Best Bank Verification Software for Salesforce
View:
Compare the Top Bank Verification Software that integrates with Salesforce as of December 2025
Sort By:
This a list of Bank Verification software that integrates with Salesforce. Use the filters on the left to add additional filters for products that have integrations with Salesforce. View the products that work with Salesforce in the table below.
What is Bank Verification Software for Salesforce?
Bank verification software automates the process of validating a customer's banking information, ensuring accuracy and reducing the risk of fraud. It verifies account details, such as account ownership, balances, and transaction history, typically through secure integrations with financial institutions. By streamlining this process, the software helps businesses confirm payment capabilities and comply with regulatory requirements. It also enhances security by identifying potential discrepancies or fraudulent activity in real-time. Overall, bank verification software improves the efficiency and safety of financial transactions for both businesses and customers. Compare and read user reviews of the best Bank Verification software for Salesforce currently available using the table below. This list is updated regularly.
-
1
Data8
Data8
Data8 offers a comprehensive suite of cloud-based data quality solutions designed to ensure your data is clean, accurate, and up-to-date. Our services encompass data validation, cleansing, migration, and monitoring, tailored to meet specific business needs. Data validation services include real-time verification tools for address autocomplete, postcode lookup, bank account validation, email verification, name and phone validation, and business insights, all aimed at capturing accurate customer data at the point of entry. Data8 helps improve B2B and B2C databases by offering appending and enhancement services, email and phone validation, data suppression for goneaways and deceased individuals, deduplication and merge services, PAF cleansing, and preference services. Data8 is an automated deduplication solution compatible with Microsoft Dynamics 365, designed to dedupe, merge, and standardize multiple records efficiently.Starting Price: $0.053 per lookup -
2
Cloudsquare BankLink
Cloudsquare
Get access to real-time data for bank verifications and make more accurate credit decisions with Cloudsquare BankLink’s easy-to-use user interface. Cloudsquare BankLink is a risk analysis software that integrates Salesforce with the safest and most customer-friendly financial account verification platform, Plaid. Run effortless cash flow analysis. Make faster and more accurate credit decisions. Fully automate your underwriting process. Stop using slow, inefficient, and outdated processes for bank account verification and instead provide merchants with an easy and more secure way to provide sensitive bank information. By connecting to Plaid transactions and balances products, Cloudsquare BankLink gives you instant access to borrower data and helps determine if they will be able to pay back a loan. In addition to transactions, balances, and financial bank details, Cloudsquare BankLink pulls identity and asset info into your Salesforce CRM as well.
- Previous
- You're on page 1
- Next
