Finicity Connect vs. LivePlan

It's a very comprehensive and plenty of features as compared to its competitors. I like how it shorten the time it takes to verify account details, monitor balances or create verification reports easily. I like how it makes the consumer permission process super simple and intuitive and makes them fast to data needed to provide service instantly.

Incentivized

All businesses require solutions and tools for organization and control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated. With LivePlan we have charts and graphs that are automatically created based on our data, this is a great time and money saver. LivePlan is a tool that has worked from day one and has met our expectations in creating the total budget.

Incentivized

• Free access to our API endpoints.
• Helps to connect supports the TSP protocol to secure our user credentials when accessing information from our financial institutions.
• Integrate and connect anywhere within our web or mobile app using iFrame.
• Connect SDK resources for both web and mobile apps.

Incentivized

• It makes it easy and simple to plan and budget the business.
• It allows creating of accurate business forecasts.
• It has detailed yet easy to use and customize built-in templates to help you get along with business planning easily.
• It integrates and works perfectly well woth accounting tools like QuickBooks such that it is easy to import the accounting data.

Incentivized

• Some features are complicated. Needs more training.
• The Finicity Connect API documentation is not available in all areas.

Incentivized

• UX: It's beyond time for an overhaul, especially on mobile. It can make the app seem dated.
• The accounting software integration has been prone to break and need to be re-setup, though that seems to have improved.

Incentivized

It allows our customers to grant Finicity authorisation and use of their account credentials to access their financial data. I like how it integrate Connect anywhere within our web or mobile apps using iFrame. Connect SDK resources for both web and mobile apps. Add more Security features to our clients data. The support is great for all our needs.

Incentivized

We did not really find a similar solution. All other solutions are focused on project management, [there's] nothing on generating a business plan. There is nothing on this level that helps people without any business experience write the plan. They have samples, instructions what to write where, how to prepare for pitching, and generate dashboards. Nothing in this market gets anywhere close to this solution.

Incentivized

• Insights into customer-focused fintech innovation.
• Phenomenal end-users experience.
• Highest level security for our clients data.

Incentivized

• It has made it easy to create sensible budgets and run our business within the proposed budgets to avoid overspending.
• It allows us to keenly follow up and keep track of how the business is performing thus getting to know on which ares we should improve.
• It helps us have accurate future insights of the position of our business thanks to its forecasting functionality.
• It helps us to create outstanding business plans and fund the plans which help us grow our business by improving its productivity.

Incentivized