> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/integrations/integrations-hub/banking-and-finance.md).

# Banking & Finance

{% hint style="info" %}
Start in [Integrations Hub](/integrations/integrations-hub.md) and review [Connect Methods](/integrations/integrations-hub/connect-methods.md) before setup.
{% endhint %}

Browse other categories: [AI and Utilities](/integrations/integrations-hub/ai-and-utilities.md), [Compliance and Analytics](/integrations/integrations-hub/compliance-and-analytics.md), [CRM and Marketing](/integrations/integrations-hub/crm-and-marketing.md), and [Productivity and Collaboration](/integrations/integrations-hub/productivity-and-collaboration.md).

### Banking

Banking integrations connect to your institution's core systems through the Uptiq Data Gateway and Kinective partner network.

#### Core Banking Systems (Powered by Kinective)

These integrations connect directly to core banking platforms through the Kinective network, exposing banking operations as MCP tools for AI agents.

| Integration                | Description                                                                                                                    | Source                     | Connect Method      |
| -------------------------- | ------------------------------------------------------------------------------------------------------------------------------ | -------------------------- | ------------------- |
| COCC (DNA) - Insight       | Core banking platform offering account processing, digital banking, and reporting tools for community banks and credit unions. | UDG (Powered by Kinective) | MCP Sandbox Account |
| Corelation - Keystone      | Modern core processing platform focused on open architecture and real-time data access for credit unions.                      | UDG (Powered by Kinective) | MCP Sandbox Account |
| CSI - NuPoint              | Cloud-based core banking system providing integrated digital banking, document management, and compliance tools.               | UDG (Powered by Kinective) | MCP Sandbox Account |
| Finastra - Phoenix         | Core banking solution supporting retail and commercial banking with a focus on open APIs and modular services.                 | UDG (Powered by Kinective) | MCP Sandbox Account |
| FIS - Bankway              | Core banking platform offering flexible account processing and robust support for community and regional banks.                | UDG (Powered by Kinective) | MCP Sandbox Account |
| FIS - Horizon              | Real-time, open core banking solution designed for scalable operations and digital innovation in banking.                      | UDG (Powered by Kinective) | MCP Sandbox Account |
| FIS - IBS                  | Enterprise-level core banking system supporting high-volume processing for large financial institutions.                       | UDG (Powered by Kinective) | MCP Sandbox Account |
| FIS - Miser                | Core processing system offering flexible servicing and real-time processing for banks and credit unions.                       | UDG (Powered by Kinective) | MCP Sandbox Account |
| Fiserv - DNA               | Real-time core banking platform with an open architecture supporting customization and third-party integrations.               | UDG (Powered by Kinective) | MCP Sandbox Account |
| Fiserv - Portico           | Core banking platform tailored for credit unions, offering automation and member-centric services.                             | UDG (Powered by Kinective) | MCP Sandbox Account |
| Fiserv - Precision         | Scalable core banking system designed for community banks with integrated lending and compliance tools.                        | UDG (Powered by Kinective) | MCP Sandbox Account |
| Fiserv - Premier           | Comprehensive core banking solution for midsize to large banks, supporting retail, commercial, and digital banking.            | UDG (Powered by Kinective) | MCP Sandbox Account |
| Fiserv - Signature         | Global core banking platform offering multi-currency, multi-language support for large financial institutions.                 | UDG (Powered by Kinective) | MCP Sandbox Account |
| Fiserv - Spectrum          | Credit union-focused core banking solution with real-time processing and integrated member services.                           | UDG (Powered by Kinective) | MCP Sandbox Account |
| Fiserv - XP2               | Member-focused core platform supporting real-time processing, lending, and digital integrations for credit unions.             | UDG (Powered by Kinective) | MCP Sandbox Account |
| Jack Henry - CIF 20/20     | Core system designed for community banks, offering real-time transaction processing and system reliability.                    | UDG (Powered by Kinective) | MCP Sandbox Account |
| Jack Henry - Core Director | Browser-based core processing system providing automation, scalability, and ease of customization for banks.                   | UDG (Powered by Kinective) | MCP Sandbox Account |
| Jack Henry - Silverlake    | Integrated core banking platform supporting complex commercial and retail banking needs for community banks.                   | UDG (Powered by Kinective) | MCP Sandbox Account |
| Jack Henry - Symitar       | Core platform built for credit unions, offering real-time processing and extensive customization options.                      | UDG (Powered by Kinective) | MCP Sandbox Account |
| Jack Henry - Symitar EASE  | Hosted version of the Symitar core, delivering managed infrastructure with full credit union functionality.                    | UDG (Powered by Kinective) | MCP Sandbox Account |

#### Digital Banking and Lending Platforms

| Integration                         | Description                                                                                                                                    | Source | Connect Method  |
| ----------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- | ------ | --------------- |
| Alkami                              | Digital banking platform providing online and mobile banking solutions with features like account opening, bill pay, and financial management. | UDG    | Connect via UDG |
| Bankjoy                             | Digital banking platform delivering mobile and online banking experiences for banks and credit unions.                                         | UDG    | Connect via UDG |
| Jack Henry Banno                    | Digital banking platform by Jack Henry & Associates, offering online and mobile banking, personal financial management, and more.              | UDG    | Connect via UDG |
| Blend                               | Digital lending platform streamlining loan applications, verification, and borrower experiences.                                               | UDG    | Connect via UDG |
| Encompass (ICE Mortgage Technology) | Mortgage loan origination system for application processing, underwriting, compliance, and closing.                                            | UDG    | Connect via UDG |
| MeridianLink (LoansPQ, OpenClose)   | Loan origination system supporting consumer and mortgage lending workflows, underwriting, and document collection.                             | UDG    | Connect via UDG |
| nCino                               | Cloud-based loan origination and banking platform for commercial and retail lending with CRM integration.                                      | UDG    | Connect via UDG |
| Origence (CUDL)                     | Credit union lending network and loan origination platform connecting dealers, lenders, and borrowers.                                         | UDG    | Connect via UDG |
| Q2                                  | Digital banking and lending solutions focused on transforming the user experience for financial institutions.                                  | UDG    | Connect via UDG |
| Narmi                               | Digital banking platform enabling online account opening, mobile banking, and digital engagement for FIs.                                      | UDG    | Connect via UDG |
| Lumin Digital                       | Digital banking platform offering modern online and mobile banking experiences.                                                                | UDG    | Connect via UDG |

#### Financial Data and Services

| Integration                   | Description                                                                                                        | Source   | Connect Method  |
| ----------------------------- | ------------------------------------------------------------------------------------------------------------------ | -------- | --------------- |
| Plaid                         | Connect financial accounts using Plaid Hosted Link OAuth.                                                          | Platform | Connect BYOK    |
| Abrigo                        | Manage onboarding, lending, servicing, and risk workflows through Abrigo integration.                              | Platform | Connect BYOK    |
| Finicity                      | Financial data aggregator and open banking platform enabling secure data sharing for financial services in the US. | UDG      | Connect via UDG |
| MX                            | Financial data platform for account aggregation, transaction enrichment, and money management experiences.         | UDG      | Connect via UDG |
| CFS (CUSO Financial Services) | Investment program solutions and financial planning services for credit union members.                             | UDG      | Connect via UDG |
| CUNA Brokerage Services       | Investment and brokerage services for credit unions and their members through CUSO partnerships.                   | UDG      | Connect via UDG |
| LPL Financial                 | Broker-dealer and investment advisory services supporting credit union wealth management programs.                 | UDG      | Connect via UDG |
| TruStage (CUNA Mutual)        | Insurance products and financial protection services designed for credit union members.                            | UDG      | Connect via UDG |
| Sharetec                      | Core data processing system for credit unions with integrated banking and lending capabilities.                    | UDG      | Connect via UDG |
| CUBASE (CUAnswers)            | Core banking platform for credit unions providing account processing, lending, and member services.                | UDG      | Connect via UDG |
| FIS                           | Financial technology provider offering core banking, payments, and digital solutions for financial institutions.   | UDG      | Connect via UDG |

***

### Payments

Payment processing platforms and card services for handling transactions, billing, and financial operations.

| Integration              | Description                                                                                                 | Source   | Connect Method  |
| ------------------------ | ----------------------------------------------------------------------------------------------------------- | -------- | --------------- |
| Stripe                   | Create checkout sessions and verify Stripe webhooks.                                                        | Platform | Connect BYOK    |
| Co-op Solutions (Velera) | Credit union cooperative offering payments, card programs, and technology services for member institutions. | UDG      | Connect via UDG |
| Fiserv (Card Processing) | Card issuance, payment processing, and transaction management solutions for financial institutions.         | UDG      | Connect via UDG |
| FIS (Payments)           | Payment processing, card services, and transaction management for banks and credit unions.                  | UDG      | Connect via UDG |
| Jack Henry ProfitStars   | Payments and financial technology solutions including ACH, card processing, and fraud prevention.           | UDG      | Connect via UDG |
| PSCU (Velera)            | Credit union service organization providing card processing, payments, and digital banking solutions.       | UDG      | Connect via UDG |
| Velera                   | Credit union industry services including payments, card programs, and technology solutions.                 | UDG      | Connect via UDG |
| Zelle                    | Person-to-person payment network enabling instant digital transfers between bank accounts.                  | UDG      | Connect via UDG |

**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.

| Integration | Description                                                                                        | Source   | Connect Method |
| ----------- | -------------------------------------------------------------------------------------------------- | -------- | -------------- |
| Recurly     | Subscription billing platform offering recurring billing, invoicing, and revenue management tools. | Platform | Connect BYOK   |

***

### Credit Bureau

Credit reporting, identity verification, and KYC/KYB screening services for lending decisions and compliance workflows.

| Integration           | Description                                                                                                                          | Source   | Connect Method  |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------------------ | -------- | --------------- |
| Creditsafe Compliance | Enable KYC, bank validation, and country risk screening through Creditsafe Compliance.                                               | Platform | Connect BYOK    |
| Creditsafe Featured   | Access global business credit reports, risk insights, monitoring, and decisioning through Creditsafe Featured.                       | Platform | Connect BYOK    |
| CRS Credit API        | Multi-bureau credit, identity, KYB and sanctions screening aggregator. Pulls consumer credit from Equifax, Experian, and TransUnion. | Platform | Connect BYOK    |
| Experian Business     | Commercial credit, KYB, OFAC and fraud screening on US businesses.                                                                   | Platform | Connect BYOK    |
| Middesk               | Submit and verify businesses for KYB, run diligence orders, and enable monitoring.                                                   | Platform | Connect BYOK    |
| Alloy                 | Identity API for KYC, KYB, OFAC, and document verification.                                                                          | UDG      | Connect via UDG |
| Creditsafe            | Provider of business credit reports and credit risk management solutions for businesses.                                             | UDG      | Connect via UDG |
| Equifax               | Consumer credit reporting and scores for underwriting, lending decisions, and identity verification.                                 | UDG      | Connect via UDG |
| Experian              | Consumer credit bureau data including credit reports, scores, and identity services for lending.                                     | UDG      | Connect via UDG |
| TransUnion            | Consumer credit reports and scores for loan underwriting, fraud prevention, and member verification.                                 | UDG      | Connect via UDG |

***

### Accountancy

Accounting and bookkeeping platforms for invoicing, expense management, and financial reporting.

| Integration | Description                                                                                                                      | Source | Connect Method      |
| ----------- | -------------------------------------------------------------------------------------------------------------------------------- | ------ | ------------------- |
| FreeAgent   | Online accounting software providing invoicing, expense management, and tax preparation for freelancers and small businesses.    | UDG    | MCP Sandbox Account |
| FreshBooks  | Cloud-based accounting software offering invoicing, time tracking, expense management, and reporting for small businesses.       | UDG    | MCP Sandbox Account |
| QuickBooks  | Comprehensive accounting software for small businesses offering features like payroll, inventory, and sales management.          | UDG    | MCP Sandbox Account |
| Wave        | Online accounting software offering invoicing, expense management, and accounting features for small businesses and freelancers. | UDG    | MCP Sandbox Account |
| Xero        | Online accounting software offering invoicing, bank reconciliation, and financial reporting for small businesses.                | UDG    | MCP Sandbox Account |

***

### Coming soon

These integrations are announced but not yet available in the catalog. Connect details will be published once they are live.

| Integration | Description                                        | Source | Connect Method |
| ----------- | -------------------------------------------------- | ------ | -------------- |
| Xerox       | Integration details pending platform availability. | —      | Coming Soon    |


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