What's great
This has been the bane of my firm's existence for years. The endless cycle of emailing clients, reminding them, getting the wrong PDF, and then manually entering everything was a huge time-sink.
Found Finexer a few months back and it's been a quiet game-changer. We just have clients connect their bank accounts once, and we get a live, secure feed of their transactions.
It's one of those simple ideas that just works. My team is happier, our reconciliations are way faster, and I'm not spending my time being an admin. Solves a very real, very annoying problem.
vs Alternatives
We chose Finexer to stop wasting countless hours on manually chasing clients for bank statements and fixing data entry errors.
The API automates this entire workflow by providing a direct, real-time feed of client bank data, allowing our team to focus on actual accounting work instead of administration.
Do you offer drop-in UI components for consent flows?
yes
Do you provide consent dashboards and audit logs?
yes
What SDKs or client libraries are officially supported?
yes