Wells Fargo Business Checking Integrations

isolved is the most-trusted HCM technology leader, providing the best combination of software and services to meet the needs of today's People Heroes – HR, payroll, and benefits professionals. From talent acquisition to workforce management to talent management, our solutions are delivered directly or through our HRO partner network to more than 6 million employees and 168,000 employers across all 50 states – who use them every day to increase productivity, accelerate decision-making and ensure performance, while reducing risk. isolved People Cloud, our intelligently connected platform, automates the entire employee experience by design, so that organizations can engage, empower, and energize their talent while freeing their People Heroes to exceed their goals and grow their careers.

Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier to automatically keep track of your portfolio.

Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.

Provisian makes it easy to build a financial plan, manage risk, and communicate financial advice, all from a unified platform. Simulate market conditions to manage risk and make informed decisions. Seamlessly integrate Provisian with over 11,000 financial institutions. A comprehensive platform to collaborate with clients and track performance. A responsive team at your fingertips, available whenever, wherever. Stay connected to clients with a comprehensive financial profile, designed to predict outcomes, minimize risks, and enable more intelligent decisions. Simplify client communications with a centralized portal and intuitive reporting. Design an investment strategy tailored to your client's risk profile and objectives. Visualize and control the assumptions that drive each projected outcome. Perform Monte Carlo simulations and make informed financial decisions. Run thousands of cutting-edge simulations to identify the most probable outcomes.

By centralizing your cash flows and automating tasks, Agicap allows you to focus on the essentials, analysis, and decision-making. Build your cash flow forecast and monitor the achievement of your targets. Visualize your cash position by synchronizing your bank accounts and business tools. Improve overall productivity with automated, centralized, and harmonized cash management. Use a comprehensive collaborative tool and consolidate all your data. Anticipate your cash flow at the consolidated level or entity level. Consolidate and monitor your cash flow from multiple banks, entities, and business tools with ease. Set up automated cash forecasts and explore scenarios. Create custom dashboards to improve your analysis and reporting. Let Agicap automatically categorize all your banking transactions. Monitor the differences between the actuals and the forecast in real-time. Build a reliable forecast and make fully informed decisions at the right time.

Effortlessly manage your workforce’s payroll, HR, benefits, onboarding, offboarding, and more, all in one place. Simplify your operations with our latest exclusive HR tech software. Enjoy streamlined processes and enhanced efficiency. Whether you are dealing with payroll processing, performance reviews, or managing employee lifecycles, our human capital management (HCM) system makes it easy. With personalized customer service unmatched in the industry, HR processes are simplified and payroll is easy. Unlike single sign-on systems, the AllianceHCM Suite stores all employee data in one HCM platform. You can make real-time updates across all active services efficiently. Eliminate errors that occur when entering or importing data from several different systems. With AllianceHCM software solutions you’ll never need to switch platforms or log in to multiple systems. No more re-keying information or opening numerous spreadsheets.

TransferMate is a leading, global B2B-payments technology solution, processing billions in international payments for the world’s most trusted brands. We have attracted major strategic investments from leading banks including ING Group N.V and Allied Irish Bank. Whether you are a bank, business or university, TransferMate can save you time and money with our innovative payments solutions. Easy to use, no set up costs, and back-end integration with our global banking network. Same-day payments and receipt confirmation. Receive the correct amount every time, eliminating expensive wire fees. End-to-end transparency on a fully regulated network. We transfer your local currency directly to your recipient’s local account in their currency. Lock in FX rates, eliminate wire fees, and reduce admin workload. Embed TransferMate global payments directly into your current workflow. Give your existing users smarter payment options on one platform.

You need to hire quality talent. So you need a story that resonates with candidates. Every company is unique, and every candidate wants something different from their work. We believe that employers and candidates are ultimately looking for the same thing: the right fit. We forge more authentic connections between employers and candidates by providing an inside look at your company’s culture, workplace, and values. Our audience of next-gen talent is diverse and engaged. Millions of qualified candidates come to The Muse every year in search of the next great place to grow their careers, and your company should be visible when they’re ready to make their next move. We use proprietary technology and our years of expertise to gather insights directly from your employees to learn what they value the most about working for your company, from team traditions to core values and employee resource groups.

Our industry expertise combined with proprietary FPR-360 technology allows us to recover 3x more chargebacks than the industry average. With access to your gateway, payment processor and sales system (CRM), we can integrate seamlessly and analyze your chargeback data and root causes in real-time, while maintaining the strictest security compliance to keep your data safe. The #1 provider of dispute analytics and Smart Chargeback Recovery; our alerts, Root-Cause Analyzer™ & 3D Secure technologies empower you to eliminate ~50% of chargebacks. Real-time chargeback source identification tells you more about your buyer's journey than any existing dispute tool or service. Root-Cause Analyzer allows you to assess 40+ data points, identify vulnerabilities, increase retention and boost customer satisfaction.

Uplinq’s machine learning technology and experienced professionals keep your bookkeeping up-to-date and transform your data into actionable financial intelligence - all at the touch of a button. Time and money are wasted on bookkeeping, taxes, and financial management solutions that just don’t work. Enter Uplinq. Go beyond bookkeeping with financial intelligence optimized for your business. Updated weekly and focused on your needs. Our data-focused technology allows you to seamlessly connect to the institutions and tools you work with to manage your business. Shouldn’t everything be this easy? Our technology tracks your business activity and automatically categorizes your transactions. This allows us to provide you with financial analytics on a weekly basis without the constant stream of questions. Many business owners struggle to make use of their financial data. Uplinq tackles this problem head-on. You’ll receive a global view of your business, updated in near real-time.

Nilus is a plug-and-play platform that automates reconciliation, reporting, and payment workflows for finance teams. Streamline your financial workflows with the click of a button. Take better and faster decisions with a unified financial hub that combines data from your providers, backend systems, and ERP into a single source of financial truth. All your payments and financial data are in one place. Get a real-time view of all cash balances, collections outstanding, chargebacks, and fees. Minimize loss, reduce errors, and catch issues faster with automated reconciliation and payment flows. Stay compliant with full audit trails, event logs, point-in-time reporting, and approval workflows. Put an end to the error-prone manual processes with fully automated and configurable reconciliation workflows. Get real-time visibility and reporting of reconciled financial activity down to the transaction level.

Scale your content efforts, personalize your GTM campaigns, and increase conversion. Personalize campaigns for your target personas, industries, and accounts. Repurpose content across all of your channels automatically. Use Tofu to create hyper-personalized content or repurpose existing content. Publish content on your native channels using the tools you already leverage today. Analyze the performance of each campaign to optimize and increase conversion. Scale marketing efforts and generate hyper-personalized marketing campaigns across all of your channels. Tofu automatically ingests and updates information about your company’s brand, messaging, personas, target industries, and accounts. No more need for separate tools and manual labor to generate content on each channel. Tofu is your 1-stop platform for all of your content needs. Deeply understand each of your customers and create compelling content across channels that will resonate and convert.