Demand
Analyze & Download Bank Statements On Demand

Analyze & Generate Detailed Financial Reports

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Credit Summary

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  • Total Credit Available
  • Total Credit Amount