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.
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.
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

