Banking & Finance
Connect your workspace to core banking systems, payment processors, credit bureaus, and accountancy platforms.
Start in Integrations Hub and review Connect Methods before setup.
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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.
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
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
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.
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.
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.
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.
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.
Xerox
Integration details pending platform availability.
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Coming Soon
Last updated