Bank Connect
Get all your banking, financial and transactional data from multiple bank accounts onto a single page
AppShark’s Bank Connect makes the banking and financial transactions much easier. With our integration between Plaid Platform and Salesforce CRM, you can get all the transactional details from multiple accounts within banks along with more granular details. Result, ease of analyzing spending patterns and extracting actionable insights.
Why integrate Plaid with Salesforce and choose AppShark to integrate them for you?
Integrating Plaid and Salesforce helps businesses establish a system where banking and finances from mutliple accounts can be tracked and monitored from a single point of view.
Harnessing the power of this integration will:
- Build a connected ecosystem by centralizing all your financial data & processes
- Get detailed transactional details of any bank account within your bank.
- Drive coordination between your teams by sharing financial and banking data
- Give 360-degree visibility into your transactional operations
- Streamline & automate your banking and financial process
And more!
Interested in our Offering?
Are you a growing business with a vision of transitioning to fast-track growth?
Then our Product Bank Connect is the right integration tool for you. Get in touch with us to know more on our product offering.
Certified Salesforce Integration Consultants – Just A Call Away
AppShark is a Gold level certified Salesforce partner with more than a decade of experience in Salesforce Implementation, Consulting, and Development. AppShark has garnered deep expertise spanning various niches providing all-round services from beginning from consultation to support.
Interested in our Offering?
Are you a growing business with a vision of transitioning to fast-track growth?
Reach out to us for any sort of consultation/implementation/integration of Salesforce applications or custom software solutions.
Expertise is just a click away.