Additional costs apply for premium features and custom services
Log into your Sperse account, or assign permissions to your staff to do so. Your client record can be easily added to the CRM system either manually by your staff, or form-filled by your customer, or imported from a file, or via Zapier or API.
Send an email or SMS request to the customer. who clicks the link in the message to verify their information and add their bank account(s) so you get instant read-only access to their financials.
As soon as the client authorizes viewing access to their account, you will receive an alert showing their financial data organized into a Cash Flow report along with all key metrics and charts, as well as transaction details in an electronic format.
Get clear visibility into your customers financials with real-time cash-flow reports directly from the bank accounts.
Have your clients securely connect their financial accounts from over 15,000 available institutions with read-only permissions to access their transactional data
Your data is automatically synchronized and updated on a daily basis, and financial data is reconciled with your all your accounts.
Uncover insights about your clients financial data with easy to use reports. Use that to predict future trends and improve your decision process.