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About

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 Stop using slow, inefficient, and outdated processes for bank account verification and instead provide merchants with an easy and more secure way to provide sensitive bank information.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.

About

Lejr is double-entry accounting software for small businesses. It runs as a web app with an AI assistant built in, and it optionally connects to outside assistants like Claude, so you can ask about your books and make changes in plain language instead of clicking through menus. The ledger is real accounting. Every entry balances before it saves, corrections point back to the original instead of overwriting it, and every change is logged. Bank and card feeds connect through Plaid. Transactions land in a review queue with suggested categories, and can be split, matched to open invoices and bills, or paired as transfers. Lejr also handles estimates, invoices, bills, customers, vendors, documents, fixed assets and depreciation, mileage, loans, and sales tax. Reports include the balance sheet, income statement, cash flow, trial balance, general ledger, and A/R and A/P aging.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies interested in a solution to manage their credit decisions and risk analysis operations

Audience

Small Business Owners, Accountants

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$15/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cloudsquare
Founded: 2018
United States
cloudsquare.io/salesforce-products/cs-banklink-app/

Company Information

Lejr
Founded: 2026
United States
lejr.app/

Alternatives

Alternatives

LedgerLite

LedgerLite

Responsive Software
LedgerX

LedgerX

TheX Techvent Pvt Ltd

Categories

Categories

Integrations

Cloudsquare Lend
Conga Billing
Docusign
MuleSoft Anypoint Platform
Plaid
Salesforce

Integrations

Cloudsquare Lend
Conga Billing
Docusign
MuleSoft Anypoint Platform
Plaid
Salesforce
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