Best Financial Data APIs Software for FreshBooks

Codat helps banks build deeper connections with business customers. We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. Codat is used by the largest banks in the world to grow share of wallet, reduce churn & scale their operations. We are backed by leading investors including JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures and American Express Ventures.

ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term. - Streamlined API with seamless white-label solutions - Connect with all leading accounting platforms - Process small business loan applications in seconds - Retain SME clients with engaging cash flow tools - Offer personalised loan options To learn more, visit ForwardAI.com.

Railz is building the largest financial data network by bridging the connection between future-thinking financial institutions and real-time accounting data. Railz accomplishes this through an API that connects financial institutions to all major accounting software solutions, such as QuickBooks, Xero, and Sage. We offer financial institutions (FIs) the ability to connect with account service providers, collect data, normalize and sanitize that accounting data, and analyze it. Railz enables on-demand access to financial transactions, analytics, insights and reports on small and medium business (SMB) customers. Whether you’re a lender, financial institution, accounting firm, auditor, or startup developer that requires financial data, we can make this a reality for you - and fast.

Understand a business’s issues, needs, and entire financial history at a glance to become an invaluable part of their future. Gain visibility into key metrics from the leading financial apps with tools to compare trends and evaluate performance of the business customers in real-time. With seamless integration and automated analysis, identifying opportunities and problem areas has never been easier — allowing banks to offer personalized service like never before. All the clunky application processes and data sharing that consume small to mid-sized businesses (SMBs) are now quick and frictionless. Send highly-personalized sales offers based on an up-to-date analysis of all the issues and opportunities that arise for businesses. With an easy-to-consume view of their business customers’ full financial history, banks can help them make smarter business decisions for the future.