Elysys Financial GatewayElysys
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Related Products
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About
Elysys Financial Gateway is a financial data integration solution that connects the Elysys environment with banks, brokers, custodians and financial data providers. Built to reduce manual data handling, it automates the flow of financial information into the wider Elysys platform and Microsoft Dynamics 365 Business Central environment. The solution supports data such as bank statements, market prices, trade confirmations and corporate actions, helping finance and investment teams keep information current across multiple institutions. By normalizing incoming data and connecting external financial sources with portfolio management, accounting and reporting processes, Elysys Financial Gateway helps reduce manual entry, improve efficiency and support more reliable financial workflows. It is suited to family offices, financial institutions and investment organisations working with multiple banks, custodians, brokers and data sources
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About
Taiki offers a universal API designed to automate the extraction of tax documents and data from various payroll and financial providers. This solution enables users to bypass manual document uploads by securely connecting to multiple financial platforms, facilitating the retrieval of tax information. The API supports a wide range of documents, including 1040s, W-2s, 1099s, and bank statements, among others. By leveraging built-in document processing, users can specify and obtain only the necessary data fields, streamlining the data retrieval process. Taiki's integration capabilities encompass numerous financial institutions and services, such as ADP, Bank of America, PayPal, and TurboTax, ensuring comprehensive coverage for diverse user needs. The platform offers flexible pricing models, including pay-as-you-go and per-user annual subscriptions, catering to both individual and enterprise requirements. Implementation is designed to be swift.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Family offices, financial institutions, investment firms and finance teams working with multiple banks, custodians, brokers and financial data sources.
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Audience
Companies and developers looking for a tool to automate their tax document retrieval and data extraction processes
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationElysys
Founded: 2006
Monaco
www.elysys.com
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Company InformationTaiki
Founded: 2024
United States
www.taiki.ai/
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AlternativesNo Alternatives
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Categories |
Categories |
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Integrations
ADP DataCloud
Not Supported
Amazon
Not Supported
Bank of America Business Advantage
Not Supported
Cash App
Not Supported
Charles Schwab
Not Supported
Deel
Not Supported
Fidelity
Not Supported
H&R Block
Not Supported
Microsoft Dynamics 365 Business Central
Supported
PayPal
Not Supported
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Integrations
ADP DataCloud
Supported
Amazon
Supported
Bank of America Business Advantage
Supported
Cash App
Supported
Charles Schwab
Supported
Deel
Supported
Fidelity
Supported
H&R Block
Supported
Microsoft Dynamics 365 Business Central
Not Supported
PayPal
Supported
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