Daniel Fraser

Daniel Fraser

Head of operations at ledgerly
Finexer - Open Banking API Provider | UK

What's great

We’ve been using Finexer at Ledgerly for a little over a year, mainly to help with client onboarding and pulling real-time bank data for cash-flow checks. It’s taken a lot of the manual chasing out of the process and made reconciliation cleaner for our team. The A2A payments have also helped us cut down on card fees for recurring invoices.

What needs improvement

Expanding outside UK

vs Alternatives

Nothing flashy — just a dependable tool that fits into our day-to-day operations without getting in the way.

Can we perform income and affordability checks out-of-the-box?

yes

How is bank identity matched to our customer records?

Using APIs

Do you provide consent dashboards and audit logs?

yes

Ratings
Ease of use
Reliability
Value for money
Customization