Banking & Finance
Connect your account to core banking systems, payment processors, credit bureaus, and accountancy platforms.
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Banking
Banking integrations connect to core banking systems, digital banking and lending platforms, and financial data services.
Core Banking Systems (through Kinective)
These integrations reach core banking platforms through Kinective. They are available in Agent Builder only, connect with a sandbox account, and use Platform Managed Keys, so there are no credentials to enter.
COCC (DNA) - Insight
Core banking platform offering account processing, digital banking, and reporting tools for community banks and credit unions.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Corelation - Keystone
Modern core processing platform focused on open architecture and real-time data access for credit unions.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
CSI - NuPoint
Cloud-based core banking system providing integrated digital banking, document management, and compliance tools.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Finastra - Phoenix
Core banking solution supporting retail and commercial banking with a focus on open APIs and modular services.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
FIS - Bankway
Core banking platform offering flexible account processing and robust support for community and regional banks.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
FIS - Horizon
Real-time, open core banking solution designed for scalable operations and digital innovation in banking.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
FIS - IBS
Enterprise-level core banking system supporting high-volume processing for large financial institutions.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
FIS - Miser
Core processing system offering flexible servicing and real-time processing for banks and credit unions.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Fiserv - DNA
Real-time core banking platform with an open architecture supporting customization and third-party integrations.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Fiserv - Portico
Core banking platform tailored for credit unions, offering automation and member-centric services.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Fiserv - Precision
Scalable core banking system designed for community banks with integrated lending and compliance tools.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Fiserv - Premier
Comprehensive core banking solution for midsize to large banks, supporting retail, commercial, and digital banking.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Fiserv - Signature
Global core banking platform offering multi-currency, multi-language support for large financial institutions.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Fiserv - Spectrum
Credit union-focused core banking solution with real-time processing and integrated member services.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Fiserv - XP2
Member-focused core platform supporting real-time processing, lending, and digital integrations for credit unions.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Jack Henry - CIF 20/20
Core system designed for community banks, offering real-time transaction processing and system reliability.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Jack Henry - Core Director
Browser-based core processing system providing automation, scalability, and ease of customization for banks.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Jack Henry - Silverlake
Integrated core banking platform supporting complex commercial and retail banking needs for community banks.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Jack Henry - Symitar
Core platform built for credit unions, offering real-time processing and extensive customization options.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Jack Henry - Symitar EASE
Hosted version of the Symitar core, delivering managed infrastructure with full credit union functionality.
Agent Builder
Connect (sandbox only) · Platform Managed Keys
Digital Banking and Lending Platforms
Alkami
Digital banking platform providing online and mobile banking solutions with features like account opening, bill pay, and financial management.
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Connect via UDG (not yet available)
Bankjoy
Digital banking platform delivering mobile and online banking experiences for banks and credit unions.
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Connect via UDG (not yet available)
Jack Henry Banno
Digital banking platform by Jack Henry & Associates, offering online and mobile banking, personal financial management, and more.
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Connect via UDG (not yet available)
Blend
Digital lending platform streamlining loan applications, verification, and borrower experiences.
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Connect via UDG (not yet available)
Encompass (ICE Mortgage Technology)
Mortgage loan origination system for application processing, underwriting, compliance, and closing.
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Connect via UDG (not yet available)
MeridianLink (LoansPQ, OpenClose)
Loan origination system supporting consumer and mortgage lending workflows, underwriting, and document collection.
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Connect via UDG (not yet available)
nCino
Cloud-based loan origination and banking platform for commercial and retail lending with CRM integration.
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Connect via UDG (not yet available)
Origence (CUDL)
Credit union lending network and loan origination platform connecting dealers, lenders, and borrowers.
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Connect via UDG (not yet available)
Q2
Digital banking and lending solutions focused on transforming the user experience for financial institutions.
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Connect via UDG (not yet available)
Narmi
Digital banking platform enabling online account opening, mobile banking, and digital engagement for FIs.
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Connect via UDG (not yet available)
Lumin Digital
Digital banking platform offering modern online and mobile banking experiences.
App Builder, Agent Builder
Connect
Financial Data and Services
Plaid
Connect financial accounts using Plaid Hosted Link OAuth.
App Builder, Agent Builder
Connect
Abrigo
Manage onboarding, lending, servicing, and risk workflows through Abrigo integration.
App Builder, Agent Builder
Connect
Finicity
Financial data aggregator and open banking platform enabling secure data sharing for financial services in the US.
App Builder, Agent Builder
Connect (sandbox; production on request)
MX
Financial data platform for account aggregation, transaction enrichment, and money management experiences.
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Connect via UDG (not yet available)
CFS (CUSO Financial Services)
Investment program solutions and financial planning services for credit union members.
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Connect via UDG (not yet available)
CUNA Brokerage Services
Investment and brokerage services for credit unions and their members through CUSO partnerships.
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Connect via UDG (not yet available)
LPL Financial
Broker-dealer and investment advisory services supporting credit union wealth management programs.
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Connect via UDG (not yet available)
TruStage (CUNA Mutual)
Insurance products and financial protection services designed for credit union members.
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Connect via UDG (not yet available)
Sharetec
Core data processing system for credit unions with integrated banking and lending capabilities.
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Connect via UDG (not yet available)
CUBASE (CUAnswers)
Core banking platform for credit unions providing account processing, lending, and member services.
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Connect via UDG (not yet available)
FIS
Financial technology provider offering core banking, payments, and digital solutions for financial institutions.
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Connect via UDG (not yet available)
Access Softek
Digital banking provider offering mobile and online banking, account opening, lending, and fraud prevention solutions tailored for credit unions and community banks.
App Builder, Agent Builder
Connect
Akoya (Open Finance Data APIs)
Connect to Akoya for secure, user-permissioned access to bank, credit union, and brokerage account data via OAuth 2.0.
App Builder, Agent Builder
Connect
Yodlee
Yodlee - financial data aggregator and open banking platform. Link end-user bank accounts via FastLink and read accounts, balances, holdings, and transactions.
App Builder, Agent Builder
Connect
Payments
Payment processing platforms and card services for handling transactions, billing, and financial operations.
Stripe
Create checkout sessions and verify Stripe webhooks.
App Builder, Agent Builder
Connect
Co-op Solutions (Velera)
Credit union cooperative offering payments, card programs, and technology services for member institutions.
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Connect via UDG (not yet available)
Fiserv (Card Processing)
Card issuance, payment processing, and transaction management solutions for financial institutions.
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Connect via UDG (not yet available)
FIS (Payments)
Payment processing, card services, and transaction management for banks and credit unions.
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Connect via UDG (not yet available)
Jack Henry ProfitStars
Payments and financial technology solutions including ACH, card processing, and fraud prevention.
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Connect via UDG (not yet available)
PSCU (Velera)
Credit union service organization providing card processing, payments, and digital banking solutions.
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Connect via UDG (not yet available)
Velera
Credit union industry services including payments, card programs, and technology solutions.
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Connect via UDG (not yet available)
Zelle
Person-to-person payment network enabling instant digital transfers between bank accounts.
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Connect via UDG (not yet available)
Paysafe
Payment processing platform. Reads merchant account data through the Paysafe Group Portal marketplace API — the account record (including its account type) and the transaction activity report for a date range.
App Builder, Agent Builder
Connect (sandbox; production on request)
What you can do with Stripe
Generate pricing tables and checkout buttons for your apps.
Create secure checkout sessions that redirect users to Stripe-hosted payment pages.
Verify webhook events to trigger post-payment logic — send confirmation emails, update user status, or start onboarding workflows.
Support one-time payments and recurring subscriptions.
Subscription management
Recurring billing and revenue management platforms.
Recurly
Subscription billing platform offering recurring billing, invoicing, and revenue management tools.
App Builder, Agent Builder
Connect
Credit Bureau
Credit reporting, identity verification, and KYC/KYB screening services for lending decisions and compliance workflows.
Creditsafe Compliance
Enable KYC, bank validation, and country risk screening through Creditsafe Compliance.
App Builder, Agent Builder
Connect
Creditsafe Featured
Access global business credit reports, risk insights, monitoring, and decisioning through Creditsafe Featured.
App Builder, Agent Builder
Connect
CRS Credit API
Multi-bureau credit, identity, KYB and sanctions screening aggregator. Pulls consumer credit from Equifax, Experian, and TransUnion.
App Builder, Agent Builder
Connect
Experian Business
Commercial credit, KYB, OFAC and fraud screening on US businesses.
App Builder, Agent Builder
Connect
Middesk
Submit and verify businesses for KYB, run diligence orders, and enable monitoring.
App Builder, Agent Builder
Connect
Alloy
Identity API for KYC, KYB, OFAC, and document verification.
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Connect via UDG (not yet available)
Creditsafe
Provider of business credit reports and credit risk management solutions for businesses.
App Builder, Agent Builder
Connect (sandbox; production on request)
Equifax
Consumer credit reporting and scores for underwriting, lending decisions, and identity verification.
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Connect via UDG (not yet available)
Experian
Consumer credit bureau data including credit reports, scores, and identity services for lending.
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Connect via UDG (not yet available)
TransUnion
Consumer credit reports and scores for loan underwriting, fraud prevention, and member verification.
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Connect via UDG (not yet available)
Accountancy
Accounting and bookkeeping platforms for invoicing, expense management, and financial reporting.
FreeAgent
Online accounting software providing invoicing, expense management, and tax preparation for freelancers and small businesses.
App Builder, Agent Builder
Connect (sandbox; production on request)
FreshBooks
Cloud-based accounting software offering invoicing, time tracking, expense management, and reporting for small businesses.
App Builder, Agent Builder
Connect
QuickBooks
Comprehensive accounting software for small businesses offering features like payroll, inventory, and sales management.
App Builder, Agent Builder
Connect (sandbox; production on request)
Wave
Online accounting software offering invoicing, expense management, and accounting features for small businesses and freelancers.
App Builder, Agent Builder
Connect
Xero
Online accounting software offering invoicing, bank reconciliation, and financial reporting for small businesses.
App Builder, Agent Builder
Connect
Bill.com
Accounts payable and receivable platform for bills, invoices, vendors, and payments.
App Builder, Agent Builder
Connect (sandbox; production on request)
Expensify
Expense management and reporting platform used to track, submit, and reimburse employee expenses.
App Builder, Agent Builder
Connect
Invoiced
Read accounts-receivable data from Invoiced — customers, invoices, estimates, payments, credit notes, subscriptions and billing catalog.
App Builder, Agent Builder
Connect (sandbox; production on request)
Coming soon
These integrations are in the catalog with Coming Soon and can't be connected yet.
Billsby
Subscription billing software offering recurring billing, invoicing, and customer management tools.
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Coming Soon
Braintree
Payment processing platform by PayPal offering tools for online payments, fraud protection, and global transactions.
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Coming Soon
Capital One
A leading bank providing a wide range of financial products including credit cards, loans, and banking services for individuals and businesses.
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Coming Soon
Chargebee
Subscription management and recurring billing software for SaaS businesses and startups.
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Coming Soon
Gusto
Cloud-based payroll and HR software for small businesses, offering benefits management and compliance tools.
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Coming Soon
Hyperwallet Payouts
Global payout platform offering a range of payment options for businesses.
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Coming Soon
Paddle
Revenue delivery platform for SaaS businesses, offering subscription billing, tax compliance, and customer management.
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Coming Soon
PayPal
PayPal is an online payment platform that allows users to send and receive money securely. It supports a wide range of transactions, including online shopping, money transfers, and bill payments. With encryption and fraud protection, PayPal ensures secure transactions for both individuals and businesses globally.
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Coming Soon
Sage Accounting
Leading accounting software providing payroll, financial management, and reporting tools for small to medium-sized businesses.
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Coming Soon
TriNet
Professional employer organization providing HR outsourcing, benefits, payroll, and compliance solutions.
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Coming Soon
UtilityAPI
Data access platform that provides secure, standardized utility bill and usage data for businesses and energy service providers through API integrations.
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Coming Soon
Zoho Billing
Online billing and invoicing software by Zoho offering tools for subscription management and recurring billing.
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Coming Soon
Zoho Books
Zoho Books is online accounting software that allows you to track your finances, invoices, and expenses.
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Coming Soon
Maintained by Abhishek Paul
AI-assisted, human-approved
Last updated
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